Case Study · Financial Services · Data & Analytics

InGenius: dashboards, integrations and reliable delivery on Growth Multiplier.

Client: InGenius
Industry: Financial services · Recruiting intelligence
Service: Data Analytics|Sphere Delivery Pods

4–6 wks → ~2x/mo

Build cadence

Release rhythm nearly doubled

Growth Multiplier dashboards

Refactored or built from scratch

CRM integrations

Total Expert · HubSpot · Salesforce

2020+

Ongoing product support

Continuous engagement since Dec. 2020

What actually changed, scenario by scenario

A lender needs recruiting intelligence that can move into action.

Before Sphere

Analytics lived behind slower reporting cycles and required ongoing dashboard maintenance.

After Sphere

Dashboards are continuously improved and product data can flow into CRM workflows.

Dashboards need to stay useful as the product evolves.

Before Sphere

Dashboard updates and product changes required steady engineering attention to keep the experience reliable.

After Sphere

The team built, refactored, and maintained dashboards while continuing day-to-day product support.

Builds need to happen often enough to stay competitive.

Before Sphere

Builds happened roughly once every 1–1.5 months.

After Sphere

Builds now happen almost twice per month, supported by weekly client collaboration.

Chapter 01

Growth Multiplier depends on trusted, current, usable data.

Customers need dashboards they can trust, filters that surface the right records, and CRM paths that turn data into daily workflow — not just a report.

InGenius helps mortgage lenders, banks, credit unions, and wholesale lenders make better growth decisions through mortgage market analytics and recruiting intelligence. Growth Multiplier supports MLO recruiting and broker prospecting, diverse-market analysis for CRA and fair lending needs, and real estate agent relationship analytics.

That means the platform experience matters. Customers need dashboards they can trust, filters that help them find the right records, reports that can be exported, and CRM paths that make the data usable inside day-to-day sales and recruiting workflows.

Chapter 02

Sphere worked as the ongoing product and data engineering layer.

This was never a single handoff — Sphere provides continuous technical support, dashboard delivery, and integration maintenance as the platform evolves.

The engagement was not a single handoff project. Sphere provides ongoing technical support, customer support, dashboard delivery, bug and ticket resolution, data update support, and integration change management.

The work fits into a larger operating model: keep the platform improving while the client continues to serve users.

What the engagement produced

Dashboards established

CRM integrations

4–6 wks → ~2x/mo

Build cadence improved

What shipped

Growth Multiplier dashboard delivery

Reporting workflow support

CRM integration maintenance

Data update support

Bug and ticket execution

Collaborative delivery model

The numbers behind the engagement

Metric	Before	After	Delta
Analytics experience	Ongoing need for reliable dashboards and reporting improvements	Dashboards built, refactored, and supported as the product evolved	Improved
Dashboard experience	Ongoing UX and reporting improvement need	12 dashboards established through refactoring and new builds	Delivered
CRM workflows	CRM export capability needed to support customer action	Total Expert, HubSpot, and Salesforce integrations for one-click contact export	Delivered
Build cadence	One build every 1–1.5 months	Almost two builds per month	Improved
Product operations	Need for continuing tickets, data updates, and integration changes	Ongoing support model with several weekly working sessions	Ongoing

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Chapter 03

Weekly collaboration kept the roadmap connected to reality.

A dashboard update, data refresh, or CRM export change can touch recruiting workflows, compliance reporting, and relationship analytics at the same time — so the two teams stay in sync every week.

Sphere works directly with the InGenius technical team through several weekly meetings where current tasks, integration changes, dashboard needs, data updates, and platform issues are reviewed and prioritized.

This operating model matters because Growth Multiplier has multiple business-critical use cases. A dashboard update, data refresh, or CRM export change can affect recruiting workflows, compliance reporting, and relationship analytics at the same time.

Frequently asked questions

Growth Multiplier is InGenius’s mortgage market analytics and recruiting intelligence platform. It helps lenders, banks, credit unions, and wholesale lenders identify recruiting targets, analyze diverse-market opportunities, and build real estate agent relationships through blended data and reporting workflows.

Sphere provides ongoing product and data support, including dashboard builds and refactors, bug and ticket work, data update support, integration changes, and product analytics support.

Sphere helped establish CRM export workflows for Total Expert, HubSpot, and Salesforce, enabling users to move Growth Multiplier contact data into sales and recruiting workflows.

Builds moved from roughly once every 1–1.5 months to almost twice per month. The team also established a weekly collaboration rhythm between Sphere and the InGenius technical team.

No. This is an ongoing engagement. The product continues to improve through new dashboards, recurring data work, integration updates, and support tasks.

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Lee Ebreo

VP of Engineering at Credit Ninja

These things would not have been achievable if we did not build our own in-house system and if we did not partner with Sphere to help us achieve our goals.

Selah Ben-Haim

VP of Engineering at Prominence Advisors

Our experience with Sphere and their team has been and continues to be fantastic. We keep throwing new projects at them, and they keep knocking them out of the park (including the rescue of a project that was previously bungled by another vendor).

Ben Crawford

Senior Product Manager at Enova Financial

I would expect to be delighted. It's been a really positive experience, working with Sphere, and I would expect you to have the same.

Mark Friedgan

CEO at CreditNinja

Sphere consistently prioritizes the needs of their clients, demonstrating both agility and teamwork. As an offshore team, they have been an integral part of our organization and we plan to continue growing with them.

René Pfitzner

Co-Founder at Experify

Sphere provided excellent full-stack development manpower to augment our team and help push our product forward. They are easy to work with, tech-savvy and proactive.

Bruce Burdick

Chief Information Officer at Integra Credit

We've been working with Sphere and its excellent consultants since our founding. I've found that they are true partners in the success of our business.

Jemal Swoboda

CEO at Dabble

The resources and developers that Sphere Software provides are skilled and have the required technical expertise, but more importantly, they have helped us build a culture of excellence within our team.

Arthur Tretyak

Founder and CEO at IntegraCredit

With Sphere, we were able to migrate in half the time it would take to train an additional FTE… and for a fraction of the cost. Our experience with Sphere has been exceptional.

Lee Ebreo

VP of Engineering at Credit Ninja

These things would not have been achievable if we did not build our own in-house system and if we did not partner with Sphere to help us achieve our goals.

Selah Ben-Haim

VP of Engineering at Prominence Advisors