Case Study · Financial Services · Data & Analytics
InGenius: dashboards, integrations and reliable delivery on Growth Multiplier.
- Client
- InGenius
- Service
- Data Analytics|Sphere Delivery Pods
What actually changed, scenario by scenario
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
What shipped
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.
