InGenius keeps Growth Multiplier moving with Sphere.
InGenius needed a reliable product and data engineering partner to improve the Growth Multiplier user experience, maintain recurring data builds, support dashboards, and keep CRM integrations aligned with the product’s core value proposition.
From reporting to action
Dashboards, dynamic filters, and CRM export paths turn market intelligence into lender workflows.
If you only read one box.
Growth Multiplier is not a static reporting tool. It is a decision platform for mortgage lenders, banks, and credit unions that use blended data to recruit loan officers, evaluate market opportunities, support fair lending and CRA reporting, and build real estate agent relationships.
Sphere’s role has been practical and central: maintain the system, improve the user experience, build or refactor dashboards, update the data environment, and keep CRM export paths working as the product evolves.
The result is a more reliable operating cadence: 12 dashboards established, three CRM integrations enabled, and product builds moving from every 4–6 weeks to nearly twice a month.
The situation
The product was already valuable. The operating layer needed to keep up.
InGenius competes in a market where data accuracy, reporting usability, and CRM-ready workflows are the product. Slow reporting updates or broken integrations are not back-office issues. They directly affect customer value.
A lender needs recruiting intelligence that can move into action.
Analytics lived behind slower reporting cycles and required ongoing dashboard maintenance.
Dashboards are continuously improved and product data can flow into CRM workflows.
Dashboards need to stay useful as the product evolves.
Dashboard updates and product changes required steady engineering attention to keep the experience reliable.
The team built, refactored, and maintained dashboards while continuing day-to-day product support.
Builds need to happen often enough to stay competitive.
Builds happened roughly once every 1–1.5 months.
Builds now happen almost twice per month, supported by weekly client collaboration.
Chapter 01
Growth Multiplier depends on trusted, current, usable data.
In plain English
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.
In plain English
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.
Chapter 03
Weekly collaboration kept the roadmap connected to reality.
In plain English
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.
Delivered outcomes
More dashboards. More CRM action. Faster build cycles.
The engagement gave InGenius a long-term engineering partner for the product layer underneath Growth Multiplier’s customer-facing analytics experience.
Created or refactored inside Growth Multiplier.
Total Expert, HubSpot, and Salesforce contact export paths.
From one build every 1–1.5 months to almost twice monthly.
| Area | Before Sphere | With Sphere | Status |
|---|---|---|---|
| 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 |
What Sphere shipped
The work was practical because the product needed practical outcomes.
Sphere’s work focused on the operating systems underneath the customer experience: dashboards, data refreshes, integration changes, support tickets, and product analytics support.
Growth Multiplier dashboard delivery
Built and refactored dashboards that support recruiting intelligence, diverse-market reporting, and real estate agent analytics.
Reporting workflow support
Supported reporting improvements and dashboard updates aligned to the client’s product goals.
CRM integration maintenance
Kept Total Expert, HubSpot, and Salesforce export workflows aligned to product needs.
Data update support
Supported recurring updates to the product’s data environment so analytics remained useful and current.
Bug and ticket execution
Handled ongoing platform fixes and delivery tasks as part of the client’s operating cadence.
Collaborative delivery model
Worked in step with the client’s technical team through several weekly planning and execution meetings.
About the InGenius engagement
Answers to common questions about the platform, the work delivered, and the operating model behind the engagement.
Related from Sphere
Financial Services · Security
Marble Financial & Inverite
A consumer data protection and security posture review across a fintech lending stack.
Data Analytics · Client Portal
ClientView: AI Client Portal Case Study
An AI-powered client portal built to give customers self-serve visibility into their own data.
Need your data product to move faster?
Sphere can support the dashboards, data pipelines, integrations, and product operations that keep analytics platforms useful after launch.