Security and Performance Current use of Cloudflare and Apache indicates emphasis on web security and performance; opportunity to upsell advanced WAF, bot protection, DDoS mitigation, and CDN optimization to support a smoother online loan application experience.

Analytics and Conversion With Google Analytics in place, there is room to expand data-driven marketing, CRO, and attribution modeling to improve loan inquiries, application completion rates, and lead quality.

Outsourcing for Growth As a small team, they can benefit from managed IT, cloud hosting, CRM integration, and marketing automation services to scale operations and customer outreach.

Tech Modernization Their tech stack shows legacy elements; a modernization and API-driven integration plan could streamline workflows, improve security, and enable faster loan origination via third-party integrations.

Local Market Partnerships Based in Miami with a regional focus, there is potential to develop partnerships with real estate agents, brokers, and referral networks to drive mortgage volume and cross-sell financial services.