Case Study

Invis – Enterprise Mortgage Platform

Project Goal: Modernize the mortgage brokerage platform — custom blocks, broker backend, calculators, SEO, and infrastructure.

Invis mortgage brokerage website

Client

M3 Tech

View Website

Technologies

  • WordPress
  • Bootstrap 5
  • Webpack 5
  • React
  • PHP
  • MySQL
  • BOSS API
  • REST API
  • Gutenberg Blocks
  • SASS
  • Azure VM
  • CI/CD
  • Google Maps API
  • Polylang
  • JSON-LD Schema
  • Didomi

Deliverables

Context

Invis is a leading Canadian mortgage brokerage offering personalized mortgage solutions from coast to coast. As a key brand within the M3 Tech group, the Invis platform connects homebuyers with experienced brokers and provides essential tools for the mortgage journey.

WPlook Studio provided Senior WordPress & Systems Architecture consulting over a 4-year engagement (2021–2025). We inherited the codebase from the previous agency and improved the platform with custom development, front-end enhancements, SEO consulting, and infrastructure optimization.

The Challenge

Invis required a reliable, fast-loading platform that could handle high traffic during competitive mortgage rate periods. The site needed a modern broker management system, interactive mortgage tools, and continuous SEO improvements to maintain visibility in the financial services market.

What We Delivered

  • Custom Gutenberg blocks — CTA blocks, dynamic location finder pulling from the BOSS API, broker information panels, and content blocks
  • Broker, office, and franchise backend — custom post types synced with the BOSS CRM via authenticated API
  • 7 mortgage calculators — affordability, payment, refinance, rent-vs-buy, debt consolidation, closing fees, and custom rate
  • Bootstrap 5 front-end with brand-specific SASS theming and Webpack 5 build pipeline
  • Broker search with Google Maps API and geocoding
  • Schema markup — Organization, Financial Service, and Breadcrumb structured data
  • Bilingual support via Polylang with translation strings
  • Infrastructure migration — Azure Web App to Azure VM, 12 servers consolidated to 2
  • CI/CD pipelines and SEO consulting
  • Google Tag Manager and Didomi consent management

Results

  • Page load reduced from 16s to under 1s
  • 12 servers consolidated to 2 — eliminating auto-scaling and reducing Azure costs
  • Improved Core Web Vitals across all pages
  • Faster deployment cycles through modernized CI/CD