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Development of a Custom Financial Operations Automation Platform for a Licensed Loan Provider

relevant.software

Financial services

Information technology

Legacy Systems and Inefficiencies in Loan Management

The client faced outdated loan management processes characterized by excessive paperwork, slow disbursement times, and clunky systems. They required a digital transformation to streamline loan applications, automate payments, and centralize operations while maintaining compliance and reducing legal risks.

About the Client

A fully licensed and regulated loan provider offering $500-$100,000 loans to government and private sector employees, with automated salary deductions for repayments.

Key Goals for Financial Operations Modernization

Replace costly third-party loan management software to save $100,000 annually
Achieve a fully paperless process with automated document generation and e-signatures
Reduce batch processing time from 30 seconds to 3 seconds
Cut maintenance costs by 75% to improve financial efficiency
Implement customizable features to enhance competitive differentiation
Automate reporting and data analysis for faster market responsiveness

Core System Capabilities and Features

Fully digital loan application system with agent-assisted options
Integrated referral program with bonus tracking
Real-time customer portal for loan status tracking, transaction history, and repayment calculators
Customizable reporting tools for financial activities (e.g., Long Aging, Principal Changes)
Loan officer dashboard with leaderboards, performance reports, and document automation

Technology Stack Requirements

React.js

Node.js

External System Integrations

Payment gateways for automated salary deductions
Document signing platforms (e.g., DocuSign)
Regulatory compliance databases
Third-party financial reporting tools

Performance and Compliance Standards

Scalable architecture to handle 10x user growth
Sub-3-second batch processing performance
ISO 27001-compliant data security measures
GDPR and local regulatory compliance
99.9% system uptime SLA

Anticipated Business Outcomes

The solution will reduce operational costs by 75%, improve loan processing efficiency by 90%, and enhance customer satisfaction through instant disbursements and real-time tracking. Automated compliance features will lower legal risks, while customizable workflows will create a competitive moat. Predictive analytics and reporting tools will enable data-driven decision-making to boost client retention and market share.