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Development of an AI-Driven Mortgage Broker Platform with B2B Integration
  1. case
  2. Development of an AI-Driven Mortgage Broker Platform with B2B Integration

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Development of an AI-Driven Mortgage Broker Platform with B2B Integration

djangostars.com
Financial services
Real estate
Insurance

Challenges in Scaling Mortgage Advisory Services

Money Park required rapid development of a complex mortgage broker platform to handle advanced financial calculations, automated property valuations, and Swiss market compliance while maintaining scalability. Existing systems lacked integration with 150+ lenders and B2B partners, hindering growth and operational efficiency.

About the Client

Switzerland's largest online mortgage broker providing personalized advisory services and B2B solutions for mortgage, insurance, and retirement planning.

Platform Development Goals

  • Create a data-driven mortgage advisory platform with AI-powered property valuation
  • Establish seamless B2B integration with 150+ financial institutions
  • Expand market leadership through personalized mortgage/insurance offers
  • Develop Finance Park platform for partner ecosystem enablement

Core System Capabilities

  • AI-driven property valuation engine with 50+ parameters
  • Real-time mortgage calculator with tax optimization
  • Multi-lender comparison system with 150+ partners
  • B2B CRM for financial advisors
  • Neighborhood analysis tools with infrastructure data
  • Pension planning integration module
  • Document management system for mortgage processing

Technology Stack

Python
Django
React
AWS
PostgreSQL

System Integrations

  • Bank lending APIs
  • Swiss real estate databases
  • Tax optimization services
  • Logismata/Wuestpartner integrations
  • SwissLife insurance systems

Operational Requirements

  • High-availability architecture (99.99% uptime)
  • Swiss financial data compliance (FINMA)
  • Real-time calculation performance (<2s response)
  • Scalable infrastructure for 100k+ concurrent users
  • Multi-tenancy support for B2B partners

Business Impact Projections

Platform implementation is expected to increase mortgage processing capacity by 300%, reduce advisory response time from days to minutes, and enable expansion to 20+ new market regions. B2B integration capabilities should drive partner acquisition growth of 50% annually while maintaining Switzerland's #1 mortgage broker position.

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