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Development of Secure Loan Application Portal with SBA API Integration
  1. case
  2. Development of Secure Loan Application Portal with SBA API Integration

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Development of Secure Loan Application Portal with SBA API Integration

alliancetek.com
Real estate
Financial services
Government

Legacy Loan Processing Challenges

The client faces inefficiencies in manual loan application processing, lacks secure document upload capabilities for financial records, and requires automated analysis of government programs. Current systems cannot handle bulk application processing or integrate with SBA APIs for compliance verification.

About the Client

A commercial real estate finance company requiring digital transformation for loan application processes

Digital Transformation Goals

  • Create a secure Salesforce-based portal for loan applications
  • Implement automated document analysis and compliance verification
  • Enable bulk processing of applications with SBA API integration
  • Provide real-time status tracking for applicants and administrators

Core System Requirements

  • Secure financial document upload with encryption
  • SBA API integration for program eligibility verification
  • Bulk application processing engine
  • Government program analysis dashboard
  • Real-time application status tracking

Technology Stack

Salesforce
Apex
Visualforce
Node.js
AWS

System Integrations

  • SBA APIs
  • Third-party document verification services
  • Payment gateways

Quality Attributes

  • Enterprise-grade security with SOC 2 compliance
  • High availability (99.9% uptime)
  • Scalable document processing architecture
  • Role-based access control

Business Transformation Outcomes

The solution will reduce loan processing time by 60%, enable secure handling of sensitive financial documents, and automate compliance verification through real-time SBA API integration. Bulk processing capabilities will increase throughput capacity by 300% while maintaining regulatory compliance.

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Digital Transformation of Commercial Real Estate Loan Processing Platform