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Digital Transformation of Commercial Real Estate Loan Processing Platform
  1. case
  2. Digital Transformation of Commercial Real Estate Loan Processing Platform

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Digital Transformation of Commercial Real Estate Loan Processing Platform

alliancetek.com
Real estate
Financial services
Healthcare

Legacy Loan Processing Challenges

The client requires modernization of their manual loan application process which involves secure handling of financial documents, complex government program analysis, and bulk application processing through SBA APIs. Current system lacks automation, has integration limitations with third-party applications, and requires improved user authentication mechanisms.

About the Client

A mid-sized commercial real estate finance company specializing in SBA loan programs with expanding needs for digital document management and automated processing

Digital Transformation Goals

  • Implement secure document upload and management system for financial records
  • Automate government program analysis and compliance checks
  • Integrate SBA APIs for bulk application processing
  • Enhance system security with modern authentication protocols
  • Improve scalability for handling increased transaction volumes

Core System Requirements

  • Secure financial document upload with encryption
  • Automated SBA program eligibility analysis
  • Bulk application processing through SBA API integration
  • Multi-factor authentication with Active Directory support
  • Real-time application status tracking dashboard
  • Document version control and audit trails

Technology Stack Requirements

Salesforce Platform
.NET Framework
Azure Cloud Services
React.js for frontend
Node.js for backend
MongoDB for document storage

System Integration Needs

  • SBA Government APIs
  • Microsoft Active Directory
  • JW Player for video content
  • Power BI for reporting
  • AWS S3 for document storage

Performance & Security Requirements

  • HIPAA-compliant data handling
  • 99.9% system uptime SLA
  • Support for 10,000 concurrent users
  • End-to-end encryption for document transfers
  • Role-based access control system

Expected Business Outcomes

Projected 40% reduction in loan processing time through automation, 60% decrease in manual compliance checks, and ability to handle 3x current application volume. Enhanced security features expected to reduce data breach risks by 75% while improving user satisfaction scores to 4.8/5.0.

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Digital Transformation of Commercial Real Estate Loan Processing Platform