Loan origination portal for a regional financier
Replaced a fragile spreadsheet workflow with a role-based portal: applications, document review, approval ladders, and disbursement reports — cutting decision time by 40%.
The problem
A regional financier was running their entire loan origination flow in a network of Excel files and email threads. Approvals took 7–10 days, documents went missing, and there was no single source of truth for application status.
What we built
A role-based web portal covering application intake, document review, credit assessment, multi-tier approval ladders, and disbursement reporting. Every step is auditable, every document is versioned, and finance can pull a clean monthly report with two clicks.
Outcome
Median decision time dropped 40%. 12 manual handoffs were removed entirely. Compliance reviews now take half a day instead of three.