Financial Assessments Portal

This Financial Portal is a sophisticated online platform designed to streamline complex financial computations for individuals interested in shared property ownership in the UK. The portal replaces the manual and cumbersome process of using a large WordPress form, automating the assessment of affordability for customers based on their financial data.

The Problems

The client was facing significant challenges with their existing WordPress-based solution for financial assessments. The process was manual, time-consuming, and required extensive administrative review, leading to inefficiencies and delays. The objective was to develop an online portal that could automate these calculations, making the process more efficient and user-friendly.

Manual Calculations: The previous system relied on a large WordPress form, which required manual input and review, leading to errors and inefficiencies.

Complex Financial Data: Handling intricate financial data and computations to determine property affordability was challenging.

Integration with Lenders: The portal needed to integrate with potential lenders to provide users with relevant financial options based on their data.

Data Submission: Facilitating smooth data submission through a user-friendly interface or via API integration from external applications.

The Solution

To address these challenges, we developed a custom financial portal using Laravel for the backend and jQuery for the frontend. The key features of the solution included:

Automated Financial Calculator

Lender Integration

User-Friendly Interface

Continuous Development

Results

Enhanced Financial Operations and User Experience

The Financial Assessment Portal significantly enhanced the client's operations by automating financial calculations, improving user experience through a streamlined interface, expanding access to potential lenders, and providing a scalable foundation for future growth, ultimately streamlining processes, minimizing errors, and empowering customers to make informed decisions about shared property ownership.