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.
Financial Assessments Portal
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.
