Industry Finance
Platform Web, CMS Admin
Project length 08 Months
Services Web, Backend, web App

Project Overview

Lead Management - Manage leads and track leads.
Loan Calculators - Calculate loan amount and interest rate.
Template management - Manage your templates and track your templates.
Workflow management - Manage your workflow and track your workflow.
Internal Discussion - Internal discussion between consultants and clients.
Announcements to team members - Announce important updates and news to team members.
Loan CRM Platform Mockup

Project Features Overview

We developed a comprehensive internal portal for a US-based home loan company, streamlining their loan and client management processes through a user-friendly web application.

01

Lead Management

Efficiently track prospective clients, manage borrower information, and monitor lead conversion stages through an intuitive dashboard.

02

Loan Calculators

Empower consultants with precise tools to calculate loan eligibility, monthly payments, and interest rates based on real-time financial data.

03

Workflow management

Streamline the entire loan approval lifecycle, from application submission to final disbursement, with automated task tracking and status updates.

04

Internal Discussion

Facilitate seamless communication between loan consultants, underwriters, and clients through a secure integrated messaging portal.

05

Announcements

Keep the entire team updated on interest rate changes, policy updates, and important company news with a centralized notification system.

06

Template management

Create and standardize professional document templates for loan agreements and client communications to ensure consistency and efficiency.

Portfolio Images

Take a closer look at the intuitive user interface and high-fidelity designs developed for this platform.

Loan CRM - Dashboard Overview
Loan CRM - Lead Tracking
Loan CRM - Loan Calculator
Loan CRM - Workflow Management
Loan CRM - Team Discussion
Loan CRM - Internal Portal

Tech Stack We Used

We leveraged modern and reliable technologies to ensure a robust and scalable architecture for high-traffic content delivery.

Java

Java

Spring Boot

Spring Boot

MySQL

MySQL

Hibernate

Hibernate

Tomcat

Tomcat

HTML5

HTML5

CSS3

CSS3

JavaScript

JavaScript

Ready to Build
Something Amazing?

Whether you have a fully-formed idea or just the spark of one, our team is ready to help you navigate the journey.

Email us contact@aimtechnolabs.com
Call us +91-8866986290
Visit us Ahmedabad, Gujarat, India