Goal of the project:
Our client works with the biggest names in financial services and provides services such as mortgage analytics solutions, analytics consulting, and loss mitigation solutions. The goal of this project was to build a software combining CRM, document management system and internal processes automation.
Solution & results:
We've built a system which covers the typical workflow of a company manager
and has the fully configurable interface and workflow steps. It includes checking and cleaning up data received from a client, processing it through complex workflows, assigning different projects to co-workers with progress tracking, data import from Excel and CSV and reports generating.