Geniusee logo

Lending platform

Automated tool to match lenders and business

Services:

UI/UX Design
Web Application
MVP
QA/QC
PM

Domain:

Fintech
Client's photo

Working with Geniusee made life easy. The great thing about them is that they work with you to truly understand your problem and provide you with a number of solutions, both on a collaborative and technical level, depending on your needs. Having their dedicated team was like having a real in-house developmental team. Overall, working with Geniusee was a dream, as they delivered on the scope quickly and efficiently, making sure that nothing was broken by the time of delivery.

Peter Byun

PM from clients' side

Scope and highlights

5 months for MVP development

UX/UI design

Design, Web Development, Mobile Development, QA, Management

UI marked by experts from The Design Showcase

Dedicated team of 8 team members

the challenge

Our client is a secure, automated platform that streamlines the merchant cash advance process and enables ISOs and lenders to manage their businesses from one centralized, convenient place. Combining innovative cloud software, leading-edge privacy technology, and deep industry experience, financial platform matches merchant applications to the optimal lender through a seamless, efficient, and utterly private process.

It’s the all-inclusive solution that ISOs, lenders, and merchants have been waiting for. The client came to us with the request of developing a lending platform for a company in a niche financing sector in about three to four months.

The challenge involved building a fully functional web application that would bring all the company’s offline operations online into an automated system.

Funderslink

Key challenges in this project included:

  • Rethink and update an application design, make it more intuitive and functional.

  • Transfer the company’s offline operations online into an automated system with banking integrations and other services.

  • Develop a fast and well-performing web application.

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the process

Our clients' project is a complex platform with many roles and functions. The merchant applies securely online, the lender conducts a search and makes offers on deals that match their criteria, and the merchant reviews it and e-signs the final agreements online. Independent Sales Organizations (ISOs) and agents get offers from multiple lenders, keeping their deals secure and organized, helping them finish deals.

After understanding the problem, we created a roadmap to show how an app would be built out in the next few months. We started with the design phase and MVP. The platform had to quickly and safely find matches and sign contracts, collect clients’ data and track clients’ credit scores, receive different types of commissions and charges and allow banking integrations and other third-party services.

Funderslink

Project techstack:

  • BE technology - .net 5.0

  • BE application type - Asp Net Web API application

  • DB - Microsoft SQL Server

  • File storage - AWS S3 Bucket

  • Deployment - Docker Containers on AWS

  • Target OS - Crossplatform(tested on Linux/Windows)

  • ORM - Entity Framework Core 5.0

Pavlo Kytsmey

As we at Geniusee focus on FinTech projects, working with our client was an exciting task. It is a complicated solution that requires a complex vision. We succeeded, though, and managed to develop a white-label multifunctional automated platform that was implemented and helps to scale other similar projects. The massive scope of tasks on this project was delivered on time and within the budget.

Pavlo Kytsmey

Delivery Manager Geniusee

User flow

User's flow
Screen

the outcome

The financial platform got a fully automated and cloud-based platform that protects all parties from risk while streamlining the deal-making process to boost productivity and profitability. The project matches merchant applications to the optimal lender through a seamless, efficient, utterly private process that provides actionable information while keeping sensitive identity information confidential.

This protects both merchants and ISOs. The platform also includes an independently managed Fraud Detection System that compiles and tracks merchants to protect lenders against fraudulent parties.

With powerful deal-tracking, communication, and CRM tools, our client's product is an easily integrated platform helping lend resources quickly, safely, and effectively from one digital location, online or on mobile, 24/7.

The success of this project hinged on the following factors:

  • Automation of processes and banking integrations ensured the effectiveness of a digital platform that helps businesses safely lend money from verified lenders.

  • Motivated and professional team members who were really dedicated to this project delivered the complex solution on time and within the budget.

  • The team developed a white-label solution that can be implemented on other projects.

Outcome

Overall, working with Geniusee was a dream, as they delivered on the scope quickly and efficiently, making sure that nothing was broken by the time of delivery

Peter Byun

Outcome
User's flow

Thank you

for watching

Geniusee Design & Dev Team

2021

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