Case Study – Referral Management System
- The solution is SAAS (Solution as a service) based.
- It is an application for Loan Consultant Companies or DSAs (Direct Selling Agents) of Banks & NBFCs.
- It enables to a DSA to monitor & Track loan applications.
- It enables a movement of an application on a pre-defined workflow.
- Automatic notification to customers on the progress of an application.
- Post disbursement Services
- Manage Document list
- Manage Banks Legal Report
- Generate a professional PDF
Challenges / Business Problem
Build product with features like:
- System should allow to manage contacts/ upload contacts.
- Should enable lead management.
- Should enable task management.
- Auto reminders on pending tasks.
- Monitor lead sources.
Client & Users
Region : India
- Schedule : 4-5 weeks Sprint – iterative method
- Team Size : 5
- MS Visual Studio 2018
- MS SQL Server 2016
- .NET Framework 4.5
- MS FxCop
- ABC PDF