Loan Mangement platform
the Comprehensive Loan Management Hub
Loan management solutions
Duration
September 2024 - January 2025
Region
Australia
Industry
Financial Technology (FinTech)
The Platform transitioned from a Salesforce-based website to a custom MERN stack platform to enhance user experience and operational efficiency. The platform provides tailored dashboards for customers, agents, and super admins, facilitating end-to-end loan application management. It allows customers to apply for loans, track their application status, and interact with agents seamlessly while empowering agents and admins with tools to manage applications efficiently.
Know about Loan Mangement Platform
Streamline loan mangement
The Core Requirement
The Platform goal was to provide cutting-edge solution for managing personal loans efficiently while ensuring data security and scalability.
The aim to optimize Stay finance
The ask
Rescue and stabilize their financial product
Rescued and stabilized a financial product by transitioning it from Salesforce to a custom platform with AWS optimization
🚀
Backend Automation & Scalability
Automated workflows, optimized performance, and integrated third-party APIs in a custom CRM and user dashboard
📈
The Challenge
01
02
Seamless User Migration
Transitioned from Salesforce without service disruptions.
03
Customization & Scalability
Built a flexible, scalable platform to meet diverse needs and growing demand.
04
Data Privacy & Security
Implemented robust protections for sensitive financial data.
Data Accuracy & Integration
Ensured precise data handling across customer and agent interactions.
Our Strategy & Approach
The Solution Proposed
Identifying the limitations of Salesforce, we built a custom CRM, streamlining workflows and eliminating third-party dependencies.
We conducted a full AWS audit, removed redundant services, and cut cloud costs by 90%.
Finally, we engineered a scalable loan management platform with a customer dashboard and admin portal, transforming operations into a seamless, high-efficiency system
Key features implemented
01
02
Agent & Customer Control
Create, deactivate, and modify agent and customer profiles.
03
Lending & Follow-Up Panels
Monitor applications, pending documents, and loan statuses.
04
Advanced Verification
Validate documents, update financial details, and approve loan amounts.
Application Management
View, assess, and track loan applications at every stage.
05
06
Loan Application Process
Simple three-step process for easy loan requests.
07
Digital Contract Signing
Approve and sign contracts online for faster approvals.
08
Bank Account Linking
Connect accounts securely for seamless transactions.
Secure Login & Dashboard
Personalized access with real-time application tracking.
09
10
Application Status Control
Change loan statuses (Submitted, Approved, Declined, etc.).
11
Contract Management
Mark areas for signatures and update compliance details.
12
User Access & Restrictions
Block users, manage opt-outs, and control account activity.
Bank Statement & Document Upload
Fetch, refresh, and manage customer documents.
Customer Dashboard Features
Common Admin Functionalities & Agent Controls
Admin Panel Features
The Impact We Created
#The Sublime Impact
with sublime
🚀 Transformed an Unstable System into a Scalable Fintech Solution, driving efficiency and growth
💰 Cut AWS Costs by 90%, optimizing infrastructure and eliminating redundancies.
⚙️ Streamlined Development Processes, reducing bottlenecks and inefficiencies
🔍 Understood the challenge, Eliminated legacy inefficiencies, and enabled seamless scalability and growth
Discover how you will benefit with Sublime, and experience the lasting impact we've made by driving transformation to Finance platform business
The final result
01
02
Operational Efficiency
Streamlined application processing through automated
workflows for agents and admins.
03
Improved Scalability
Built a robust system capable of handling growth in users
and applications seamlessly.
04
Data Security
Adopted encryption protocols and access controls to safeguard
sensitive information.
Enhanced User Experience
Redesigned customer dashboards with intuitive interfaces for better engagement
How are client feel
CHALLENGE RESOLVERS
#
Jason
Australia
“
Sublime delivered exactly what we needed -a custom CRM that simplified our processes & enhanced lead tracking.Their team was easy to work with, responsive, & always met deadlines
A virtual coffee?
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Get in touch to explore how we can help your business reach its full potential.
Elevating businesses to the Limelight !
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Services
Contact us
210, Iscon Elegance, Prahlad Nagar, Nr. Shapath V, Sarkhej – Gandhinagar Hwy Ahmedabad, Gujarat 380015
©2025 - Sublime Data Systems Pvt Ltd
Your vision
how it became the rescue project for us !
#How We Went from Rescue to Reinvention
What began as a critical rescue turned into a full-scale transformation. With no handover, we took charge, stabilized the system, optimized infrastructure, and eliminated inefficiencies—paving the way for a smarter, more powerful platform
❌ Lack of Documentation & Handover Issues – No contact and no structured transition & from the previous team, causing inefficiencies.
❌ AWS Cost Overruns – Poor cloud resource management leading to excessive costs.
❌ Inefficient CRM & High Recurring Costs – Salesforce had limited customization, complex integrations, and high expenses.
01
From Crisis to Control 🚨
With no handover and a mismanaged system, we identified critical gaps, restored stability, and streamlined operations
#
We Took Charge A mid Uncertainty
01
From Crisis to a Scalable Powerhouse 🚀
02
90% Cost Reduction & Scalable Growth ⚡
03
10K+ Customers Migrated from salesforce to custom CRM✊
04
60% Reduction in Manual Effort📈
Achievements We’ve Accomplished