Platform for
construction agents
Where project registration and information of interested clients are
carried out, as well as their identity validation and follow-up
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Banking Success Story
Banking – Real Estate Mortgages
Information partially redacted due to confidentiality clause.
Information partially redacted due to confidentiality clause.
How process digitization significantly reduces costs while increasing operational efficiency with TBBC as your ally
Our client, a trusted financial entity responsible for managing and protecting the financial resources of its clients, focused on real estate mortgages, positioning itself as a solid and reliable option for asset and financial resource management.
One of their objectives was to digitize their credit processes, leveraging technology for better results.
Challenges
What did the financial entity want to solve?
To quickly serve and evaluate their clients. Increase efficiency in banking procedures for loan evaluation, reducing the negative impact of factors such as travel and the need for different processes that couldn’t be performed immediately… These elements were a barrier to continue with the sale.
Solutions
TBBC
Business process traceability: including interactions between builders, buyers, and the banking entity
Documentation of specific case types: with reduced waiting times
Digitalization of business processes
Integration of services: official credit scoring (Sarlaft) and digital signature (Docusign and Viafirma)
Development of a multifunctional web application: for the sales force of the construction company and for bank staff
Tracking and documentation of the loan evaluation process through the web application
Scope
Platform for
Platform for
financial advisors:
To perform client risk assessment, including a dashboard for reports, project tracking, and management of users and construction companies.
Platform for
clients:
Where digital signing of forms is performed
Step4: Recognition
There anyone who loves or pursues or desires to obtain pain of itself, because it pain but because occasionally circumstances occurs in which toil and pain procures him some great pleasure take a trivial example physical exercise.
Our solution
It would also apply to all sectors or industries that involve the need for procedures, documents, and evaluations, such as:
– The financial sector
– Insurance
– Healthcare
– Telecommunications, among others.
Consulting on Invoice ...
