MS-Dynamics solution for Reduction in loan-processing time
Salesforce
“This single solution has automated one of the most time consuming task and we are now able to process many more request than earlier.”
Head, Operations
Client : A specialist risk and compliance firm
Challenge
- The client had a need to verify the accuracy of information provided by the Borrowers related to Property Mortgage, Insurance, etc.
- For HNW clients the client had to run 22 different
- reports related to Compliance, Credit Information.
- This required integration with 15 service providers
Solution
- Sailfin implemented a solution based on Microsoft Dynamics with custom developed services
- Built an Automated service to connect with 3rd parties for data and store that information in the database after parsing.
- Developed Database-Events for automatic generation of reports
- Deployed Cron-job to continuously check for updates
Industry: Financial Risk Consulting Services
Microsoft Dynamics4X
increase in the number of applications processed
- Single system for data validation
- Easy updates in-case of change in service-provider
