- Lending platform
- Web
Loan Mantra case study
Expert advisory and automated lending made simple.
- Platform
- Web
- Features delivered
- 11
- Lead stack
- HTML/CSS, .NET
Overview
Expert advisory and automated lending made simple.
Loan Mantra combines over 35 years of expertise with its cutting-edge BLUE™ lending platform to deliver tailored financial solutions for small businesses and middle-market companies. From strategic advisory to SBA loans, the firm empowers businesses to achieve their goals through seamless and efficient lending processes.
- Category
- Lending platform
- Platform
- Web
- Built with
- HTML/CSS
- .NET
- Azure
- MS SQL Server
At a glance
- 11Features delivered
- 01Platform
- 04Technologies
- ClientHTML/CSS
- Services.NET
- DataMS SQL Server
- Cloud & hostingAzure
The solution
Core features
- 01
OTS started relationship with Loan Mantra by helping them to resolve all the existing functional issues occurring in the platform developed by previous vendor.
- 02
OTS did the complete transition from the previous vendor by understanding the complete system, doing code reviews and documenting the complete process workflows.
- 03
OTS migrated the complete system to Azure for improving scalability and reliability.
- 04
OTS implemented robust security techniques to enhance system security including the implementation of SSL.
- 05
OTS implemented a dynamic document template architecture which helps the system administrator to map the templates with existing lenders, loan types, partners and category. Architecture helped to generate pre-filled documents (based on the data in loan application) for the users and also allow the user to manually upload against the required application type.
- 06
OTS changed the architecture to remove the data discrepancies in the applications from both the borrower and advisor side.
- 07
OTS helped in integration of DOCUSIGN API for digital signature of documents from the borrower.
- 08
OTS helped to develop the algorithm for automating the mapping of the lenders and advisors as per the loan application.
- 09
OTS evaluated and implemented the SMART API for providing the credit reports of individual/business to the advisors.
- 10
OTS helped HCANOW to rebrand the complete marketing strategy by launching new brand LoanMantra (developed in WordPress) with integrating the existing platform (developed in .Net) renamed as “BLUETM”.
- 11
OTS helped bringing lendservices and hcanow to one umbrella of Loan Mantra by integrating under sub-domain advisors.loanmantra.com and borrowers.loanmantra.com
Under the hood
- 01 · Client
What people touch: the product on Web.
- HTML/CSS
- 02 · Services
The logic behind it: APIs, business rules and integrations.
- .NET
- 03 · Data
Where the product keeps its records.
- MS SQL Server
- 04 · Cloud & hosting
How it is served, scaled and kept running.
- Azure
- Hosted on Azure, with the services and data kept together.
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