Mortgage & Protection
A fintech company aims to provide business users with a comprehensive overview of an applicant’s financial suitability before they apply for a mortgage or protection product. Our task is to develop dashboards that cater to all users and offer varying levels of detail as required.
Challenge: no conditional logic, screening, or consistency in data capture format across systems.
So, where do we begin?
Before providing accurate affordability calculations, we must thoroughly review all captured data and its relevance to the calculations.
Let’s delve into it…
The registration process for both mortgage and insurance products is identical.
Manual data entry is time-consuming and error-prone.
Additionally, we find legacy fields duplicating calculations, impacting affordability calculations.
