Radiant Finance
A comprehensive financial services platform featuring multiple interconnected portals for lead management, customer onboarding, and loan application processes.
Technologies Used
Services Provided
Project Overview
Radiant Finance is a comprehensive financial services platform featuring multiple interconnected portals designed to streamline lead management, customer onboarding, and loan application processes. The system serves agents, administrators, and customers through dedicated interfaces.
Portals Developed:
Agent Lead Management App: - Step-by-step (SOP) lead tracking - Lead collection and management - Field agent workflow support - Real-time lead status updates
Admin Portal: - Customer management dashboard - Lead management and assignment - Agent performance tracking - Reporting and analytics - System configuration
Customer App: - User onboarding and registration - Company profile creation - Loan application submission - Application status tracking - Document upload and management
Key Features: - Multi-portal architecture - Role-based access control - Lead lifecycle management - Loan application workflow - Customer data management - Agent productivity tools - Administrative oversight
