Sigla Simplifies Client Loan Process with New Liferay Partner Portal
Background
Challenges
The partner portal needed to:
- Ensure interaction and communication between bank branches and Sigla’s central specialists with a simple and intuitive interface.
- Get built quickly in order to meet business requirements as part of the contractual agreement.
Implementation
In fact, from defining requirements for the portal to the launch date, only four months elapsed.
After logging into the new portal, users see the dashboard, where they can view all actions entered by the user (if a bank operator) or managed (if a Sigla operator.) Users can manage or check progress based on status, using filters and search to refine their selection process.
The portal features an efficient three-step workflow:
- First, when logging in as a bank operator, the user can perform simulations by entering data to provide an initial estimate to the client, and then printing or entering the request.
- Next, the user enters a “New Request,” divided into personal data, income data, and financing request data. This data helps create pre-filled documents ready for a signature.
- Finally, the approval flow moves between the bank operator and the Sigla operator. At any time, the bank operator can view documents and notes already entered or see a client’s master data.
Results
- Up to 30% decrease in the time it takes to enter data because of an intuitive and easy-to-use interface.
- 50% decrease in approval time because of the workflow automation and smooth integration with existing back-end systems.
- Faster time-to-market from the design to release of the solution.