MS-Dynamics solution for Reduction in loan-processing time

case-study-ms-daynamics-mortgage
‚ÄúThis single solution has automated one of the most time consuming task and we are now able to process many more request than earlier.‚ÄĚ
Head, Operations
case-study-ms-daynamics-mortgage

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
services Microsoft Dynamics

4X

increase in the number of applications processed

  • Single system for data validation
  • Easy updates in-case of change in service-provider