Case Study: Finance Brokerage System — Rescuing a Stalled Project
The Challenge
There was a need to urgently bring a stalled finance broker portal platform live.
The original project — built in VB.NET and MVC5 — suffered from poor database structure, incomplete workflows, and no integration with finance companies or key verification services.
Competitive pressures made a fast turnaround essential — but budget and timeline ruled out starting over.
Key issues included:
- Incomplete application workflow.
- No end-to-end loan processing
- No finance company integrations.
- No revenue features to cross-sell insurance products.
Our Solution
Dark Arts took on the project rescue — completing and enhancing the platform to get it live:
- Workflow completion — full end-to-end loan application process.
- API integrations:
- Bank statement retrieval.
- Credit checking.
- Driver’s licence verification.
- Automated application submission to finance companies — via API where available, or via Selenium-based website automation for others.
- Insurance product integration:
- Worked with the insurer’s API (which we had also helped maintain).
- Enabled brokers to select and purchase insurance products directly from the loan application form.
- Integrated quoting, pricing, and policy document generation.
- Purchased policy documents stored automatically in the application’s Supporting Documents tab.
- Payments for CVI insurance handled via integrated external payment system.
- Insurance products now positioned front and centre — expected to boost cross-sales for the insurer.
- Audit trail — full application history tracking.
- Reporting — implemented using Telerik Reporting.
- Portal enhancements:
- Customer portal for providing missing info.
- Finance company portal for secure application viewing.
The Impact
- Project rescued and launched under tight competitive deadlines.
- Full loan application workflow now in production.
- Automated multi-lender integration — saving significant manual effort.
- Cross-sell of insurance products — improving broker options and adding revenue potential for the insurer.
- Operational efficiencies and audit improvements — boosting compliance and transparency.
The brokerage system — and the insurance partner — avoided the risk and cost of a project restart. The result: a working, revenue-enhancing system that meets business needs and competitive pressures.