Financing Portal
A working demo of this project is being built right now, end to end. It goes live on this page.
building…The build plan
Agent client onboarding
Proves brokers can onboard a client through a guided wizard with document capture.
Admin maker/checker approval
Proves two-tier approval and audit-trail governance for staff.
Client statements portal
Proves clients can view balances and statements and mark a payment.
Digital onboarding journey
Proves the invitation-to-signature conversational flow end to end.
The project
What
This is a secure, web-based financing platform built as four integrated portals: an Agent Portal where insurance brokers onboard personal and commercial clients through guided wizards with OCR document capture, identity verification, quote generation, and e-signature agreement execution; an Admin Portal for internal staff covering system configuration, maker/checker two-tier approvals, collections, and notifications; a mobile-first Client Portal for viewing statements, balances, and making card payments; and a digital onboarding journey that takes a client from an initial invitation through a conversational flow to e-signature and payment. Security is first-class throughout, with MFA, role-based access with row-level data scoping, encryption at rest, immutable audit trails, and PCI-aware payment handling built to OWASP ASVS Level 2.
For
The platform serves three user groups: insurance brokers who need a structured, compliant way to onboard clients and generate financing agreements; internal finance company staff who govern and approve those agreements through a controlled two-tier workflow; and end clients who need self-service access to their account and a clear path to completing their onboarding digitally.
Problem
Finance companies managing insurance premium financing across broker networks have no single system that connects broker-led onboarding, internal approval governance, and client self-service in one auditable workflow. Existing tools handle these in isolation, creating compliance gaps and manual handoffs between stages.