Mortgage analysis and financial dashboard

Project details

Startup "Finwiz" provides advanced mortgages analysis using infographics on custom-built dashboards produced by WEBSPARK. The purpose of the project is free consulting of customers who are going to get mortgages from Israel banks. It is professional consulting service that will save your time and money. We propose optimized payment model for purchasing flat/house/estates or investing in properties. Finwiz service generates unique dashboards with detailed calculation of loan's amortization data, required metrics and possible risks according to the received proposal.

Linkmashkanta4.me

Mortgage forecastUP TO 30 YEARS

Mortgage calculationWITHIN 1 MIN

Challenge

To split the data into separate visual dashboards grouped by the general idea and to display most of the metrics and critical values in a graphical way

Real time dashboard generation
PDF creation and compression
Detailed mortgage analysis reports
Desktop and mobile adaptation
Friendly and usable UI/UX
Dashboard extension with new sections and metrics

Solution

A cross-functional team with a focus on design tasks, pixel-perfect markup and Node JS specialist as a main + PHP expert for projects related to the existing client's WordPress service

Backend
- NodeJS
- ExpressJS
- Puppeteer
Frontend
- Handlebars
- HTML
- Canvas

Summary basic analysis and amortization data

Former and alternative mixtures

Optimized payment model and mortgage progress

Homepage

NEW

Entry into the new market with provided products

AUTO

Replacement of manual request handling with a digital form

4 000+

New service requests within a year

Result

Significant upscaling of the Finwiz audience and enlargement of leads/clients by engagement of additional traffic with updated service. The number of average day-by-day requests regarding mortgage analysis was increased several times. The total amount of Facebook subscribers was pushed right after the project release. Easily editable code with the possibility to enhance projects functionality.

WEBSPARK designed and developed a very complex financial dashboard. They handled all aspects of the development cycle, from business analysis to designing spectacular UX mockups, thru flawless implementation, and finally QA. The entire process was executed using advanced development methodologies.