Switzerland biggest mortgage broker that provides personalized advice and helps clients find the best deals.
Money Park helps people get a mortgage with optimal conditions and covers everything on the journey from initial calculations to getting offers from banks.
Money Park acts as an intermediary consulting agency between customers and banks and combines online tools with an in-person advisory to help its clients find mortgages and insurance that best suit their situation.
Money Park needed an MVP built with Django — and we’ve created it together. Then, we transformed it into an advanced product with multiple functionalities able to analyze a customer's financial situation, calculate approximate offers and taxes before and after getting a mortgage, provide offers right away, and more.
A website that provides all the information about the Moneypark company, its products, services and offers; it includes landing pages where customers can try the Moneypark tool, enter data, see basic calculation results and an overview of their affordability situation.
Also, the customer can go through the complete process of finding a mortgage provider online and even sign a contract with the bank (if the option is supported by the bank chosen).
Android and iOS Mobile apps
Mainly used to make a direct call or send a message to MoneyPark, receive a general info, and order a personal meeting with the consultant.
- Complex logic and business rules elaboration for processing numerous input parameters.
- Google Map integration.
- Support for property evaluation systems (WUP, IAZI).
Multiple types of personal and financial data:
- General info.
- Income before and after retirement.
- Assets (savings, real estate, securities, etc.).
- Pension data.
Calculations are based on all the data collected from customers and providers. Integration with banks API enables the provision of up-to-date provider data and the possibility of signing a contract on the spot (if supported by the bank).
As a result, we receive a list of providers and information about rates, affordability, and other metrics. It also includes tips for clients to help them match to specific bank criteria.
Renegotiation and Loan affordability calculator. Complicated calculation algorithms based on the customer's data and property.
Based on MoneyPark's own custom Calendar application and Document Management System.
Mechanisms for exchanging information with banks, based on Partner Cooperation Platform, allows banks to:
- Review particular requests for the products potentially available to individual clients.
- Approve or decline an offer.
- Change rates or conditions for a particular offer.
- Add comments and propose additional actions for clients.
- Tasks.
- Calls.
- Meetings.
- Consultants' schedule.
- Room reservation.
- Integration with MS Outlook Interface allowing MS Outlook to use the Calendar's data.
The Dynamic Discount Rules Engine is the engine that allows MoneyPark experts to create specific formulas in the admin panel to use in meetings for discount calculations.
- Support for documentation versioning.
- PDF tools.
- A configuration of multiple doc packages within the CRM.
- Automatic email alerts on system actions (fully configured within CRM).
- Wide possibilities for email configuration within the CRM.
Fintech Case Studies
