The Portfolio

Feature Project


Community Futures British Columbia - Web Enabled Online Loans

Developing this application was a welcome challenge that took a considerable amount of planning and organization to distill the many different application processes into an intuitive interface that reduced their complexity and repetitive nature.


Community Futures BC wanted to create an easy-to-use, readily accessible, secure, centralized loan management portal for use by their lending teams. The audit of their requirements also indicated the solution needed to streamline the creation and management of loan packages for 34 independent offices across BC, as well as reduce the repetition associated with manual data entry.


The Concept

Technology has dramatically changed the way in which data can be recorded and accessed. For a loan corporation like Community Futures British Columbia (CFBC) even the simplest loan can accumulate a large amount of data that can be spread throughout many legal documents. With 34 independent offices across British Columbia they recognized the need for an easy-to-use, readily accessible, centralized loan management strategy to provide their lending teams and clients an efficient and streamlined approach to processing and storing loan packages that followed the outlined procedures and best practices on loan security and security registration practices detailed in their legal loan manual.


The Process

During our audit we broke down their requirements, identified the main objectives, and produced what we considered to be a workflow that would streamline the creation and administration of past and present loan packages, provide scalability for future growth, and provide an easy-to-use application for all user levels. From this a list of deliverables and responsibilities were produced including a schedule for development with milestone status updates.





The focus of this project was not to produce a fancy design, but instead to focus on improving the workflow of creating and managing loan packages, so instead we integrated the look and feel of the existing website and its colour palette into our design mockups.




The Solution

From the audit of the loan package documents we were able to visually assess the amount of loan data in a single loan package, which included a large amount of repetitious data entry, as well as optional documents, sections, and fields. To provide a solution that allowed for the management of loan packages, and removed the repetitious data entry we created a loan package manager and a form wizard with a service layer that captured the logic and function of each field of the document, and was able to share data between fields reducing the amount of required data entry. We also provided a solution to include optional documents based on specific loan requirements and automated the exclusion of document sections and fields that were not required.

In the end, the online legal loan portal produced provided an easy-to-use web interface for listing, creating, managing, and maintaining CFBC’s loan packages, with a help centre containing video tutorials to help orient and refresh users on the different sections of the web application.


(above) The finished product, a new integrated user friendly site that makes administering and applying for loans a straight forward process.

Developing this application was a welcome challenge that took a considerable amount of planning and organization to distill the many different application processes into an intuitive interface that reduced their complexity and repetitive nature.


Community Futures BC wanted to create an easy-to-use, readily accessible, secure, centralized loan management portal for use by their lending teams. The audit of their requirements also indicated the solution needed to streamline the creation and management of loan packages for 34 independent offices across BC, as well as reduce the repetition associated with manual data entry.

(above) Workflow map to streamline UI development and organize functionality.

(left) Source Reactor's mock up of site features and interface.

(below) The finished product, a new integrated user friendly site that makes administering and applying for loans a straightforward process.



New Releases


Years of experience have made for a robust portfolio.

Progressa
Web Development, Database Solutions

Progressa wanted to develop a set of secure mobile portals to assist with improving how Canadians applied for financial assistance, as well as improving the administration of the loan applications by providing a LenDesk integration for the socially responsible lender to make better credit decisions regarding what was best for the applicant.

Umbrella Society
Mobile, Database, Two-Factor Authentication

Umbrella's team is always out in the community working with clients and are rarely in the office. They recognized the need for an application that was as flexible and mobile as them. We helped make this happen by creating a mobile application for collecting information on the well-being of their clients, modeled on the iPhone contacts interface to make it easy to learn and use.

Trust and security are important to Umbrella when dealing with their clients, and no less so when collecting confidential client information so two-factor authentication was implemented for increased security.

With 100% adoption by employees in their daily contact with clients Umbrella has a wealth of data indicating the enormous impact their services are providing.

Projects coming soon


Brilliant new solutions coming through a bandwidth near you.

A few words from our clients


For all of Umbrella's data needs, [Source Reactor] is our guy

[Chris at Source Reactor] isn't just collaborative, he joins the team, rolls up his sleeves and gets the job done. We appreciate his honest and flexible approach, and his professional customer service skills - even after the job is complete he checks in to ensure we are happy. You don't get that personal touch anymore, and it's those small details that puts Chris ahead of the rest.

Sharlene Law, Team Lead Umbrella Society

Ready to roll?


Do you have a brilliant idea ready to take off? We'd love to help kick it into high gear. Contact us today.

info@sourcereactor.io

Victoria, BC Canada