Mortgage Application Case Management and Reporting

Full Stack End to End case management & reporting for high street retail bank

Our bredth of technical skills was the primary reason for choice in this high profile retail banking programme to enable the handling of cases, mangement and reporting status of the clients mortgage business.

Remarkable Dynamics have been the primary development team in the import of electronic documentation from distributed sources, data transformation to cloud based services and reporting through interactive embedded dashboards.

Standardised API's

We architected, implemented and maintain a custom API for adding electronic documentation to mortgage case systems inside Dynamics CRM.  This bespoke customisation enables the bank to have a single point for document submission that will automatically attach to CRM cases based on business logic.

Monitoring and Reporting

The reporting facility created by Remarkable Dynamics is a primary source of both Management Information and Operational Management.  Without this facility the client would need to employ many resources to manually structure the data into a readable construct which would not function in real time