A web platform that replaced

A web platform that replaced a paper-and-email credit approval process with a tracked digital workflow.

Before it, a customer's credit request moved through the company as a form that got signed, scanned, emailed and chased. Nobody could answer "where is it right now?" without phoning three people.

The system turns that into a seven-level sequential approval chain — sales person raises the request with the limit, terms, financials and supporting documents; it moves through sales head, branch accounts, branch head, head office, SBU head and finally corporate approval. Each level sees exactly what it needs, every action is timestamped and attributed, and stakeholders are notified by email as it moves. On final approval the credit facility goes live automatically.

It also generates the PDF reports management uses to review exposure across branches.

Built with C# / ASP.NET and SQL Server.