Nemo Personal Finance
Case Tracker and Broker Portal
Requirement/Challenge:
• Provide staff and brokers with tools to manage early
stages of loan applications.
• Security and FSA compliance was critical
• Integration with loan management systems was important to
reduce duplication and speed up application turnaround.
• Provide a secure view for all brokers into state of
applications and value.
Project:
• Requirements gathering, analysis and feasibility
phase.
• Prototype to evaluate features, needs, usability and
training issues.
• Develop custom authentication & workflow
functionality.
• Meet FSA and Principality Security and Quality
Criteria.
• Working with client’s IT department to tailor system
interfaces.