All case studies
Confidential investment holding Holding headquarters

Bank financing: mortgage comparison and a workflow-building assistant

A ready mortgage product, a task registry and daily industry briefings replaced manual calculations and scattered assignments.

AI implementation AI Acceleration Enterprise IT

From constraint to outcome

What was blocked, what changed, and what the client gained.

01

Problem

Mortgage terms were calculated by hand, assignments could get lost across companies and sector updates had to be collected from several sources every day.

02

System

We shipped a mortgage calculator with an admin panel, a staff task registry and a messenger assistant that prepares pages or dashboards from a task request.

03

Outcome

Bank-comparison, task tracking and daily monitoring moved into dedicated repeatable workflows.

The challenge

The holding had no single place to assign and track work across companies. Mortgage programme terms were calculated manually, with no consistent way to compare banks. Banking and construction news also required daily manual monitoring.

What we built

  • Mortgage and collateral calculator. A public calculator compares several banks using property price, down payment and term. It supports differentiated payments, collateral-based calculations and partner terms.
  • Admin panel. Bank programme parameters can be updated behind an email-code login without changing application code. The finished product includes the interface, database, authentication and roles.
  • Workflow assistant. A daily translated banking and construction news digest replaces manual source monitoring. A central task registry keeps staff assignments and statuses visible; a messenger request can trigger the assistant to assemble a needed page or dashboard and return its link.

The outcome

The team has a dedicated path for comparing mortgage terms, tracking assignments and receiving sector context without rebuilding the same work each day.