Overview

Our client investments started an Online Real Estate Crowd Funding Platform that connects accredited investors to high-quality real estate investment opportunities and that’s when they hired us. Main problems were

Our client needed all functionalities of Debt based crowd funding platform.

Our client has varied set of customers hence responsiveness was a necessity not a rich feature

Automation of operational and marketing processes

Our client wanted the complete CRM system to be integrated tightly with backend of the platform

Vetting process for accredited investor has to be implemented

Our client needed to implement e-Wallet System

Our client most unique requirement was to implement a system that allows every and if not most of the banks in United States to be able to make ACH Transfer without leaving the Platform and without creating any other account anywhere.

Industry:
Real Assets Industry
Services:
IT Consultancy, Crowdfunding Portal, Banking Solution
Via:
creativebusinesslabs.com

Solution

Infotree designed the architecture for the implementation of the solution into three phases over WP as a platform in order to deliver the requirements. Our solution includes:

Team at Infotree developed a WP based Private Solicitation Platform or Debt based Crowd Funding Platform with features like :

Manage Investment Account
Add Investment Offering
Share content with social media
Commenting System for Q&A
Investment Dashboard
Real Time Project Progress Bar
Automatic Notifications
Investment Offering and Documentation
Digital Signature

Enriched responsive User Experience was delivered as we understand its importance due to varied set of customers

Process driven approach was adopted to implement the Vetting Process starting with KYC Documents upload and saving them to dashboard along with other necessary information.

Implemented the tightly coupled integration with Infusion Soft as CRM and Hub Spot as the analytical tool for the platform other then Google Analytics for some specific tasks.

Implemented an e-wallet system along with an integrated solution for payments so that all the payments can be transferred from their bank accounts to the platform without leaving the platform and also getting refunds into their e-wallets automatically if project dosent get completely funded.

Results

The CEO was extremely happy not just with the deliverable but with the approach and process towards the project.

New site was successfully developed and launched across all platforms like Chrome, Firefox etc

Most suited for all kind of devices as well as screen sizes

The team of 10 is reduced to 1 still having an awesome online presence.

Much more administrative control over the UI and Content due to Word Press as a CMS Platform

Improved Search Engine Rankings due to SEO friendly architecture

Most importantly Info Tree designed the solution in a manner that it has a tremendous space for extensibility for future enhancements