Case proof
Finafy Web Platform
A financial-services operator needed an admin dashboard to run credit-card and loan leads with status, documents, filters, and exports.
Client problem
A financial-services operator needed an admin dashboard to run credit-card and loan leads with status, documents, filters, and exports.
Ownership signal
Implemented lead-management views for credit card and loan applications with status, document, and export actions
Build shape
Next.js, TypeScript, Admin Dashboard, Financial Services, Lead Management
— Overview
Finafy is a financial services web platform for managing leads, banks, services, consents, CMS content, AI management, user administration, news, articles, and activity logs. The dashboard supports credit-card and loan lead workflows with status tracking, document actions, filtering, and export tools.
— Responsibilities
- Implemented lead-management views for credit card and loan applications with status, document, and export actions
- Structured admin modules for banks, services, consents, CMS, users, articles, and activity logs
- Aligned dashboard workflows with operational teams that review applications and handle escalations
- Kept large tables, filters, and date-range controls responsive for high-volume back-office review
— The Stack
- Next.js
- TypeScript
- Admin Dashboard
- Financial Services
- Lead Management
- Reporting
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