A Loan Advisor Portal With Affiliate Management

NowFinance is a loan advisor portal with affiliate network management, dynamic dashboards, and workflow support for financial consultants.

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Category

Product Engineering / Open-Source SaaS Platform

Project Type

Internal product / open-source platform

Audience

Startups, SMBs, and self-hosted software users

The Problem

Lending businesses that work through advisors and affiliates carry a coordination problem: applications arrive from many sources, each partner needs visibility into only their own pipeline, and attribution has to be right because commission depends on it.

The portal was built to give consultants a working surface over that process, with dashboards reflecting their own book of business and workflow support for moving an application forward.

What We Built

  • loan advisor portal with role-aware access
  • affiliate network management and attribution
  • dynamic dashboards reflecting each advisor pipeline
  • workflow support through the application lifecycle
  • reporting for consultants and administrators
  • document handling within the application flow

Relevant Service Lanes

Financial workflows carry consequences that ordinary CRUD applications do not. Attribution errors become commission disputes, and access control is a compliance matter rather than a convenience.

Custom Software Development

Bespoke systems built around how a business actually operates.

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Web Development

Custom web applications, dashboards, and APIs.

Open page

Python Development

Django, DRF, and FastAPI backends built for production load.

Open page

Why This Was More Than a Dashboard

Financial workflows carry consequences that ordinary CRUD applications do not. Attribution errors become commission disputes, and access control is a compliance matter rather than a convenience.

getting affiliate attribution right, because commission depends on it

scoping data access so each partner sees only their own book

supporting a workflow that changes as lending criteria change

building dashboards that stay fast as the pipeline grows

handling financial data with appropriate care and auditability

Technology Stack

PythonDjangoPostgreSQLCeleryRedisJavaScriptAWS

Outcome

  • live in production at nowfinance.com.au
  • supports advisors and an affiliate network in one portal
  • workflow and attribution handled inside a single system
  • demonstrates delivery for the Australian financial services sector

Need a Portal for Advisors, Partners, or Brokers?

If you need a senior engineering partner for a self-hosted platform, operational product, or full-stack SaaS build, MicroPyramid can help.

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