June 26, 2024

Streamlining Loan Processes for a Fintech Company

Streamlining Loan Processes for a Fintech Company

airtable automation
make.com automation

Client Overview

Our client is a leading fintech company from the Czech Republic, specializing in providing loans secured by real estate. The company has a growing portfolio and needed a more efficient way to handle its various processes, from risk assessment to contract management, to support its expansion.


  1. Complex Risk Assessment: Manually assessing the risk of each loan based on real estate value was time-consuming and prone to errors.
  2. Integration Gaps: The lack of integration with real estate appraisers, cadastres, and financial institutions led to fragmented data and inefficiencies.
  3. Contract Management: Creating and managing contracts manually was labor-intensive and prone to errors.
  4. Transaction Control: Tracking government payments and transactions manually was inefficient and risked compliance issues.
  5. Investor Integration: Coordinating with investors without an automated system created delays and miscommunications.
  6. Document Tracking: Monitoring post letters and other documentation required a streamlined tracking system.
  7. Task Management: Ensuring efficient collaboration and task management among team members was challenging without a robust project management tool.

Solution Provided by Value Added Tech

To address these challenges, we developed a comprehensive Airtable database with interfaces and automations tailored to the client’s needs. Key components of the solution included:

  1. Risk Assessment Interface: A dedicated interface to streamline the risk assessment process by integrating data from various sources.
  2. Integration with Real Estate Services: Seamless integration with real estate appraisers, real estate cadastres, and Google Photos to gather and validate property data.
  3. Contract Automation: Automated creation of PDF contracts with all necessary details, including real estate photos, using make.com.
  4. Transaction Control and Accounting: Automated tracking of transactions and government payments, ensuring accurate and timely accounting.
  5. Bank Account Integration: Direct integration with the client’s bank account for seamless financial transactions.
  6. Post Letters Documentation Tracking: A system to monitor and track all post letters and important documentation.
  7. Investor Integration: Automated updates and communication with investors regarding loan statuses and financial transactions.
  8. Asana Integration: Integration with Asana to enhance task management, enabling efficient collaboration and tracking of project progress.


The implementation of the Airtable solution yielded significant improvements in efficiency and accuracy:

  • Monthly Real Estate Processing: Increased to $7 million, demonstrating a substantial capacity enhancement.
  • Automation Workflows: 50 automation workflows were created to handle various processes seamlessly.
  • Database Tables: 24 tables were designed to organize and manage the client’s data effectively.
  • Interfaces: 33 interfaces were developed to provide intuitive and user-friendly access to data and processes.
  • Cost-Effectiveness: The solution reduced operational costs by 40%, primarily by minimizing manual labor and streamlining processes.
  • Return on Investment (ROI): The client achieved an ROI of 150% within the first six months of implementation due to increased processing capacity and efficiency.
  • Manual Work Reduction: Manual work was reduced by 70%, freeing up valuable human resources for more strategic tasks.
  • Efficiency Improvement: Overall operational efficiency improved by 60%, leading to faster loan processing times and improved customer satisfaction.
  • Task Management Enhancement: Integration with Asana improved task tracking and collaboration, ensuring timely completion of projects and tasks.


The integration of Airtable with various real estate and financial services, combined with advanced automation and Asana integration, transformed the client’s loan processing operations. The new system reduced manual efforts, minimized errors, and enhanced overall efficiency. By processing real estate loans worth $7 million monthly and leveraging 50 automation workflows, the fintech company is now well-positioned to scale its operations and meet growing demand. The comprehensive solution provided by Value Added Tech has not only met the client’s current needs but also established a robust foundation for future growth. The significant cost savings, impressive ROI, and substantial reduction in manual work underscore the value and effectiveness of the implemented solution, while Asana integration has ensured efficient task management and collaboration among team members.

Contact us to explore how we can tailor our solutions to streamline your operations and drive your business forward: sales@vatech.io

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