Kreditgenie CRM
A specialized German-language admin panel driving the operational workflow of credit and loan application management.
Project Overview
The Kreditgenie CRM serves as the core operational platform for financial advisors. It was built to streamline the intricate process of handling loan applications seamlessly. Utilizing a monolithic, highly reactive architecture via Laravel and Inertia.js, we eliminated the need for a separate API, reducing latency and accelerating development velocity.
Key Technical Challenges
- Domain-Driven Modeling: Implementing strict lifecycle rules for applications (`not_processed`, `in_process`, `finished`). Pipeline progression relies on automated notifications based on time decay.
- Complex Role Permissions: Three distinct operational tiers—Service desk, Advisors, and Quality Assurance—each restricted to specific pipelines.
- External Integrations: Deep integration with major European credit APIs (Europace, ProCheck24), wrapped in a unified interface pattern to normalize varied payload structures.
Architecture Details
The frontend relies heavily on reusable Vue components distributed through the Inertia protocol, achieving zero-refresh UX while relying purely on Laravel's server-side routing (and standard Eloquent querying). All core models utilize SoftDeletes to preserve audit paths, whilst route bindings automatically inject soft-deleted entities to maintain route integrity for historical applications.