# Credit journeys, end to end.

> A credit operation that needed faster decisions without losing control over documents, rules and partners.

URL: https://www.talkit.pt/en/cases/finance-credit/
Language: English · Português: https://www.talkit.pt/pt/cases/finance-credit/
Case study · Finance & credit

## The challenge

Applications arrived through several channels, documents were checked by hand and partners had no shared view of each file. Every manual step added delay and risk.

## Our approach

1. **Map the journey** — We followed each application from simulation to approval and listed every rule, document and handover.
2. **Build the product** — Simulators, a guided onboarding and a B2B portal, with OCR reading and validating documents as they arrive.
3. **Run it** — Logs, alerts and a support routine so the operation keeps moving after launch.

## What changed

- One flow from simulation to decision, visible to the team and partners.
- Documents validated on arrival instead of at the end.
- Full traceability for every step and every change.

## Stack

.NET, C#, SQL Server, OCR, REST APIs, React Native

## Next case

[Smart workspaces: Buildings that run on software.](https://www.talkit.pt/en/cases/smart-workspaces/) · [Start a project](https://www.talkit.pt/en/contact/)