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Daddyis — Financial Services Website & Secure Client Portal

Public website and invite-only client portal for a diversified financial services group — responsible lending, growth capital and advisory — with staged online applications, document verification and administrator approval workflows.

Client
Daddyis
Sector
Financial services
Location
Sandton, Gauteng
Duration / status
Delivered · supported
Daddyis — Financial Services Website & Secure Client Portal

Challenge & approach

Challenge

A registered credit provider needed to take loan and capital applications online while keeping identity, address and bank documents private, controlling who can register, and giving staff a clear review-and-approve pipeline.

Our approach

A React front end over a Laravel JSON API: applicants complete a staged application, upload documents to a private disk, and administrators verify and approve. Approval issues a single-use, hashed invite link that expires in 72 hours. Roles separate customers, marketing staff and administrators, and marketing can edit homepage content live through the API.

What was delivered

  • Three service lines with downloadable company-profile brochures
  • Staged application flow with private document uploads (ID, address, bank)
  • Single-use SHA-256-hashed invite links with 72-hour expiry
  • Admin review of documents, applications, loan records, repayments and feedback
  • Marketing role with live homepage content editing
  • Transactional email over Resend's HTTPS API; Dockerised deployment behind Caddy

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Whether you need detailed cost consultancy, project advisory or a digital platform built properly, our team is ready to talk through consultations, tenders and partnership opportunities.