Loan tendering for housing companies requires multiple data sources, multiple stakeholders, and a large volume of supporting information. Housing company data, loan details, financial information, shareholder information, longer-term repair plans, and key documents all needed to be brought together in a form that could support assessment and action. At the same time, the process required visibility into which cases were worth pursuing, where each tender stood, and what needed to happen next.
Retta engaged Routa Digital to design a platform to support the loan-tendering process for housing companies by bringing together imported data, analysis, prioritisation, and workflow coordination into a single operating model. The concept connected property managers, moderators, and banks around a more structured tendering process, from initial identification of suitable cases through to offer comparison and decision-making.
