Partner intake
A guided deal-submission experience supports draft creation and promotion into submitted records tied to the authenticated partner.
Commercial Loan Referral Platform — Demo
A full-stack demonstration of partner submissions, administrative deal management and borrower-facing status visibility.
My role
Built the full-stack interview/demo implementation and refined its workflows and interface.
The problem
Loan referrals need different experiences for submitting partners, reviewing administrators and borrowers following progress, while keeping their responsibilities distinct.
The approach
Built role-oriented workspaces backed by persisted deals and activity records, with guided intake, lender import and commission tracking.
What it enables
Implemented a coherent multi-role referral lifecycle suitable for demonstration, without claiming real financed loans, paid commissions or regulated production use.
The work,
and its boundaries.
Administrative workflow
Pipeline management combines deal review, lender assignment, status changes and persisted activity history.
Lender onboarding
A CSV wizard supports upload, column mapping, sanitized preview and import results instead of requiring manual entry for every lender.
Role-specific visibility
Partners inspect commission records while borrowers see simplified deal statuses and an authenticated history view.
Scope
Substantive full-stack demonstration with database/authentication integration, not a static UI mock or a claim of a deployed lending business. Commission records are not payment execution.
Technology
- Next.js
- React
- TypeScript
- Supabase
- PostgreSQL
- TanStack Query
- React Hook Form
- Zod
- Papa Parse
- Tailwind CSS
Let’s make your next project workable.
Talk with me about the product, the engineering and the decisions that need to stay with people.