All work
MyFC
A CRM for financing casework: intake, document checks, consultation and bank submission, tracked case by case across companies.
- Category
- Business software
- Stage
- In development
- Built with
- Next.js, React, TypeScript, NestJS, PostgreSQL, AWS, Tailwind CSS
Demo data
About the project
The challenge
Financing cases pass through many hands. Teams need one view of each case's stage, evidence and next owner, and private documents need clear boundaries between companies.
What we built
MyFC is an invite-only, multi-company CRM. Each case moves through twelve stages with one accountable person per stage, a document checklist and a full activity history. AI assistance is limited to preparing material for human review; the case owner keeps the decision.
Scope
- Case stages with an accountable owner for each step
- Company-aware access and private document handling
- Case timeline, follow-ups and manager controls
Stack
- Next.js
- React
- TypeScript
- NestJS
- PostgreSQL
- AWS
- Tailwind CSS
Demo data
Demo data
Demo data
Demo data
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