Agile Workflow Optimization using Portal Solution for UK's Leading Housing Association
- Industry: Housing Consultant
- Location: USA
- Technology: Dynamics.Net
About the Company
Gloucester City Homes (GCH) is an independent registered housing association owning and managing rented homes, leasehold homes, shared ownership, and homeless units. They are committed to creating jobs and opportunities and want everyone to have a home they can be proud of.
Client Requirements
Enable tenant registration for existing tenancies along with account and payment management.
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To register tenant who already has tenancy.
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View details and accounts related to tenancy.
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Payments for different accounts at the same time.
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Real-time data updates on CRM.
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View transactions for different accounts along with filters.
Solutions
Portal enables tenant signup with tenancy reference, account overview, multi-account payment options, and detailed transaction history.
Tenant Signup and Verification: Tenants can sign up for the portal with their tenancy reference number, verifying that the user exists.
Account Overview and Payment Options: Once logged in, they can access account details related to their tenancy account balance and make a payment.
Multi-Account Payment Processing: Tenants can pay for multiple accounts in a single payment. After adding the amount owed on each account, they will be redirected to the payment gateway.
Detailed Transaction History Access: View the transaction history of all the accounts of the previous 4 months.
Result
Streamlined Tenant Registration
Tenants efficiently register using their tenancy reference, ensuring quick and verified access.
Simplified Account Handling:
Tenants easily view and manage their account details and balances, enhancing their user experience.
Efficient Payment Processing
Enables tenants to make multi-account payments and view detailed transaction histories, improving financial management.