Creditor Portal. B2B SaaS Dashboard

One-Line Summary: A B2B SaaS dashboard enabling creditors to log in, view their debt settlement portfolio, and batch approve, reject, or counter-offer settlement cases from the client.

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Problem Statement

The client negotiates debt settlements between its clients and their creditors. Creditors had no self-service way to view pending settlement proposals, track portfolio performance, or act on cases in bulk. Every approval, rejection, or counter-offer required manual communication (email, phone) with the client's negotiation team. This created delays in settlement processing, increased operational overhead, and limited creditors' visibility into their portfolio with the client.

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Solution

Designed and built a creditor-facing React/TypeScript portal that gives creditors a secure, self-service dashboard to manage their debt settlement portfolio. The portal features MFA-protected login, a KPI-rich dashboard with portfolio overview, a deal flow page for managing settlement proposals, client detail views, and batch operations for approving, rejecting, or counter-offering multiple settlement cases at once. Data visualizations provide revenue projections and portfolio status at a glance.

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Tech Stack

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Key Features

• Secure Authentication: Login with MFA verification, forgot password and reset password flows. Session management with appropriate timeouts.
• KPI Dashboard: Key performance indicators including total portfolio value, pending settlement count, approval rate, average settlement percentage, and revenue metrics. Portfolio overview with status breakdowns.
• Deal Flow Management: Dedicated page for viewing and acting on settlement proposals. Each case shows client details, original debt, proposed settlement amount, settlement percentage, and expiration date.
• Batch Operations: Select multiple settlement cases and apply bulk actions. approve all, reject all, or submit counter-offers for selected cases. Significantly reduces creditor processing time.
• Client Detail Views: Drill into individual client records showing full debt history, negotiation timeline, payment status, and settlement terms.
• Data Visualizations: Charts and graphs for revenue projections (monthly/quarterly), portfolio status distribution (settled, in negotiation, queued), and settlement trend analysis.
• Sidebar Navigation: Persistent sidebar with page links and a pending approvals count badge that updates in real time.
• Settings Page: Account settings, notification preferences, and profile management.
• Support Page: Help resources and contact options for creditor support.

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Impact / Metrics

• Self-service settlement management eliminates manual email/phone communication for routine approvals and rejections
• Batch operations allow creditors to process dozens of settlement cases in a single action instead of one at a time
• Real-time portfolio visibility gives creditors instant access to their their portfolio performance without waiting for periodic reports
• Revenue projection visualizations help creditors forecast expected settlement income

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Status

In Development. Core application structure built with React/TypeScript/Vite/Tailwind. Component architecture established. Dashboard layout, KPI components, and data visualization framework in place. Salesforce API integration layer designed for settlement case data retrieval and batch operations.