← Back to Case Studies
SaaS PlatformFinTech & Credit Operations2026

PrestaCRM — Loan & Credit Portfolio Management Platform

Specialized operating system for credit entities, lenders, and loan portfolio managers

Visit prestacrm.com Book Architecture Audit
RD$10M+
Active Credit Managed
18% in 90 days
Delinquency Reduction
60%
Manual Call Time Saved
100% Immutable
Ledger Accuracy

Project Overview

PrestaCRM is an all-in-one loan management and portfolio operations platform. It centralizes applicant intake, automated AI/rules-based risk scoring, French amortization schedules, an immutable double-entry ledger, and automated WhatsApp collection notifications.

The Challenge

Many independent lenders and credit entities manage millions in active portfolio using fragile Excel spreadsheets. This leads to accidental formula corruption, uncalculated late penalties, lack of audit history, and hours spent manually calling borrowers for payment follow-ups.

Technical Constraints

The system required total mathematical immutability for interest and principal payments, real-time collection trigger automation, and complete tenant isolation without complex deployment overhead.

Application Interface Showcase
🔒 https://prestacrm.com
Consola de Operaciones de Crédito

Juan Ramón Valenzuela — Préstamo #1042

Cartera Activa
Monto Principal
RD$ 150,000
Tasa / Amortización
18.0% Francés
Notificaciones
WhatsApp Activo
Tabla de Cuotas & Libro Mayor Inmutable
Cuota 1 / 12 — 15 Ene 2026RD$ 13,750 (Cobrado)
Cuota 2 / 12 — 15 Feb 2026RD$ 13,750 (Cobrado)
Cuota 3 / 12 — 15 Mar 2026RD$ 13,750 (Recordatorio Pendiente)

Technologies & Architecture Stack

Next.js 16TypeScriptPostgreSQLImmutable LedgerWhatsApp APIRedis Queue
Engineering Deep Dive

Immutable Double-Entry Financial Engine & WhatsApp Dispatcher

We designed a multi-tenant credit management architecture built around strict financial accounting rules:

Automated French Amortization Engine calculating locked monthly schedules for principal and interest.
Immutable Double-Entry Financial Ledger preventing balance drift and recording all transactions with audit trails.
Asynchronous WhatsApp Notification Queue sending automated pre-due reminders, overdue alerts, and digital receipts.
Digital applicant intake portal with automated multi-factor risk scoring recommendations.

Key Measurable Outcomes

  • Manages over RD$10,000,000+ in active credit portfolio across Dominican Republic lenders.
  • Achieved an 18% reduction in borrower delinquency rates within 90 days of onboarding.
  • Saved administrative teams up to 60% of time previously spent on manual collection calls.

Need a similar application engineered?

We bring senior architecture craftsmanship, low latency, and deterministic software engineering to ambitious web products.

Schedule an Architecture AuditOpen Live Site