I want to fill out a loan application that consists of:
Personal details
Financial bank details
E-mail and password to register an account
I want to log into LoanApp client portal, view a read-only application and see the approve/decline/pending status of my application.
So I can submit an application and get approved for a loan
As a Lender (admin)
I want to view applications that come in from sign-up.
View the financial and personal details of that particular application
Be able to approve/decline the requested loan by clicking a button.
So I can approve/decline money
SUMMARY OF MVPAPPLICANT PORTAL
User application/questionnaire/sign-up
Connect to Plaid and retrieve financial data
Store data in our back-end
Create an applicant account authentication
Allow applicant to login and view readonly application.
See the approve / decline / pending status on that application
ADMIN PORTAL
Admin log in
View list of applications and their status
Click a particular list item and bring up an application view
In the application view, read details/financials
hit an approve or reject button
API (Backend)
Handles applicant and admin authentication
Routes for interacting with Plaid
Routes for interacting with applicant portal and admin portal
Handles CRUD for MongoDB
Additional Considerations
Any supplemental information including unresolved questions, links to external resources, screenshots, etc.
User Story Description As a Loan Applicant:
As a Lender (admin)
SUMMARY OF MVP APPLICANT PORTAL
ADMIN PORTAL
API (Backend)