Hey everyone today, I’m demoing this financial services platform. We built for a company called Millennia Tax Relief in Los Angeles under the pseudonym, Old Dominion Financial Services. As you can see, we have odfs.app here which is not the permanent address. ( clicks in browser url address bar ) So if I go in here and type in staging, we have two different domains for development.
Let’s go and log in. Okay. Actually it’s not that one. I think it is this one. ( uses login screen to authenticate ) Yeah. It’s been a while since I worked on this. So what you fail to see was actually a DocuSign integration because I had already logged in prior, but before it hits this, it’ll normally hit DocuSign and you end up logging in to DocuSign as a prompt, and then there’s a redirect from DocuSign to the web application. That being said the way this works is that there’s applications for credit here and there’s five different states pending, approved, signed, completed, or rejected. I created an initial flow diagram in going through this flow with the client, basically you go to the credit application you create an application there. And then from there, someone at the company would have to approve it. If it looks good, when it is approved, then what happens is a DocuSign contract is sent to the client. They sign it, a DocuSign web hook comes over to the software end here and then it’s marked signed. And then someone at the company either finalizes that after manual processes on their end, that just can’t be automated at this stage, and it would be marked completed. And there you have it.
So, let’s see here, there’s different actions. You can actually download a PDF here which would show the information here so you can see kind of the details. What else is going on? You can edit the application, you can add a co buyer, there’s a billing form. So you click here. ( clicks on billing form action application popup ) It’s already been submitted. Okay. Since that one has already been completed, let’s go to one that is pending. It would have to be, actually would have to be signed. Yeah, here, let’s check this one. Yeah. So the billing form on this one there’s a Stripe integration here, so this is secure through their API and you’d either enter in your bank account or your card details here. So let’s go back and check out a credit application, what that’s looking like. So I do want to actually go through all of this. It takes quite a long time, but to do this, you have to go through all of these these steps here and enter in your monthly payments. And why not? I’ll just do it as fast as possible here.
( Starts filling out lengthy loan application form )
And entering like APR calculates Calculations. Okay, great. Yes. Continue. As you can see the next step pops up and gets filled here and I’ll just fill that with a plugin, cause I have some, some plugins for filling forms, but they don’t work entirely a hundred percent. Let’s see. There was a certain formatting on there. And if you haven’t used it before, you get used to it, let’s go California. Well blah, blah. Yeah. Here yeah, yeah, yeah, yeah. Okay. Is my email in here? I really gotta make sure the email is correct. Because the point of doing this is that I will get a contract to my email and that will be next to show. Okay. Okay. Tests tests, or blah, blah, seven years. Okay. Checking. Okay. And that’ll populate this dropdown keep going through no co buyer, continue. Okay. Terms and conditions. Here’s a bunch of these conditions here. And then we’ll just say that it’s authorized by the seller because, hypothetically, I would not be the buyer and the seller at the same time, but just for this demo, you can see that it was added. And at the top here we have account number 65. Okay. Which is pretty handy. Let’s go over to, email here ( checks gmail account ) and in my inbox I think I would be, oh right. I have to go through the steps, almost forgot. So I would have to actually approve this. So it’s now been approved and see that it hit the back end and it’s now updated the state. So when it’s approved, it should send me a contract.
Oh, bam. Is this it? Nope. Not yet. That’s actually a new device log in. ( Docusign contract email appears in gmail ) So here it is though, amazing, review document to sign application 65, beautiful. You know, this type of stuff is very powerful for a business. So let’s review the documents. I’ll have to blur some of this out just because it pertains to my client’s details and that is their personal information. And not necessarily kosher, I suppose you’d say to share. So I’ll actually have to just blur almost all of this out. So yeah. There’s two pages to this. Okay. For the sake of the video and blurring, I’m just not going to really scroll on this, but if I do go down to the very bottom, I can sign it. And then from there, after signing it and hitting finish, it’ll with a web hook mark it as signed. I’m not going to go through that whole rigamarole. I know it works because, you know, we worked on it and built this thing.
So let’s just go over to Stripe and check out some of the potential payments here. So let’s make sure we go to some that have been completed and get those account numbers. So we have about a 64, 60, 30, 6, 12, Maybe like yeah… 60 – Guy, A Richie. I like that name. ( goes to Stripe dashboard ) So if we go to payments here and go to research what about 60? Let’s see what comes up here. I’m not sure If I actually have paid for all of them because in testing, there’s different stages of testing and it’s not entirely the same flow as it would be in production. So let’s actually go to customers and go to subscriptions. And if we go to subscriptions and search 60, what about Guy… it’s actually been like a bit awhile cause we had worked on this and then pivoted over to, to another project. So that’s why, let’s see. What about Michael? Yeah. Okay. So a lot of subscription action going on here. Let’s find a Charlie Brown, a Emmanuel T Busher what about him? Let’s see Busher. That’s what they’re going to come up. Let’s see. So yeah, Emmanuel T Busher so you can look it up via the last name, but as far as I recall, we were also able to index this via the account number. So currently I’m actually a little bit surprised. I know that Stripe has worked on their platform. Oh yeah, here you go. ( finds customer by application index number ) So you just hit 12, you put it in there and if it exists, you can hit that. And there’s Emmanuel T Busher. So there you have it, $10 is just this testing amount.
But very powerful there, you can see that we have DocuSign contract agreement, web hooks. We have Stripe web hooks going on. We have the Stripe payments very powerful stuff here, guys. So anyone who’s interested in a software like that, you know, if I’m not currently tied up in many other roles, you know, feel free to hit me up for some kind of side freelance down the line. Currently I’m maxed out, but that would be in 2021, however, 2022 might be a different story. So always be on the lookout. Thanks everyone. Bye.