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A Website for a Financial Advisory Organization

Client Brief

The client told us to develop a WordPress based website, through which he can help his clients about the insurance and loan industry.

Our Endeavor

Home Abstract Corp is a well-known financial advisory organization of Brooklyn. The company is in work since 1977 and www.homeabstractcorp.com is its web face. We have developed the website in WordPress. This particular technology has been used for the simple fact that the website carries a lot of content and the admin needs to upload PDF files for end users.

This promises to be a one-stop destination for people who want to peruse ay information regarding an insurance policy or loan. Inline to the company motto "professionalism, service & integrity", the website proffers definite helps like calculating mortgages, scheduling taxes and offering various applications. Let us now try to get into the specification list of the website and discuss what measures we have taken up to make it a flawless one. 

FRONT END:

The front end of the website allows the users to access the details of the following heads:

  • Corporate Information
  • Overview
  • Strategy and Goals
  • Management Team
  • Consultant Team
  • Board of Directors
  • Onshore New Mexico
  • Cross Border Resources
  • Company News
  • Shareholder Services
  • IR Contact
  • Annual Reports
  • Proxy Materials
  • Stock information
  • Stock quote
  • Historical prices
  • Financial information
  • Balance sheet
  • Income statement
  • Cash flow
  • Analyst coverage
  • EC filings

Apart part from the Home page, there are various other pages that have been developed. Let's discuss them here:

Amortization Table:

An amortization calculator has been added to the website. It is used to determine the periodic payment amount due on a loan (typically a mortgage), based on the amortization process. The amortization repayment model factors varying amounts of both interest and principal into every installment, though the total amount of each payment is the same. An amortization schedule calculator is often used to adjust the loan amount until the monthly payments will fit comfortably into the budget, and can vary the interest rate to see the difference a better rate might make in the kind of home or car one can afford. An amortization calculator can also reveal the exact dollar amount that goes towards interest and the exact dollar amount that goes towards principal out of each individual payment. The amortization schedule is a table delineating these figures across the duration of the loan in chronological order.

Mortgage Calculator:

Mortgage calculator is the page that can be used to help a current or potential real estate owner determine how much they can afford to borrow on a piece of real estate. Mortgage calculators can also be used to compare the costs, interest rates, payment schedules, or help determine the change in the length of the mortgage loan by making added principal payments. A mortgage calculator is an automated tool that enables the user to quickly determine the financial implications of changes in one or more variables in a mortgage financing arrangement. The major variables include loan principal balance, periodic compound interest rate, number of payments per year, the total number of payments and the regular payment amount.

Applications:

This page is having links to various applications. Clicking on the links forms will open up to be filled by the end user. These links and applications are manageable from the backend. We have provided links like:

  • ReFinance Transactions Application
  • Purchase Transactions Application
  • Attorney Search Application
  • Cooperative Search Application
  • Cooperative Refinance Application
  • Report Only Application
  • Foreclosure Search Application
  • ACRIS document application

A Contact Us page has also been developed allowing users to get in touch to the client with their queries.

BACKEND:

The admin can manage the whole site from his panel. Apart from the contents of the pages, the application forms and the PDFs and word docs available on the site will also be managed by the admin. Admin can manage the stock information (stock quote, historical prices) functionality to be viewed in the frontend. Pages that have static content can also be managed by the admin. Managing news and banners are also possible from his side.

Technology/Platform

PHP, Wordpress

Industry:

Banking & Finance

 A Website for a Financial Advisory Organization

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