Investment Platform

A Streamlined Investment Platform for Real Estate Loans

We developed a secure, easy-to-use platform for the Mid Atlantic Secured Income Fund, aimed at making it simpler for investors to get onboarded and manage their investments. It handles everything from signing up new folks to helping returning ones dive right back in, walking them through each step until agreements are signed and done.

Duration: Jun 2024 - Present | Industry: • Business • Real Estate

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Client Brief

The client runs a specialized private debt fund that focuses on loans backed by real estate. They were looking to modernize their investor onboarding and overall investment process, all while ensuring their operations and investor details stayed completely private and protected.

Services Provided

Web Designing Web Development Custom Software Development
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A secure, guided investment platform for real estate-backed loans

We built a secure and user-friendly platform for Mid Atlantic Secured Income Fund to simplify investor onboarding and investment management. The system supports both new and existing investors, guiding them step-by-step from registration to signed agreements.

different investor types (individual, entity, joint)

The Challenge

The client needed a secure digital way to onboard investors and collect investments. Their manual process was slow, error-prone, and hard for investors to follow. They also needed to protect sensitive investor data and support different investor types (individual, entity, joint) while keeping confidentiality.

  • Manual onboarding caused delays and extra work for staff.

  • Multiple steps and document requirements confused some investors.

  • Joint investments required coordination between multiple signees.

  • The client needed reliable identity and address capture and integration with existing systems.

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Our Solution

We built a Laravel platform that guides new and existing investors through a clear, step-by-step workflow. New investors complete a qualification questionnaire, upload documents, and sign agreements with three e-sign options (draw, type, upload). Existing investors log in with username and PIN and are matched with HubSpot records for fast investment entry. The system enforces min/max investment rules, shows plan-specific distributions, uses Google Places for address auto-complete, and tracks application state throughout the process.

  • Step-by-step UI with sidebar progress and sub-steps to reduce confusion.

  • Three signature options and secure document upload to simplify completion.

  • Google Places for accurate address entry and HubSpot integration for existing users.

  • Validation of investment amounts and dynamic distribution selection per plan.

  • State-based tracking for single and joint investments until all signatures are complete.

How We Built It

Here's a breakdown of the steps we took to bring this project to life, from the initial idea to the final launch.

Discovery & Planning

Week 1

We kicked things off by sitting down with the client to really get a handle on their business, the kinds of investors they deal with, and what compliance rules they had to follow. From there, we sketched out the entire user journey from first visit to a fully signed application outlined the data and security must-haves, and picked Laravel as our core tech, incorporating TALL stack elements where it made sense. We put together a prioritized list of tasks, defined what success would look like, and planned out integrations with HubSpot, Google Places, and e-signature services.

Design & Prototyping

Week 2 to 4

Next, we whipped up wireframes and clickable prototypes to visualize the onboarding sequence, complete with that handy progress sidebar and sub-steps. We tested these with a few sample users and the client's team to tweak the wording, form layouts, and how errors popped up. By the end, we'd locked in the visual style, made sure it worked great on all devices, and polished the signature interface for drawing, typing, or uploading.

Frontend Development

Week 5 to 10

On the frontend, we brought everything to life using Tailwind for styling and Alpine/Livewire for interactive bits. We built out the forms, added real-time validations, set up the progress tracker, integrated Google Places for addresses, and handled document and signature components. Our big focus was on making it accessible, responsive on mobiles, and ensuring smooth navigation between steps to keep users engaged and prevent them from bailing out.

Backend & Integration

Week 11 to 16

For the backend, we constructed the Laravel foundation: database structures, a state machine to manage application statuses (like pending or complete), API endpoints, secure file storage, and tools for generating PDFs of agreements. We hooked up HubSpot for pulling in returning investor info, added Google Places for address smarts, and integrated the e-signature system. On top of that, we layered in security measures like field encryption and logging for audits to keep everything tight.

Testing & Launch

Week 17

We put it through rigorous quality assurance, security scans, and full end-to-end tests covering scenarios for new and existing investors. Then came user acceptance testing with the client, where we ironed out any bugs and optimized performance. Once we got the green light, we rolled it out to production, kept an eye on things during launch, and supplied the team with training materials and docs to hit the ground running.

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Goals & Objectives

  • Build a secure, compliant online system for investor onboarding and investment management.

  • Reduce manual processing time and lower staff workload.

  • Provide a clear, guided user experience for new and existing investors.

  • Ensure accurate data capture (address autocomplete, HubSpot matching) to improve records.

  • Support individual, entity, and joint investments with state-based application tracking.

  • Offer flexible e-signature options and secure document handling.

  • Make the system extensible for future plans and integrations.

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Results & Impact

The platform made onboarding faster and easier while improving data accuracy and compliance. Investors have a clearer path from first visit to signed application; the client has better tracking and fewer manual tasks. The system scales for different investor types and can be extended to support more integrations or plans in the future.

  • Faster onboarding and fewer manual interventions for staff.

  • Clearer investor experience with less drop-off during multi-step flows.

  • Improved data quality through address autocomplete and HubSpot matching.

  • Flexible signing and state-tracking that handles joint investments smoothly.

  • A secure, extensible foundation ready for future features and integrations.

Guided Investment Onboarding Process

Step-by-Step Investor Onboarding with Sidebar Progress and Sub-Steps

A clear, guided flow that keeps users on track without getting lost.

The onboarding process divides the application into bite-sized steps, displaying progress via a sidebar on desktop or a bar up top on mobile. Steps can include smaller sub-tasks, so users always see what's coming next and can pick up right where they stopped.

This setup cuts down on people giving up midway and reduces the need for support calls, as the interface spells out what's required, flags errors right there, and allows saving drafts. It also gives the staff insights into where users might get stuck, helping them refine those areas over time.

New Investor Setup With Multiple Investment Types

Flexible New-Investor Setup for Individual, Joint, or Entity Accounts

Gathers just the right info based on the investor type.

When new investors sign up, they choose if they're going individual, joint, or as an entity, and the forms adjust accordingly to ask only for relevant docs and details. This keeps things efficient by skipping unnecessary questions and speeding through the process.

For joints, it grabs emails for co-investors and assigns signer roles. For entities, it pulls in corporate info, ownership details, and authorization papers to stay compliant without overcomplicating.

Integrated Qualification Questionnaire

Built-In Three-Page Qualification Questionnaire for Compliance Checks

Grabs essential investor quals before greenlighting investments.

Newbies fill out a quick three-page quiz on things like accreditation, how much risk they're okay with, and their investing background. It's kept short with smart logic that hides irrelevant questions.

Based on responses, the system decides if they can move forward and what options are open to them. Everything gets saved with the app for audits and to help with any required reports.

Address Auto-Completion via Google Places API

Fast, Accurate Address Entry Using Google Places Autocomplete Integration

Cuts down on mistakes and makes filling forms quicker with smart suggestions.

As users type in addresses, the Google Places API kicks in with suggestions they can select with a click, leading to clean, verified data. It saves time, fixes typos, and formats addresses consistently for things like KYC checks and taxes.

We store the address parts separately (like street or zip) for easier backend use and integrations, which means less manual fixing and smoother auto-fills on documents.

Secure Document Upload & Verification

Secure Document Upload with Validation, Preview, and Verifier Tools

Safely handles IDs and financial docs, making reviews straightforward.

Investors drop in needed files like IDs, entity docs, or statements via a secure tool that checks file types and sizes, previews them, and stores encrypted versions. Each upload links to the application and keeps versions for tracking.

Staff can approve or ask for resubmits with notes, cutting out email chains, accelerating verifications, and securing files with access controls and encryption.

Multiple E-Signature Options

Flexible E-Signature Options: Draw, Type, or Upload Signature File

Simple signing that fits different user styles, captured securely.

At the agreement stage, users pick from drawing on-screen, typing (with a font to make it look real), or uploading a scan. We log details like time and IP for legal proof.

The system creates signed PDFs and attaches them. For joints, it monitors signatures and nudges unfinished ones. This variety boosts completion by suiting various preferences and devices.

State-Based Application Tracking

Clear Application State Machine: Pending, Waiting, Verified, Complete

Precisely tracks status and automates next steps.

Apps move through set stages like draft or waiting for a co-signer, giving everyone a clear view. Changes can spark emails, reminders, or tasks like generating docs.

It's designed to handle custom rules and expand easily for new processes, such as holds for reviews. Logs capture every shift for accountability and compliance.

Fast Existing Investor Investment Flow

Quick-Invest Experience for Returning Users Using Username and PIN

Speedy access and HubSpot matching to avoid re-entering info.

Repeat investors log in with username and PIN, get matched to HubSpot data, and have details pre-filled. This makes adding investments quick and hassle-free.

Once they choose a year-note and distribution, it checks limits and shows rates on the spot. The streamlined path turns interest into action fast.

Client Testimonial
NE

Nethan

CEO, Mid Atlantic Secured Income Fund
Review On
Porifa.com

We worked with Porifa to build a secure, easy-to-use platform for investor onboarding and management, and they absolutely nailed it! It guides new and existing investors from sign-up to signed agreements with no hassle. The system cuts down manual work, keeps data accurate with cool features like address autocomplete and E-signatures, and supports all kinds of investments, individual, entity, and joint. Plus, it's built to grow with us. Super happy with their work, highly recommend!

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