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Real Estate Management & Insurance Platform Development

Client wanted to help property owners secure reliable financial support through services like selecting qualified tenants, offering financial backing, and guaranteeing timely rent payments. SapientPro’s team took on the challenge and built a full-scale solution with all the integrated features and third-party services.

Our Collaboration Story

The client partnered with SapientPro in December 2023. He needed to verify tenants in compliance with local regulations and address the high incidence of bounced checks – events that diminish credit ratings and complicate rent collection. We delivered a full-scale solution by June 2024.

 

Landlords benefited from automated workflows, compliance-driven payments, and a single hub for managing property data, while tenants received a user-friendly process with secure identity checks. The success of this platform has accelerated the client’s growth, making it Israel’s most reliable property backup service.

Challenges

  • Website Engagement & Brand Promotion

    The client needed a visually appealing WordPress website to attract customers and promote insurance-backed rental services.

  • Landlord & Tenant Management

    A dedicated platform was required for landlords to register, manage property details, add tenants, and oversee rent payments.

  • Compliance & Identity Verification

    Ensuring robust KYC processes and regulatory compliance required reliable automated identity checks, especially for Israeli citizens.

  • Secure & Convenient Payments

    Integrating both compliance-driven and user-friendly payment methods was essential to handle recurring rent transactions and reduce fraud risks.

  • Centralized Data & Automated Workflows

    Landlords required an efficient system for rent collection, lease renewals, and maintenance requests – all in one place.

  • Enhanced Accessibility

    The platform had to accommodate various user needs through customizable displays, text-to-voice support, and color-blind-friendly palettes.

Manager-Focused Features

Campaign Page

We created a website and optimized it for SEO to promote the client’s services. The website design fully reflects our client’s vision of a peaceful home, creating a sense of comfort and trust for potential landlords.

Admin Panel

We customized the admin panel by adding features for updating page content, independently managing SEO, automatically translating text, and handling media files.


 

Landlord-Focused Features

  • Guided Client Setup

    New clients provide their name, phone number, and opt-in checkbox to begin. Every entry, partial or complete, is logged for internal follow-ups. Existing clients simply validate their phone via SMS to resume. This approach ensures no potential lead is lost, enabling the client service team to manage inquiries from a centralized system.

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  • Intuitive Property Onboarding

    Landlords enter key property data: address, rent amount, start date, and billing cycle with required details from external APIs for reliability scoring. If they can’t complete these fields immediately, they can skip to the portal and add them later. This approach ensures timely setup while capturing key information for accurate transactions.

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  • Tenant Addition Stage

    Landlords can easily input each tenant’s name and phone number. The platform notifies landlords when tenants enter the “under review” phase, triggering additional checks and processes. This approach centralizes tenant data and initiates automated compliance screening, simplifying overall communication between all parties.

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  • Tenant Approval Stage

    Each tenant completes a wizard-based questionnaire before a SaaS tool evaluates their risk profile. High-risk applicants are disapproved, while moderate-risk tenants receive immediate landlord approval. An SMS then prompts the landlord to finalize the transaction. This process delivers clear outcomes, minimizes delays, and offers landlords insight into each tenant’s reliability.

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Other Stages

We added several other stages for a full-scale journey:

  • Transaction setup – the landlord is allowed to choose a payment method. Further content changes based on this selection, showing commission percentages, monthly amounts in shekels, and other parameters;
  • Base commission calculation – a mapping table between the risk score received from the SaaS and a base percentage for the basic check product;
  • Callback request – helps potential clients in case of doubts;
  • Terms and transaction approval – basic checks and upfront payment checks with all bank details, sending the transaction to ERN, completing a landlord questionnaire, and identity verification with SCANNOVATE.

Current Project Flow

Our collaboration with the client will progress with ongoing functionality enhancements, implementation of necessary changes, integration, and upgrades to external servers. New development phases are in the planning stages. We are committed to sustaining this partnership to ensure the project’s success with best-in-class technological solutions.
 

I absolutely enjoyed the close collaboration with our client. Despite being from different countries, we developed a strong sense of partnership. Together, we tackled complex challenges, including the testing phase of landlord onboarding. Certain processes required testing directly from Israel, as they could not be performed via VPN. In this way, we tested Scanovate to enhance the rental onboarding process by leveraging its advanced identity verification and compliance features. We also cooperated closely when testing the process of completing a tenant questionnaire. This cooperation not only solved technical problems, but also fostered teamwork across borders.

Solutions

01

WordPress Promotional Website

SapientPro’s team created a WordPress-based website to build awareness and capture new leads. It features a homepage, product pages, and landing pages. The solution enabled quick content updates and SEO management to expand the client’s online reach.

02

Admin Panel for Landlords

We made a custom admin panel that allowed property owners to register and manage tenants within a user-friendly interface. It simplified critical workflows: tenant screening, payment tracking, and property data management. All this works while maintaining transparent oversight of all operational processes.

03

Scanovate Integration for ID Verification

By incorporating Scanovate, SapientPro ensured seamless and secure identity checks. Landlords and tenants each receive an SMS prompt with a link to safely upload and verify documents, minimizing fraud and guaranteeing compliance with Israeli regulations.

04

CreditGuard Payment Processing

Our engineers decided to integrate CreditGuard for reliable and compliant rent payments. This integration offers direct and convenient payment channels for landlords and filters out high-risk applicants based on credit reliability scores.

05

Origami Data Management

Origami was integrated into the website to synchronize property details, financial data, and scheduling needs. This central repository accelerates the information flow and supports real-time collaboration between landlords and the client’s internal systems.

06

External APIs for Reliability Ratings

Tenant solvency and reliability are assessed using third-party APIs, ensuring that only suitable applicants move forward in the rental lifecycle. This reduces the risk of default and helps landlords make data-based decisions.

07

Responsive Mobile Experience

SapientPro designed the platform to be responsive on any device, providing intuitive navigation, readability, and functionality on smartphones, tablets, and desktops.

08

Accessibility Enhancements

Accessibility features like customizable text sizes, color-blind-friendly options, and text-to-voice were implemented to ensure an inclusive user experience for users with vision impairments and unique viewing preferences.

UNLEASH YOUR IDEA

contact expert
contact expert

Max Tatarchenko

CTO with 14 years of experience in solution architecture and engineering, specializing in blockchain and smart contracts. His broad expertise drives innovation across diverse technology projects.

CTO with 14 years of experience in solution architecture and engineering, specializing in blockchain and smart contracts. His broad expertise drives innovation across diverse technology projects.

UNLEASH YOUR IDEA

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