About the Client
Sunstreet Group is a UK-based financial and property management organisation responsible for loan disbursement, repayment oversight, rental management, and asset administration. With expanding portfolios and increasing transaction volumes, the business needed a smarter way to manage operations previously handled through spreadsheets, email threads, and manual effort.
The Business Challenge
Sunstreet’s processes relied heavily on disconnected tools that created operational bottlenecks, including:
- Manual processes handled through Excel and email communication.
- Delays in report generation and information sharing.
- Difficulty in tracking key loan and property metrics.
- Lack of real-time visibility and data accuracy.
These limitations resulted in inefficiencies, reduced productivity, and an overall lack of centralized control over financial and property related operations.
Transformation Objective
Sunstreet required a centralised digital system that would:
✅ automate the full lifecycle of loans, repayments, properties, and rental schedules
✅ eliminate manual record-keeping and spreadsheet dependency
✅ provide real-time dashboards and financial insights
✅ support automated communication with borrowers and tenants
✅ improve accuracy, traceability, and compliance
✅ create a scalable foundation for future expansion
Solution Delivered: The Sunstreet Management System
ThoughtLogik designed and built a fully customised application using Zoho Creator, transforming Sunstreet’s fragmented processes into a unified operational platform.
The solution was structured around two core functional areas:
1. Loan Management
real-time loan performance dashboards
overdue and upcoming repayment tracking
consolidated loan summary reporting
automated email communication with attachments
embedded Zoho Analytics for deeper financial insight
2. Property & Rental Management
live rental income and property performance metrics
overdue and upcoming rent reporting
map-based property visualisation
portfolio-level asset views
automated rent schedule generation
Key Solution Highlights
- Dynamic Dashboards: Real-time insights into loans and property performance.
- Automated Reports: Customizable reports for quick insights and financial summaries.
- Advanced Filters: Streamlined data management through filtered views.
- Integrated Email Automation: Ability to send repayment schedules and rent summaries directly to clients, complete with automatically attached reports and signed documents.
All modules were fully interlinked ensuring that any data updates reflected instantly across the system, eliminating duplication and ensuring data integrity.
Modules and Features
A.Loan Management Module
The Loan module was designed to create, track, and analyze loan data in real-time.
Key Features
- Interactive Dashboard:
- Displays loan performance metrics such as principal outstanding, interest metrics, and financial summaries.
- Real-time reports for overdue and upcoming repayment schedules, as well as due and overdue tasks.
- A consolidated All Loans Summary View for top-level financial visibility.
- Embedded Zoho Analytics dashboard within Zoho Creator for enhanced visualization.
- Kanban view to categorize and track loans based on loan type.
- Automated Mail Functionality:
- Users can select senders/recipients manually or from predefined lists.
- Supports multiple recipients and automatic attachment of relevant reports or templates
- Eliminates manual downloading or attaching files – improving accuracy and turnaround time in client communication.
B. Property Management Module
The Property module was created to manage properties, rental agreements, and rent collection schedules.
Key Features
- Interactive Dashboard:
- Displays property management metrics, rental performance, and net asset values in real-time.
- Reports for overdue and upcoming rents, plus due and overdue tasks.
- Embedded Zoho Analytics dashboard within Zoho Creator for advanced data visualization.
- Custom Views for properties managed by the company.
- Map View based on address fields for geographic visualization of property data.
Results & Impact
The implementation of the Sunstreet Management System delivered significant improvements and measurable outcomes:
- 90% reduction in manual reporting and recordkeeping.
- Real-time visibility into loans and property metrics through centralized dashboards.
- Faster communication via automated emails and instant report generation.
- Improved accuracy with reduced human error and data redundancy.
- Enhanced traceability of all client interactions and transactions.
- Higher productivity and accountability, allowing staff to focus on strategic tasks instead of manual tracking.
Future Enhancements
As a next step, the team plans to integrate credit-check functionality, allowing loan providers to assess a client’s credit score directly within the system. This addition will further enhance decision-making, transparency, and scalability strengthening the overall value of the application.
You're In Expert Hands – Let's Talk!
Discover how we can transform your business with Zoho or Odoo. Book your free consultation today and take the first step toward implementing a scalable, efficient system for your success.
CONTACT US
