Case study · Web platform
Zhansaya Talgatkyzy — Mortgage Consulting Platform
A single workspace for the consultant: calculations, client questionnaires, programs and documents.
The task
A consultant needs to quickly calculate taxes and mortgage payments, keep client questionnaires, and have programs, documents and reference materials at hand. The goal was to bring these tools together in one web service.
What the platform solves
- Fast calculation of taxes and mortgage payments
- One place for client questionnaires and data
- Access to programs, documents and reference materials without searching across sources
- Calculating a client's income and expenses when preparing for a consultation
Implemented features
Accounting calculator
Calculation of taxes and mandatory payments for different business forms and tax regimes.
Mortgage calculator
Monthly payment and payment schedule taking the down payment and housing certificate into account.
Mortgage programs
A catalog of programs and their terms.
Client questionnaires
A client questionnaire for collecting and saving consultation data.
Income and expense calculations
Analysis of a client's income and expenses.
Working with client data
A client database and reports on working with them.
Documents and useful tools
Documents, templates and reference materials on mortgages and housing programs.
Additional financial calculations
Calculation of extra mortgage costs and other financial indicators.
Platform interface
Real screenshots of the live product. The screenshots show the Kazakh interface — the platform also works in Russian and English. Click an image to open it full size.
- Accounting calculator
Payroll deductions, employer contributions, self-employed payments and business tax under the 2026 rules: sole proprietors, LLPs and farms, different tax regimes. Calculation rules are versioned (KZ-2026.1).
- Client questionnaire
Five stages of work with a client: questionnaire, calculation and program comparison, budget, credit history, conclusion. Autosave and export to PDF, Word and Excel.
- Client database
Client files with name search, status and autosave; one workflow: questionnaire → calculation → PDF. Client names are hidden in the screenshot.
- Consultant workspace
Home: quick actions, statistics, video guides and navigation across 20+ tools — from mortgage calculators to housing certificates and Otbasy Bank.
Platform scope
Sections of the live product, following its navigation.
Professional tools
17Learning
5Account and management
5Technical details
- Web application with authentication and role separation
- Interface in three languages: Kazakh, Russian, English
- Calculations follow versioned rules — parameters can be updated year by year
- Quick search across tools and clients
- Some calculations run without storing the personal data entered
Outcome
A working environment where calculations, questionnaires, the client database and reference materials live in one place. We do not quote business metrics: we do not publish figures we cannot confirm.
The case, name and screenshots are published with the client's consent. Client names and account data are hidden in the screenshots.
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