This project involved designing and structuring a clean, user-friendly website for YourFinServices, a financial company offering loan and currency exchange services between Australia and Mongolia.
The website clearly presents the company’s core offerings — including consumer and vehicle loans, AUD – MNT exchange, and cross-border remittance — in both English and Mongolian, with mobile-friendly layouts and bilingual content support.
In addition to the marketing site, the platform connects to:
- A secure loan request form system
- A fully featured customer dashboard where users can track loan progress, repayment schedules, and balances
- A separate real-time exchange converter that reflects business-specific rate tiers
The entire structure is built with clarity and performance in mind, supporting smooth navigation, fast load times, and seamless integration with internal loan and transfer operations.
Exchange Converter Plugin – Custom WordPress Plugin for YourFin Services
This is a fully custom WordPress plugin developed specifically for YourFin Services, a financial company facilitating currency exchange between AUD and MNT.
The plugin was designed to handle complex, business-specific exchange rate logic while remaining lightweight, secure, and easy to manage from the WordPress admin dashboard.
Key Features:
- Tiered exchange rate system
Supports six configurable rate types — 3 for AUD to MNT and 3 for MNT to AUD — based on transaction volume (e.g. under 1000, over 1000, over 5000). - Admin-side control panel
Built with usability in mind, allowing staff to easily update buy/sell rates, activate/deactivate specific tiers, and push changes live in real time. - Frontend converter shortcode
Provides a responsive currency calculator that can be embedded anywhere via shortcode, displaying the most recent active rates to end users. - ManyChat integration ready
The plugin exposes exchange rate data via REST API for chatbot automation, enabling consistent rate responses across platforms. - Optional rate history tracking
Extensible to log rate changes daily for audit and trend analysis purposes.
This plugin plays a critical role in aligning the company’s exchange services with its web and chatbot platforms — all while maintaining full control via a native WordPress admin interface.
Loan Management System – Built for YourFin Services
This is a lightweight Loan Management System developed specifically for YourFinServices to support their short-term and small-scale loan offerings.
The system was designed to simplify the loan process for both the company and its clients — streamlining application, approval, and repayment tracking in one unified flow.
Key Features:
- Custom loan application form
A secure, mobile-friendly form where users can submit loan requests with all required details and documents. - Admin loan review dashboard
Internal staff can review submissions, mark approvals, and manage repayment statuses — all from a clean, custom-built WordPress admin interface. - Loan status tracking
Clients can be notified of their loan status updates via email or integrated chatbot workflows (optional). - Localized logic
Built around the specific financial and compliance needs of YourFinServices, including AUD-based loan amounts and customer eligibility rules.
While distinct from the company’s upcoming large-scale LMS, this mini system plays a key role in handling frequent, lower-risk loans with minimal overhead.