Mr.Wam Onboarding Platform

A dynamic onboarding platform for financial services that lets admins build custom onboarding forms (KYC, loan applications, investment declarations) with a visual drag and drop builder. Clients fill forms via unique links. Features passwordless magic link auth, submission status workflow, PDF export, bulk actions, escalating reminders, and audit logging. Full stack with Next.js frontend and Django REST backend.

Challenges

• 1Building a visual form builder with drag and drop, conditional logic, and form versioning
• 2Implementing passwordless auth with magic links and JWT for both admin and client flows
• 3Designing a submission status workflow with bulk actions, PDF export, and escalating deadline reminders

Outcomes

• ✓Admin dashboard with real time submission tracking and audit logging
• ✓Client-facing forms via unique links with mobile responsive design
• ✓Docker compose setup for local development with full API documentation