Loan Qualifier App

The loan qualifier by itself is a handy tool which provides loan qualifications by considering the following factors:

Daily Rate Sheet
User's Credit Score
User's monthly debt
User'smonthly income
Desired Loan Amount
User's home value

Based on the above factors, the tool show how many loans the user qualifies - but does not show the loans themselves that the user qualifies for. This projects presents a utility that provides the application user the option to to save the loans that the user qualifies for as a csv file.

The application user will be able to:

Store the qualifier output as a csv file in the location they wish.
Cancel saving the output to a csv file after providing the file name.

The app will not store the result as csv file if:

there are no qualifying loans for the user.
the output csv file name is not unique.

The application user will have 3 attempts to provide a unique name. After 3 failed attempts, the app will exit.

Technologies

Loan Qualifier App is an application built with the following technologies:

Language

Language	Version
Python	3.7.11

Libraries and Frameworks

Component	Version
Anaconda	1.9.0
Conda	4.11.0

Operating System

This version of Loan Qualifier App is operating system agnostic.

Installation Guide

Pre-requisites

Python 3.7
Anaconda 1.9.0
Conda 4.11.0
A conda environment created specially for this project. We will refer to that environment as dev in this doc.

Installation

conda create --name dev python=3.7
conda activate dev

Install the following python module in the dev conda environment:

pip install fire
pip install questionary

Alternatively the modules can be installed via requirements.txt file as:

cd <path_to_dir>/02_loan_qualifier_app
pip install -r requirements.txt

Usage

Clone the repository to a base location on your laptop. In examples shown below, the base location is /Users/ashok/berkley/fintech-workspace/.

git clone git@github.com:msashokkumar/02_loan_qualifier_app.git

To run the application, please use the complete path of the file app.py.

conda activate dev
python /Users/ashok/berkley/fintech-workspace/02_loan_qualifier_app/app.py

When the qualifier app determines there are qualifying loans, its prompts the user if they want to save the output to a csv file. If yes, it will prompt for the file name. Once the file name is provided, the app will require confirmation to go ahead and save the csv file. The user can choose to not save the file at this time.

If the user chooses to save the file, the csv file will be stored in the location provided.

The application user has 3 attempts fo provide a unique file name after which the app will exit. If unique file name is provided within 3 attempts, the csv file will be stored.

If there are no qualifying loans for the user, the app will not try to save the csv file and will exit.

Contributors

{
  "name": "Ashok Kumar Madhavi Selvaraj",
  "email": "ashok.ms.kumar@gmail.com",
  "linkedin": "https://www.linkedin.com/in/msashokkumar"
}

License

Please refer to LICENSE.