Create an on line system for Mortgage Broker that will serve as a CRM system for my office while allowing my clients to log into their files on line to make changes that will be submitted to their respective lenders.
A screen that allows my employees to fill out information when a client calls into the office for advice regarding their mortgage.
It would date the file, and notes would be made on each conversation with the client. Information would feed into this system from my website applicaton/newsletter/renewal registers fields. This would feed into and out of the mortgage broker web program that we use (filogix expert).
I would like to have the process automated so that clients would be sent emails at various stages. Notifications would show up for my employees at given points as well.
Clients would be able to log into our site ([url removed, login to view]) after entering their user name and password they would enter into the site to view the balance on their mortgage, increase their payments, or make any changes at all. Due to privacy issues with the major banks the system would need to send emails automatically to the clients respective lender to make the changes required by the client. These changes would be made on the site once the lender responds.
The database would be engineered to notify us and send out both emails and snail mail to existing clients and prospects. The database would run the rates of the clients to determine if savings were avaialble to the clients by refinancing whenever rates drop.
I realize that this is very general and would like to work with a team that can provide guidance on the project as I have never taken on such a task.
Here are the applicable websites.
[url removed, login to view] (my website)
[url removed, login to view]
WE NEED DEVELOPERS/TEAM WHO CAN GUIDE US FOR EVERY STEP THEY TAKE TO BUILD THIS!
NO ( WE CAN DO THIS PROJECT ) BIDS WILL B E REJECTED RIGHT AWAY!!!
Any input would be greatly appreciated.