Introducer Management system



I have just started a mortgage broker business and i wanted other businesses like real estate agents, solicitors etc to introduce business to my company.

i want them to have ability to see past cases, lost cases, paid cases and current cases

i want to be able to manage my account when they submit a lead and i can update it for e.g (won/lost) (paid/not paid) (£5/£10) (application/processing)

i would like to put in some info on the online case for them to see the updates on how their lead is going (added to above)

i want to manage as many users as i can under the control panel

As the lead is supplied the introducer needs to choose the type of lead as (Mortgage/insurance/loan)

they should get an email when i have put an update on with the case i updated

they need to see a financial report linked to the payment status once its confimed as a deal won by year/month/total

they need to have a username password for there account

i need to host this on my server

i might have 10/20 introducers so it needs to be robust designed well and easy to use

Real time online case tracking for brokers

Commission and payment systems

Broker/Introducer Management system

Broker case tracking system

Client/Broker/Introducer payment and fee system

Email alert system

Please only reply if you can do the above and also it must be done right so it can be used the way i have explained

Skills: CMS, MySQL, PHP, Software Architecture

See more: online case management, total application software company, right management, online business loan, online business insurance, loan for online business, lead management system in php, introducers wanted, introduce email to client, how many use cases should you have, c.e. broker, business brokers agents, architecture updates, architecture of email system, 13 management, online processing system, system architecture, robust control, real estate financial, Lead management system , insurance application, business case report, management panel, submit application use case, real time system

Project ID: #2806642

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£500 GBP in 25 days
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Hi, Ready to start. Check PMB please.

£548 GBP in 18 days
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Hi My company have done before a management system and we can customize other like you want. I will send you a PMB with images from it to can make an idea about what we can do

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Greetings. We understand that you require an E-Commerce Web Portal for your Mortgage Broker Business. Professional Communication, Creative Designs and Quality Collaboration - Web3Solutions will exactly provide you that More

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Hello, we are a group of programmers based in Sheffield, UK offering 7 years experience in php, .net, c#, jquery, css, python and c++. I am proposing to carry out tasks required for this project and deliver it within 4 More

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I'm ready....

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