Introducer Management system

Cancelled

Description

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

14 freelancers are bidding on average £563 for this job

sritechnocrat

Sri Technocrat is marvelous in its quality. We have been maintaining the quality in every field whether it is services or training. We have proved our stability. We have been working with the same grace & quality. Our More

£550 GBP in 30 days
(43 Reviews)
6.8
RaddyxTechnology

We are interested to do this JOB. Kindly refer PMB for detail. Thanks

£500 GBP in 25 days
(47 Reviews)
6.7
thelogicgates1

Hi, Ready to start. Check PMB please.

£548 GBP in 18 days
(50 Reviews)
6.5
citiva

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

£550 GBP in 55 days
(101 Reviews)
6.2
techwelf

Hi we checked your requirement,We could develop as per your need. u could check that out. we would work till your satisfaction. Thanks & Regards Techwelfare Please check inbox for our previous work.

£741 GBP in 10 days
(37 Reviews)
5.8
w3esolutions

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

£600 GBP in 28 days
(10 Reviews)
5.6
steven6

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

£599 GBP in 0 days
(30 Reviews)
5.6
sssrihari

Hi, Please check your inbox. Thanks !

£500 GBP in 7 days
(13 Reviews)
5.6
Churaliya

I'm ready....

£390 GBP in 20 days
(17 Reviews)
4.7
AmGlobaltechs

hi sir i am interested in your project

£400 GBP in 20 days
(27 Reviews)
4.5
pawanyadav777

Hi sir Dolphinesoft Technologies, offers a wide range of custom IT programming services. We have outstanding experience in custom database development, desktop and distributed application design as well as various cus More

£500 GBP in 30 days
(1 Review)
3.4
getveltrod

Hi, Veltrod Software services is a global software consulting company specialized in providing Mobile applications, Social media frameworks and eCommerce solutions. Leveraging best-in-class people, processes, and te More

£650 GBP in 25 days
(5 Reviews)
1.3
L5MgG7f0S

Custom software development: w w w . so l ve r . i o

£750 GBP in 1 day
(0 Reviews)
0.0
tbldevelopment

We have looked at your project, and are confident we can provide quality service in a timely manner. Kindly see our portfolio attached.

£600 GBP in 12 days
(1 Review)
0.0