We require the services of a coder to introduce a referral management script.
The script will need to be designed for a mortgage broker who is inviting referrals for potential client from referrers. That is to say, the referrer will provide the name and contact details of a potential client to the Broker by filling out an online form.
The referrer will need to be able to first register and then login to their secure area where they can provide the details of the potential client. The broker then receives a notification and will update the progress of the referral over time so the referrer will be able to see where the referral process is at. It will be essential that the referrer will only be able to view those they have referred themself and not those referee of other referrers.
From the referrer’s point of view:
The referrer needs to be able to register to become a “registered referrer”. This needs a form where the Broker will ask the referrer to input the potential client’s first name, last name, email address, contact phone number, referrer type (dropdown with several options). The form needs to have validation and Captcha included.
After submitting the form, the referrer will then receive an email asking them to confirm registration by clicking a link in the email. The system will then send a random password in an email to the registered referrer to finalise the registration process. On completion, the referrer will be a registered referrer.
The registered referrer will be able to log into their account and see the status of the referral but only those referrals they have referred themselves and not those referrals that other registered referrers have referred. The status of the referral must allow for 7 stages to be maintained and input by the Broker and viewed only by the registered referrer.
These stages are:
1. Referral Received
2. Contact Made
3. Fact Finding
4. Contract Signed
5. Awaiting Settlement
7. Referral Payment Made.
From the mortgage broker’s point of view:
The Broker needs to be notified of all referrer registrations by email containing all the registered referrer’s details entered into the form. The Broker also needs to receive an email notification when a registered referrer refers a potential client. Again, this must contain the registered referrer’s details as well as the details from the potential client. After receiving a notification, the system will automatically assign the status “Referral Received” to that particular referral. The Broker needs to be able to log into the system and change the stage status at anytime to any of the 7 stages. This information must then be updated automatically in real-time.
From the potential client’s point of view:
The potential client is not involved in the system to any degree.
The system will need to be able to fully and securely register a referrer and subsequently give this registered referrer access to the referrals and to view at what stage the referral is.
It need to provide relevant registration information to the Broker and give the Broker access to change the status of the referral in line with the stages mentioned above. The last stage will also need to display the amount of the referral fee paid to the registered referrer as well as a total of all referral fees paid to the registered referral in the past.
It is imperative that the registered referrer can only view those referrals they themselves referrer. This is to maintain the privacy of the potential client.
The script must be PHP and MySQL driven. The script runs on a standard Linux server.
7 freelancers are bidding on average $246 for this job
I have been a developer for oer 15 years and can do this project very easily with php and a small database. My price includes thorough testing. Please check out my portfolio. Kind regards, Darren