We need a secure database for clients to access through the web. This is what the system needs to do.
1. Have a secure login in for many different clients.
2. Each client can only see their assignments and data.
3. The client will need a form to fill out with some drop boxes for type of service etc., Names, addresses loan amounts so on.
4. Once the client enters this info we need it to list these accounts and allow us to add notes (updates) and be able to add attachments such as pictures to it.
5. Client should be able to login and see each account and add notes as each case is worked.
6. Would like the system to be able to add each accounts info to a letter to be printed and delivered to account.
7. Needs to be clean basic, secure and easy to use.
8. We would like the login to be through our website.
I have no history of this type of work. We would probaly ask for you to be available as the company grows to make changes.
We have a very limited budget, but there will be a chance to do more business in the future.
If you know how to do this and make it work easy for us to add clients and by ourselves let us know and bid on this project,