I'm in the process of moving my Mortgage company to Hubspot and require a skilled freelancer to integrate it with our existing loan origination software, Meridian Link Mortgage. This integration will involve creating specific journeys that are crucial to our business operations. Key requirements: - **Loan Approval Journey**: This is one of the main journeys that will need to be established. The integration should handle loan underwriting updates, loan approval notifications, loan anniversary notifications, holidays, and birthdays. - **Application Submission Journey**: When a loan is sent to underwriting, I need the system to automatically manage this process, including the necessary steps and notifications. Your role will be crucial in ensu...
We are a mortgage broker who needs an assistant to manage daily tasks, primarily focusing on document preparation and client communication. Key responsibilities: - Making phone calls to new leads to understand their goals and financial situation. - Preparing and processing loan applications daily - Effective communication with clients Ideal skills for this job would include a strong understanding of loan application processes, excellent attention to detail, and superior communication skills. Mortgage brokering experience is required. For time zone reasons, this role must be located in the Philippines.
I'm looking for a seasoned sales and services expert to help my business to customers in expanding its market reach. ...Proficient in measures of customer satisfaction including interpreting online reviews, ratings, return or refund rates. - Ability to work with teams and adapt to changing market dynamics. - Strong communication and reporting skills to provide regular updates on progress. HONEPE India ( P ) Ltd ?️ Urgent openings!!?️ Job Nature ▪️ New QR Onboarding ▪️Soundbox machine Sales ▪️Loan process and approvals ▪️Revisiting (Leads Provided) APPLY ? NOW Work location?- CHENNAI , COIMBATOR...
...capital. It should then generate insightful reports and analytics to help them make informed decisions. - Budgeting and Forecasting: The app should have a feature that assists in creating budgets and forecasts to help business owners plan their financial future. - Alerts and Reminders: The app should be able to send alerts and reminders for important financial tasks like tax payments, billings, or loan repayments. - User-friendly Interface: The app should be easy to navigate and understand even for individuals without a strong financial background. Ideal Skills: - Proficiency in web and mobile app development, particularly in creating applications with financial functionalities. - Experience in designing user-friendly interfaces and intuitive user experiences. - Understanding of...
Validation of Sample implementation of One Loan product (Business Loan) created by Transdigital team. - Help Transdigital team in End to end testing of the system after product configuration - Creation of Roles and Users - Generation of Reports - Conducting on the job training for Trasdigital Business Analysts
I'm looking for a skilled AI developer who can create a Generative AI Solution. This AI should specialize in creating text, specifically tailored for use on websites. Key Project Details: - **Text Generation:** The core function of this AI will be to create content for websites. This includes but is not limited to product descriptions, blog posts, and informative content. - **Tone:** The generated content should be in a professional tone. It is crucial for this AI to maintain a high standard of language and tone suitable for business and informative websites. Ideal Skills and Experience: - Profound expertise in AI and text generation - Previous experience in creating Generative AI Solutions for commercial use - A deep understanding of online content creation and its best practices. ...
Logo design for finance company called “Prudential Loan Corporation”. Needs to be contemporary.
I'm looking for a professional mortgage processor with experience in using LendingW...processor with experience in using LendingWise software. Key Responsibilities: - Conducting a thorough review of documents - Ensuring compliance with lending guidelines - Verifying financial information - Coordinating with clients, underwriters, and loan officers Skills Required: - Deep understanding of LendingWise software - Prior experience in mortgage processing - Strong attention to detail - Excellent communication and problem-solving skills - Ability to work in a fast-paced environment The main goal of this project is to streamline our loan processing system, making it more efficient and less time-consuming. Your expertise will help us optimize this process and enhance overall ...
I am seeking an expert to develop a comprehensive marketing plan through Google Ads, Facebook and LinkedIn ads for a home loan aggregation company. The primary goal is to generate customer leads and Direct selling Agent leads in Hyderabad, Delhi, and Mumbai. Key Tasks: - Keyword research: Identify and suggest relevant keywords that are likely to drive customer leads. - Budget Allocation: Determine an effective budget per city in rupees for the Google Ads , Facebook and LinkedIn campaigns. - Targeting: Tailor the strategy specifically to these cities, ensuring maximum reach and impact. Ideal Skills and Experience: - Extensive experience in Google Ads, Facebook and LinkedIn for lead generation. - A strong understanding of the Indian market and its nuances, particularly in Hyderab...
I am seeking a skilled web developer to construct a microfinance management software that is based online. This project will involve the following components: - Loan Management: Create a system that efficiently manages loans, with tracking and monitoring capabilities. - Client Registration: Construct a client registration module that records all relevant client information in an organized and efficient way. - EMI & CIBIL Management: The software must include functions that manage Equated Monthly Installments and Credit Information Bureau (India) scores. - SMS integration: An alert and communication feature via SMS is required for regular updates to clients and management. Ideal Skills and Experience: - Proficient in Java programming language which is our preferred language...
I am looking for a professional accountant, preferably based in Switzerland, to help me streamline and organize my ERP system, particularly ...would be highly beneficial Customizations: - While I do not have any specific requirements at the moment, I am open to suggestions and ideas from the selected candidate on how to further customize and improve the system Preferred Qualifications: - Prior experience with Odoo, particularly in setting up chart of accounts and tax configurations - Strong accounting background, potentially with a CPA qualification - Experience in Swiss accounting standards and practices would be a big plus - Proven track record of delivering similar projects with successful outcomes If you have the skills and experience to help me with this project, please get...
...contact information, making it easy for potential clients to reach out. - We also want to include any special promotions or deals we're currently offering. Target Audience: - Homebuyers: The design should appeal to individuals who are in the market for a new home. - Existing Customers: The flyer should also serve to nurture existing relationships, encouraging repeat business. - People with a Home Loan: Our flyer should attract homeowners looking to refinance or access additional services. Design Preferences: - The overall design of the flyer should be modern and sleek. - It should have a clean and professional look to reflect the credibility of our brokerage firm. Ideal skills and experience for the job include: - Proficient in graphic design software, such as Adobe Illus...
...the investments made by the fund. In addition to the above, the system should have a Loan Management Module that allows the fund to offer loans to its members. The Loan Management Module should include: - Online Loan Application: Members should be able to apply for loans through the system's interface. - Loan Request and Approval Tracking: The system should facilitate the tracking of loan requests and approvals. - Loan Repayment Management: The system should manage loan repayment schedules, ensuring accurate and timely repayments. - Prequalification Status & Loan Calculator: The Loan Management Module should also have a feature that checks the members' prequalification status for loans and includes a loan...
I'm in need of a comprehensive project report to assist in securing a collateral-free loan for my upcoming Food and Beverage business in INDIA. The key details I want to focus on are: - An overview of the beverage industry, in relation to the current market scenario and potential growth. - Detailed need for the loan, emphasizing how the funds will be utilized and their expected impact on the business. - Financial projections that can demonstrate the feasibility and profitability of the startup, specifically focusing on the loan amount requested (between INR 15Lakh to 20Lakh). - Break-even analysis that can help potential lenders understand the risk and reward of investing in this venture. The right candidate for this job should possess a solid understanding of t...
In need of a professional able to manage the distribution of my estate assets. There isn't a strict deadline for project completion, so thoroughness and meticulousness are prioritized over speed. Key Responsibilities - Overseeing the distribut...Ideal Skills - Experience in asset distribution, particularly relating to estate administration. - Familiarity with legal documents involved in these processes. - Strong attention to detail is imperative, as the project doesn't have a time limit. - Experience in real estate properties and financial investments management is beneficial. Be sure to include any certifications you have (e.g., CPA, CFP, attorney, etc.). This important task needs utmost precision, thus prior experience in estate administration or similar...
I need a comprehensive loan calculator that can handle different loan calculations and provide detailed outputs. The ideal calculator should incorporate: - Simple interest calculation - Compound interest calculation - Amortization schedule based on EURIBOR 6M + spread Key Features: - Input fields for: - Principal amount - Interest rate - Loan term - Calculation of: - Total interest paid - Payment schedule The final deliverable should provide clear, accurate results. The tool needs to be user-friendly, with a clean and intuitive interface. Previous experience with financial calculators or loan management systems is a plus.
Hi there I'm looking for an accountant to help prepare my tax returns. A registered accountant, preferably CPA. Must be living in Australia, please don't reach out if you are not living in Australia. Thanks
I'm looking for a freelancer to build a microfinance project. The goal of this project is to facilitate small loans to entrepreneurs and track loan repayments. Readymade Micro finance project for WestBengal base. The ideal candidate should have experience in developing financial management systems. Clear understanding of microfinance principles is a plus. Looking for a freelancer who can deliver a user-friendly, secure, and reliable platform.
We are a direct, private money lender, and we need assistance remaking two of our loan program documents. Key Requirements: - Branding: The files should reflect the professionalism of our brand - Design: They should be visually appealing and engaging, suitable for a professional audience - Informative: The documents should be able to convey all of the information in a digestible manner - File Format: I need the final designs in an Adobe or Figma file format. - Output: we should be given two separate files We have included the two files to be remade + the company colors that we use in the contest.
Hey guys, i need very small help, i use this plugin Loan Comparison its wordpress plugin, what i need its just Add a button, Let me explain to you. in Settings To add banks, there is a just 1 link opition, its to Apply Now when i add link there i see it like here What i need its to add another opition to add any other link, when i add it its show me another button under Apply Now, pls look to this site and go down a littel you will see 2 Claim Read Review i need just to add Read Review button :) i need it now
I am looking for a professional who can assist in setting up a successful purchase tag for Google Ads and ensuring the proper conversion reporting. Key Requirements: - Set up a purchase tag for Google Ads as currently not working. - Ensure the purchase tag is tracking effective...intended. Ideal Skills and Experience: - Proficient in Google Ads and conversion tracking. - Experience in setting up purchase tags for e-commerce websites. - Strong attention to detail to ensure accurate reporting. This project requires someone who is meticulous, experienced, and familiar with the intricacies of Google Ads and conversion tracking. Ideally set up Adwords reporting just to check CPA for purchase only. Maybe quick overview of client account to see if can see anything that could be improve...
...professional to update an existing loan agreement for me. The current arrangement involves increasing payments annually but I need to switch this to a fixed weekly payment. A rate of $1000 per week should be incorporated for the remaining term of the loan. Also, the new loan agreement should impose an interest rate of 6.5%. Here's what you'll do: - Adjust the current payment structure in the agreement from annually increasing payments to fixed weekly payments. - Integrate the specified new rate of $1000 weekly payments for the remainder of the loan tenure. - Factor in an interest rate of 6.5% for the accruing loan. - Use my company's existing loan agreement template in amending the document. Ideal Skills and Experience: - Legal ...
I need a logo and brand concept for a fresh new debt collection agency. The logo and brand need to appeal to both B2B and private clients as well as be distinctive for debtors from whom we are collecting money. Imagine you are a plumber or a CEO of a loan company and you are owed money by a customer, you may not have time to collect the debt so you hand it to us to collect on your behalf. The brand and logo need to appeal to these clients but for the folks that owe the money, we want the branding to be distinctive and let them know we are professional and compassionate but intend to reach an agreement on the money owed to our clients. A cartoon concept could work but we want to inject a bit of personality into our branding and logo and move away from the quite dry, formal, dull loo...
Search for commercial loan officers on linkedin and fetch contact First and Last name, bank name, cell number or direct work number i need working direct number only one not multiple The counties are in: Citrus Hernando Sumter Pasco Hillsborough Pinellas Lake Polk Orange
...strong background in data analysis, and experience with customer data is a plus. - **Linear Regression**: Proficiency with linear regression is essential for this task. - **Finance Proficiency**: Experience in financial analysis would be beneficial as the analysis relates to loan default prediction. - **Problem Solving**: Ability to understand and adapt to the specific business case provided. The goal of this analysis is to understand the relationship between customer characteristics and the likelihood of defaulting on a loan. This information will be crucial for our risk assessment and decision-making processes. I'm looking for a freelancer who can not only perform the analysis but also provide insights and recommendations based on the results. The ideal candidat...
I need help creating a custom loan agreement. This agreement must be primarily in English but suitable for use in Thailand. While the document does not need to be translated into Thai, it should be compliant with local Thai law. Key components of the agreement: - Interest rate clause - Annual repayment of loan at 10% of each year's capital and at end of year 5 repayment of capital Plus the removal of management fees on both Ardan and RL360 accounts also While drafting experience would be beneficial, a deep understanding of lending law, particularly as it applies in Thailand, is necessary for this project. I'm expecting the work to be thorough, professional and legally sound. Clear communication skills in English are a must too, as we will be discussing comp...
...locker app focused on EMI repayment management, along with additional features such as KYC verification, admin panel, promotions, and chat functionality. The app aims to help users effectively manage their loan or EMI payments while incentivizing timely repayments through a locking mechanism that restricts access to the user's phone in case of non-payment. Key Features: User Authentication: Implement secure user authentication methods such as PIN, pattern, fingerprint, or face recognition. Loan Account Linking: Allow users to link their loan or EMI accounts to the app, providing details like loan amount, repayment schedule, and due dates. Repayment Monitoring: Monitor users' repayment status, send notifications for upcoming due dates, and track mi...
...specialist to assist in my loan origination tasks. As my workload is increasing, I expect to handle more than 20 loan origination projects on a monthly basis. Key responsibilities include: - Document Preparation: You'll be responsible for preparing various loan documents. - Data Entry: Accurate and timely data entry is crucial for this role. - Customer Communication: You'll need to communicate effectively with customers, providing updates and clarifying any questions or concerns they may have. Ideal skills and experience: - Experience: Intermediate level of experience - Detail-oriented: Accurate document preparation and data entry are essential. - Communication: Strong customer communication skills are needed. - Time Management: Able to handle a high v...
I'm in need of a concise business plan to present to a lending bank in order to secure a start-up loan. The plan should be less than 10 pages and tailored to the needs and expectations of financial institutions. Key Points: - The purpose of this business plan is particularly to secure funding. - Our primary audience is the lending bank, so the plan should be structured and articulated to meet the expectations of this type of financial institution. - The plan should be less than 10 pages, focusing on key information and financial projections that will be crucial for the bank's decision-making process. Ideal Freelancer: - Someone with previous experience in creating business plans for securing bank loans. - Strong financial background and understanding of what financial in...
I'm seeking an experienced CPA to review our annual CPA Reviewed financial statements. The primary objective of this review is to ensure compliance with auditing standards. Key Points: - Focus: The review should specifically concentrate on Auditing and Attestation. - Deliverable: A detailed, comprehensive report in PDF format. Ideal skills and experience: - Certified Public Accountant (CPA) with a strong background in Auditing and Attestation. - Proficient in auditing standards and regulations. - Excellent report writing and communication skills.
Custom-built web-based application and mobile app needed Skills and experience needed: - Stro...- has materials and services and their prices ) invoice( basic info ) Payments ( basic info ) ***some workflows need to be designed for approvals of quotations and invoices and employees requests regarding the mobile app. three users ( Admin - employee - Customer ) -admin can view ongoing projects ,payments ,reports , employees -employee ( view information and make requests for vacation , loan , etc.. ) also some employees are part of the projects which need for ex to enter basic info about a customer location during quotation process such as location , pics of the site , remarks. -customer can view his invoices , pending payments , SOA , make requests ). Further details can be...
I'm in need of an expert to develop ...expert to develop an Android and web-based application for loan disbursement. The app is required to provide state-of-the-art, seamless and modern functionality to support the movement of loans from approval to disbursement. Features to be included: - User registration and secure login system. - Comprehensive loan application form. - Streamlined loan approval process. - Total dues calculation integrated in the system. The ideal freelancer should be proficient in Android and web development, with a keen eye for design, particularly a modern and sleek user interface. Experience in financial app development would be an advantage. I look forward to transforming this idea into a working application that delivers an easy and intu...
I'm a small business loan broker and I'm looking for a strategic partner in the small business support services industry, particularly someone with a strong network within small businesses, experience in financial services, and innovative marketing strategies. - Our partnership would be specifically in the form of a referral partnership, where I will be paying for referrals. - The ideal candidate for this position should be adept in building relationships with small businesses, possess a wide range of financial services expertise, and be able to come up with creative and effective marketing methods. - The primary goal of this partnership is to mutually benefit from our collaboration. If you feel like you have the necessary skills and experience, I would love to start...
I'm looking to hire a social media expert to create and manage a marketing plan for my business loan affiliate program. The main focus of this position will be on Facebook and LinkedIn. The target audience includes small business owners, entrepreneurs and startups. The primary goal of the campaign is to generate leads. Key responsibilities for this role will include: - Designing and implementing a comprehensive social media strategy on Facebook and LinkedIn - Regularly monitoring and updating the social media accounts - Tracking the performance of the campaign and generating reports - Engaging with our target audience to drive lead generation - Ensuring high-quality, relevant content is consistently shared I'm looking for someone who has a solid understanding of social...
As a client, I am in s...monthly reminder of salary 7. Multi-location Support: Support for multiple locations. 8. Purchase Entry: Include fields for item details, purchase amount, payment method, loan provider, loan amount, cash amount, and purchase date. 9. Sale Entry: Include fields for item details, sale amount, customer details, payment method, and sale date. 10. Feature for Tracking Purchases: Differentiate between cash and loan payments. Specify loan provider and amount. Calculate split payments. Reporting and analysis for payment methods and loan balances. Option to record and automatically deduct loan payments by manually adding the loan payed Additionally, I want daily sale details and inventory stock in printable PDF formats, for a...
Write financial contents for a financial blog. Category 1. Investments 2. Banking 3. Insurance 4. Personal finance 5. Loan Etc. Make sure your contents are not copy pasted. Should be 800-1000 words long atleast. Paid to you 1.5USD per article
...Description: We are looking for a skilled WordPress developer to build a website for , a company specializing in property and business loans overseas. The website should support multiple languages and feature a multi-currency loan calculator, secure loan application processing, and user account management. Objectives: Develop a clean, professional-looking website using WordPress. Include key functionalities such as a loan calculator, multi-language support, secure application forms, and customer login areas. Required Features: Multi-currency loan calculator Secure application processing User registration and management Responsive design for all devices SEO-friendly structure Skills Required: Proficient in WordPress, PHP, HTML, CSS, and JavaScript Experien...
I am in need of an expert developer to build a loan management software with certain essential features. The system should be able to: - Process loan applications efficiently. - Manage borrower information accurately. - Track loan repayment attentively. - Compute and manage profit and loss. - Monitor expenses effectively. Moreover, the developed software should also have the capability to: - Generate detailed financial reports. - Track income and expenditure in a user-friendly manner. - Monitor financial performance intuitively. Ideally, the software will have distinct user roles and permissions for an Administrator, Loan Officer, Accountant, and Client. Candidates should have extensive experience in creating financial/loan management software, and a...
...professional bookkeeper and paralegal, I am seeking to expand my client base and am in need of innovative and effective marketing strategies tailored to my industry. The project will involve developing a comprehensive plan that could include online and offline marketing tactics, identifying potential partnerships, and leveraging social media platforms to reach new clients. We're looking to target US CPA Firms and Bookkeeping companies looking to increase profitability by using manpower available in India. - Deep understanding of the bookkeeping industry and its clientele - Proven experience in marketing and lead generation - Ability to develop strategic partnerships and networking opportunities - Knowledge of digital marketing, including SEO and social media advertisi...
Looking for a CPA from Philippines with strong English skills, multi-years work experience in Xero, QBO, MYOB, Sage for US/Australia/NZ companies. Tax filing experience would be an added skill. Overall engagement would start small but can grow into a full time engagement depending on the quality of work delivered. The role would entail shift working and the work hours will be a function of client requirements. (PH night shift/early morning shift). Only looking at Individual Freelancers with CPA qualification, team bids will be rejected. If this description excites you, happy to chat. Experience in automation in accounting and comfort with writing accounting / finance content preferred. The price range quoted is monthly price range.
...deep understanding of security protocols is a must. - Knowledge of state-of-the-art software technologies and practices that help ensure the app's performance, security, and scalability. The primary objective of the mobile app is to provide a platform for digital lending. This means there are a few core functionalities that are essential: - Loan approval and disbursement: Users should be able to apply for loans via the app, and once approved, the loan should be disbursed. - Payment tracking and reminders: The app should facilitate tracking and managing payments, sending reminders to users about due payments, and providing a seamless payment process. Please provide examples of your past work, especially if you've worked on similar projects, and highlight your ...
...want to tell us about 5) Are you bidding as a freelancer or as a company, if company please share name and details 6) What qualifications you have? 7) If you have any experience in working in Singapore financial projects do highlight those as well. 8) What do you understand of the SIBOR / SOR / LIBOR scandal and how could it have affected borrowers? Work scope: Go through letter of offers and loan statements, find the faults, calculate the excess paid, calculate damages All works should be done in Google Sheets or Microsoft Excel with formulas to prevent any calculation errors. Your output should clearly show what was charged, what should have been charged, difference and damages. Need someone who has a decent amount of time available, if you do not have alot of time to spare...
Wordpress website with custom theme and plugin. to create financial survey portal which where people answer a survey and get their credit scoring, make payment to get grant or financial loan list.
...understanding of MSME-lending. The objective of this cooperation is to increase loan disbursement and enhance the overall customer experience. Key requirements for this project include: - Existing opportunities in Vietnam. E.g. Validus (Merchant Cash Advance), etc Digital MSME onboarding without breaching requirements of Circular 39 Implementing a user-friendly platform for agents that speeds up loan application processing. - Integrating automated credit scoring functionality to facilitate quicker and more efficient loan approval processes. - Developing a feature that provides real-time loan approval notifications for both the agents and customers, ensuring transparency and timeliness. Currently, our loan documentation and verification proces...
DO NOT BID IF YOU ARE NOT FROM THE ABOVE COUNTRY!!!! - i want people that are interested in offers to do because i want real data - it is an easy job and the whole process will take less than 20 minutes
I'm currently in need of someone skilled in manual data entry to help generate CPA leads for my project. - i want people that are interested in offers to do because i want real data - it is an easy job and takes small time
I need deta...considerations. - The entire structure is planned to be constructed using steel insulated panels. - We have already designed the building and have 3D CAD for review. We are under ag-exemption in North Florida so do not need permits or inspection. We would however, like to have signed drawings that we build to so that in the future if we want to have the "county" bless/approve the building for resale/loan value or insurance that is an option. Ideal applicants should have: - Experience in agricultural building post frame construction. - Proficiency in post frame construction. - Capability to integrate solar panel systems into the building design. - Previous work with steel insulated panels. - Ability to create detailed, signed drawings that can be used for co...
I'm in need of a skilled proofreader who is familiar with APA citation style to review and edit my 1200-word ...who is familiar with APA citation style to review and edit my 1200-word essay on the 2005 Avatar: The Last Airbender series. The task involves fixing grammatical errors, ensuring coherence, and most importantly, filling in the blank spaces with proper APA style citations. A deep understanding of the show would be an added advantage. Or Writing a 1600-1800 word argumentative essay on either student loan debt and cost of education or low minimum wage. You may pick which topic and must be written with 4-5 sources 2 of which I will provide as it must come from my schools online library and cited in APA format. Key Requirements: - Proofreading skills - Proficiency in APA...
...offers specifying the loan amount, interest rate, and loan duration. - Separate Dashboards: Intuitive and distinct interfaces for lenders and borrowers to navigate postings and offers accordingly. This project demands a developer with a strong background in WordPress and plugin development. Ideal candidates should have experience creating plugins with similar functionalities. They must understand the crucial aspects of user engagement and UX design. Knowledge of financial systems would be a distinct advantage. The process goes like this: 1. A jotform is being filled up with the loan request information 2. All loans are added to a searchable data base on the site that allows lenders to login, and choose a loan that they like to send a bid on. When the lender...
