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Automate Private Money: Loan Summary, Application, Document Upload, and Generation of a Loan Flyer and Email Distribution to a defined CC: list of Investors

1. entry Forms:

a. Initial Loan Summary

b. Initial Application

c. upload Files to a loan File

d. Approval Admin with Milestone Approval privileges(processor, loan officer internal, undewriter, ADMIN (to control sending email out of Trust Deed Flyer, and Development Investment Flyer).

e. Automated Flyer email sent to a CC: list - by ADMIN Trust Deed Flyers and Development Investment Flyers

f. A link to sign up for the Flyer list, and an approval mechanism by ADMIN - Trust Deed Flyers and Development Investment Flyers

g. A Page/application and Admin Tool to add/delete/modify/send email for each of the two products/services:

g1. Trust Deed Flyers - Available Investments Web page

g2. Development Investment Opportunity Flyer - Available Investment Web Page

h. Admin Tool also add/delete/manage authorized users

h1. add by Full Name, Email, Ph Number, set password for each in Admin.

I will provide workflow, permissions summary,

スキル: PHP, ソフトウェアアーキテクチャ

さらに表示: workflow web development, web development software list, trust officer, software for flyers, software flyers, loan officer, g. e. money, private sign, investment summary, money in web development, flyer software, two flyers, summary, sending email, products flyer, list generation, investors, h and h, g1, flyer distribution , email distribution, Document control , cc++, CC, automate email

採用者について:
( 0件のレビュー ) United States

プロジェクトID: #6756761

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