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,
Hi I understand your needs, and willing to help you with this project. Please provide the detailed workflow in order to move further with you project. I am ready to discuss straight away. Regards AZ