build a new CRM Mortgage origination software

Closed Posted 4 months ago Paid on delivery
Closed Paid on delivery

I am looking for a skilled developer to build a new CRM Mortgage origination software for my business. This software should have the following features:

- Loan origination: The software should be able to manage the entire loan origination process, including capturing borrower information, calculating loan terms, and generating loan documents.

- Web-based platform: I prefer the CRM software to be web-based, accessible from any device with an internet connection.

- Budget: My budget for this project is less than $10,000.

Ideal skills and experience for this job include:

- Experience building CRM software or similar applications

- Strong knowledge of mortgage origination processes and regulations

- Proficiency in web development technologies such as HTML, CSS, and JavaScript

- Familiarity with database management and document management systems

If you have the skills and experience required for this project, please submit your proposal along with examples of your previous work in CRM software development.

SPECIFIC DISCRIPTION

BUILD A CRM for mortgage loan origination with login and password for 5 users, connect integrate to email outlook or sitebuilder, yahoo small business, INTERGRATE CREDIT REPORTS, ZILLOW, AND MORTGAGE CALUCULATOR, OUTLOOK CALENDER, daily task management

Create program for loan management CRM similar to sales force, but geared towards mortgage loan and processing.

Customer profile

Document management, upload files

Run Credit reports

Calendar and reminder to contact customer

Build a processing stage example below for CRM and processing loan origination app:

New customer, name, title, guarantor name, social security number, business name, address, property address, email, loan amount, square feet, loan to value. Drop down menu for loan type: refinance, purchase, bridge loan/

Loan officer name, email, phone

Broker name, phone, email, address

Loan type: residential, commercial, line of credit business, line of credit personal, construction,, land loan. Rehab loan, Fix and Flip

Purpose of Loan: ________________________paragraph length

Exit Strategy: ____________________________paragraph length

Obstacles________________________________________paragraph length

Property type: office, retail, golf course, SFR, Multi family, hotel, motel, warehouse, storage, church, specialty other.

As is value:

Completed Value:

Square feet: box

Occupancy percentage box

Net operating income

Credit score,

Assign customer number

Approval terms: loan amount: drop from $50,000 to $50,000,000. Rate drop down box 7-23%, years: drop down 2,3,5,10-20 years, loan to value: drop down form 10-100%. Points: drop down from 1-7%. Closing time: 10-90 days, Lender name: drop down to add different lender names, prepay penalty: drop down: none, 1,2,3,4 years,

Issue prequal letter approval

Loan processing stage (includes obtaining documents such as tax returns, appraisals, bank statement, credit reports, copy of purchase agreement P/L, misc reports (must be able to upload docs pdf, word, pics and large mortgage files.

Underwriting, assign various task to complete by Loan officer, processor or customer

Loan approved, assign lender, loan terms

Open escrow. Assign task for escrow requirements

Loan closing

PHP HTML MySQL Website Design Software Architecture

Project ID: #37548235

About the project

140 proposals Remote project Active 3 mos ago

140 freelancers are bidding on average $1467 for this job

infowider11

Hi, I understand your project requirements, I'll develop the **CRM Mortgage origination software** with 5 Users like 1. Customer 2. Loan broker 3. Loan Officer 4. Admin 5. super Admin With Features Users registrat More

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puneetjaini

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ahmadayaz

Hi With my experience in software development and strong knowledge of mortgage origination processes, I believe I am the best fit for this project. I specialize in full stack development, WordPress theme and plugin de More

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r4rony

Hello, We are thrilled to submit our proposal for the development of your CRM Mortgage Origination Software. Our comprehensive solution will encompass key features such as loan origination, a web-based platform, and a More

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OutsourceMan

Hi there, my name is Raman and I am part of the team at CnELIndia. I understand that you are looking for a skilled developer to build a new CRM Mortgage origination software for your business. This software should have More

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AwaisChaudhry

Hi Good morning , I have read the brief details on your job listing . I see you have been looking for someone experienced with MySQL, Website Design, Software Architecture, HTML and PHP. Its been 8 years since I have b More

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itgurussoftware

Hi Thanks for your job posting. I've read your job description carefully and I am confident that I can do your job perfectly in time. It is an ideal match for my skills and experience. I have 10+ years of experience i More

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8.8
globaltechnosys

Hello there! My name is Kishore and I lead the team at GlobalTechnosys. I understand you are looking for a skilled developer to build a new CRM Mortgage origination software for your business. With over 9 years of web More

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8.3
extreamcode

Hi There, I hope this message finds you well. I am writing to propose the development of a CRM Mortgage origination software for your business. This software will be designed to streamline the loan origination process More

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8.1
shelinakhoja2

Hi there, I appreciate the opportunity to submit a proposal for the development of a CRM Mortgage Origination Software for your business. Based on your outlined requirements, I am confident in my ability to deliver a More

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nishantjain21

Hi there, I understand you're looking for a skilled developer to build a new CRM Mortgage origination software for your business. With more than 8 years of experience in the field, we have the expertise required to More

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divumanocha

Hello, Greetings! I have read your project description and am confident that I can complete this project to your satisfaction. However, I do have a few queries. Please leave a message in the chat so that we can discu More

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AITSoft

Hi, I have read the details I believe I can do this job. While I believe I have some queries which need to be clarified. For that I would request you to start the chat so we could clarify those I have good experience w More

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Walkingdreams

Hello there! My name is Kishore, and I'm a Full Stack developer with over 10 years of experience in Web and App Development. I understand that you're looking for a skilled developer to build a new CRM Mortgage originat More

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vipworks

Dear Client, I am an expert in WordPress and web development technologies, and I am eager to start RIGHT AWAY. I have a strong background in building CRM software and extensive knowledge of mortgage origination proces More

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lokeshsaurav

Hi, I'm happy to discuss this project so we can clear up all the flow for you to get started as soon as possible. Thanks

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kamransiyal9

HI! I am an expert web programmer. I have a lot of work experience in Laravel, Codeigniter, PHP, Wordpress, JavaScript, HTML, Vuejs, Reactjs, React Native, and MySQL. I can start right away. I want to discuss this proj More

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imphasys

Hello, I am excited to introduce you to Mactosys Software Technology, a premier registered firm specializing in Web Design and Development, Graphics Design, and Mobile App Development. With a proven track record of ex More

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Rekhathakur

Hello, Greetings of the Day!! Yes, I will surely help you and I am ready to work on this project. I already worked on a similar project and will perform the following tasks perfectly. * Can we have a quick chat More

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webpixxelshikha

I understand that you are looking for a skilled developer to build a new CRM Mortgage origination software for your business. My experience as an internationally certified top 3% UI/UX designer and a professional websi More

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