Financial Analyst Projects

QA Analyst – Moodle/LMS Grading Plugin Testing

We are looking for an experienced QA Analyst / Software Tester to test a custom grading application/plugin integrated with Moodle and other LMS environments. The application includes student and instructor workflows, exercise submissions, automated grading, scores, feedback, assignment settings, and different exercise/question types. We need someone who can understand the LMS workflow from both the student and instructor perspective, identify functional and usability issues, and perform detailed end-to-end testing. Key Responsibilities: * Test Moodle/LMS plugin functionality end-to-end * Test Student and Instructor workflows * Test assignment and exercise settings * Validate grading, scores, points, submissions, and answer keys * Test correct/incorrect answer and feedback behaviour * Test attempts, locking/read-only behaviour, dates, and release settings * Test different question/exercise types * Verify configuration changes from Instructor/Admin side correctly affect the Student side * Perform regression testing after fixes and new releases * Identify UI/UX inconsistencies and edge cases * Document bugs clearly with steps to reproduce, screenshots/videos, expected results, and actual results * Work directly with our development/project team to verify fixes Required Experience: * Strong manual QA/testing experience * Previous experience testing Moodle, LMS platforms, or LMS plugins * Good understanding of assignments, grading, submissions, attempts, feedback, and instructor/student roles * Experience creating test cases and regression test suites * Ability to investigate workflows rather than only testing from provided steps * Strong attention to detail and clear written communication Experience with Moodle plugins, LTI integrations, automated grading tools, Canvas, D2L/Brightspace, Blackboard, or similar LMS platforms would be a major advantage. When applying, please include: 1. Your Moodle/LMS testing experience 2. Examples of LMS/plugins or grading systems you have tested 3. Your approach to testing a grading workflow 4. Your availability and hourly rate We are specifically looking for someone who understands QA + LMS workflows, rather than a general website tester.

Search Valuations and Financials for 23 companies

Hi, I am looking for a freelancer that can go to google and find the valuations and financials for a list of 23 companies. This should be a relatively small task, but I am looking for a long term collaboration as we have regularly this kind of work coming in, moreover if you are good you are able to grow and develop within our company. Feel free to use AI, but make sure the results are reliable (That’s why I need the urls of where the data can actually be found). Attached is an excel sheet with the companies and the fields that need to be filled in in yellow (and with a “?”). I filled in “Lendinvest” so you can get an idea what I am looking for. If you want to send a serious proposal, please let me know a bit about your background and the numbers for “Shawbrook” so I can get an impression of whether you know what you are doing and of course this first search should be included in your quote. In particular I am need the following fields: Valuation, Goodwill, Revenue, Ebitda, Gross Profit, Total Loan Portfolio, Loan Portfolio on Book, Total Loan Origination and the date of the valuation, the url where you found the valuation, the date of the financials and the url of the financials. Note that: 1. the date of the valuation should match the period of the financials, 2. not all fields might be available and 3. I need the url of where the data can actually be found (e.g. annual accounts for financials, press release or stock market quote for valuation), not the search query. Looking forward to your proposal, Jetze Sikkema

UK Chartered Accountant Required

I’m looking for a UK-based Chartered Accountant (ACA/FCA) who can assist with the following: • Prepare cash-basis financial statements for a UK shelf company, reflecting the required financial figures and net profit • Certify and sign the financial statements in their professional capacity • Arrange the Apostille certification of the financial statements • Confirm that the authority/party handling the Apostille will return the original Apostilled documents via DHL to an international address The company will be a UK shelf company. I’m specifically looking for a Chartered Accountant with experience preparing and certifying UK company financial statements for international use, including coordinating the Apostille process. If you provide this service or can recommend someone who does, please DM me with your experience, fees, and turnaround time.

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Ghana - Future of Finance and Banking

We are seeking an experienced researcher or research team to undertake a comprehensive, forward-looking study on the future of finance and banking in Ghana over the next 5–10 years. The research should explore how digital transformation, fintech, mobile money, artificial intelligence, open banking, financial inclusion, changing consumer behaviour, cybersecurity, regulation, and emerging financial products are likely to reshape Ghana’s financial ecosystem. Key research questions should include: What will banking look like in Ghana in 2030–2035? Which technologies and business models are likely to have the greatest impact? How will traditional banks, fintechs, mobile-money providers, and other financial institutions evolve and compete? What opportunities exist for new entrants and investors? What regulatory, economic, technological, and social risks could affect the sector? The research should combine desk research, industry data, expert interviews and/or stakeholder consultations, where appropriate, and provide evidence-based forecasts, key trends, market opportunities, risks, and strategic recommendations. Expected deliverables include a detailed research report, executive summary, supporting data/sources, key findings and recommendations, and a presentation of the findings. The ideal researcher should have demonstrated experience in financial services, banking, fintech, economics, business strategy, or market research, strong knowledge of the Ghanaian financial sector, excellent analytical and report-writing skills, and experience conducting primary and secondary research. Applicants should provide examples of relevant previous work, their proposed methodology, estimated timeline, and fee.

Charity account

Seeking an experienced professional to manage and optimize a charity account. Responsibilities include establishing and maintaining donor records, processing and reconciling donations, preparing periodic financial summaries, ensuring regulatory compliance, and advising on transparency and stewardship best practices. Ideal candidate has nonprofit accounting experience, meticulous attention to detail, clear communication, and proficiency with common accounting tools. Timely delivery, confidentiality, and integrity are essential.

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Document Ingestion and write back

Develop a cloud-based document management application that receives PDF documents, extracts key financial information using OCR/AI, automatically creates records within Xero Accounting, and stores the original documents in a secure repository, ideally against the matching Xero transaction

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Looking for a team with services of solicitor/accountant

We are looking for either a company or individuals who can work on umbrella employment management. this would required knowledge of compliance and registrations which are relevant to the regulatory bodies in UK. This job is best for someone who had worked in financial sector and employment law. Communication/dealing with HMRC, Companies House and FWA would be required. knowledge of Professional indemnity insurance, Public liability insurance acquisitions required. you should know about CQC registration, DBS checks, GLAA/FWA licensing, ICO/data protection compliance, PAYE compliance, HMRC compliance and Workplace pension regulations.

Australia Only – Test a Personal Finance Web App

We’re looking for someone who currently lives in Australia and uses an Australian bank to test a personal finance web app. The task is to go through the real user journey: upload a bank statement, create an account, wait for the statement to be processed, view your personal financial analysis, and then give us detailed feedback about your experience. We’d like to know what was clear or unclear, what you found useful, what you didn’t find useful, and what you think could be improved. The bank statement can be anonymised before uploading. You can remove your name, address, account number and any other identifying information. We do not need your bank login details, card details or access to your bank account. The test should take around 20–30 minutes. Requirements: You currently live in Australia You use an Australian bank You are comfortable uploading an anonymised bank statement You can provide clear and detailed feedback in English Please mention which Australian bank you use when applying.

B2B research operator for five 30-minute SaaS interviews

CapitalOS Research requires one independent B2B qualitative research operator to conduct five scheduled 30-minute interviews with pre-screened SaaS Revenue Operations, renewal and Customer Success leaders. Participants will be recruited, screened, scheduled and paid through Respondent. All participant communication must remain on Respondent. Scope (maximum five hours): • 0.5 hour protocol onboarding and dry run. • Five 30-minute remote interviews. • Immediate completion of the supplied 21-field structured note record after each session, plus a protocol-deviation log. • 0.5 hour evidence handoff and completeness check. The operator must follow the supplied frozen nine-step interview script and capture schema exactly. Typed notes only: no audio or video recording, transcription or session export. No pitching, selling, negotiating, off-platform contact, participant recontact, customer names, personal data, confidential commercial data, contracts, screenshots or live-system access. Requirements: • Documented experience conducting moderated B2B qualitative interviews. • Fluent professional English and availability to complete all five sessions within 14 days. • Independent, with no financial interest in this opportunity. • Not currently selling or advising on customer-success, renewal-intelligence or revenue-intelligence software. Deliverables: • Five complete anonymised structured interview records. • One protocol-deviation log. • One evidence-completeness handoff. This is evidence collection only. CapitalOS performs all synthesis and threshold analysis. Commercial boundary: fixed price shown is the working service budget. Total client cost, including all marketplace fees and taxes, must remain within £150. No extras, scope expansion or work beyond five hours without a separate decision. In your proposal, describe comparable moderated B2B interviews, confirm the conflict-of-interest restriction, confirm acceptance of the no-recording/data-minimisation rules and state your availability for the next 14 days.

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UK Accountant Needed to Review & Prepare Ltd Accounts

We are looking for an experienced UK accountant to review and process the accounts for our UK Limited Company. We have already done the majority of the preparation work and have everything organised and ready for review, including: Income and expenditure records Bank transaction information Receipts and supporting documentation Company expense information Previous years' filed company accounts Previous Corporation Tax calculations and records Information from the previous 2–3 accounting years for reference We are not looking for someone to undertake a large bookkeeping or data-entry project. The financial information has already been gathered and organised. We need someone who can: Review the figures and supporting information we have prepared Check that income and expenses have been categorised and treated correctly Identify any adjustments or additional information required Prepare the company's annual accounts based on the information supplied Calculate the Corporation Tax position Advise us of anything that needs correcting or addressing before submission Ideally be familiar with UK Limited Companies, Companies House requirements and HMRC Corporation Tax requirements At this stage, the main priority is getting the accounts reviewed and correctly prepared. We can discuss separately whether you will also handle the actual submission to Companies House and HMRC. We would prefer to work with someone who regularly handles accounts for small UK owner-managed Limited Companies. When applying, please let us know: Your experience working with UK Limited Companies Whether you are UK-based or regularly work with UK accounting and tax rules Whether you are ACCA, ACA, AAT or otherwise professionally qualified What you would need from us to complete the work Your estimated fixed price for completing the review and preparation Everything is ready to provide to the successful applicant, so we are looking for someone who can take the information we have prepared, review it thoroughly and get the accounts into the correct position.

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Executive Telemarketer – Invite CISOs/CROs to Dublin Summit

ABOUT US Cyber Risk International (CRI.ie) is Platinum Sponsor of the European Digital Governance Summit (EDGS), hosted by the ICTTF.org International Cyber Threat Task Force at the Mansion House, Dublin on 25 November 2026 (digitalgovernance.eu). It is a one-day, invitation-led summit for senior leaders of organisations regulated under DORA and NIS2 — boards and management bodies, no sales pitches from the stage. As Platinum Sponsor we hold a limited allocation of complimentary VIP passes. We need an experienced executive-level telemarketer to invite senior leaders at target organisations to register for one. This is senior outreach, not volume dialling. THE WORK We supply a target list of organisations — primarily financial services and large regulated entities across Ireland, the UK, Luxembourg, Malta, Cyprus and the Netherlands. The list contains company names and target roles only; no named contacts, emails or phone numbers. You build the contact list, identifying the right individuals at each organisation. Target roles: CEO, CIO, CISO, CRO / Head of Risk, Head of GRC / Compliance, and other members of the management body responsible for DORA/NIS2 governance and oversight. You call and invite each target to register for a free VIP pass via a registration page on the CRI website (a short HubSpot form). On registration they automatically receive a confirmation email and their pass. Where a call doesn't connect, a short follow-up email with the registration link is acceptable using our copy and a sending address we provide. Passes are for qualifying senior roles only — we will provide the eligibility criteria. Success metric: confirmed VIP registrations from qualifying senior roles, plus a clean contact list handed back to us at the end. WHAT WE PROVIDE Target organisation list, call brief and talking points, one-page summit overview, registration link, eligibility criteria, FAQ, email copy and sending address, and a weekly check-in. WHO WE'RE LOOKING FOR - Proven experience reaching C-suite and senior risk/compliance executives, ideally in financial services or other regulated industries. - Comfortable and credible with gatekeepers and executive assistants. - Fluent, native-level English with a polished, professional telephone manner. Experience calling into the Irish and UK markets is strongly preferred, as most targets are there. - Able to work Irish/UK business hours (GMT/IST). - Familiarity with financial services, cybersecurity, or DORA / NIS2 is a strong advantage but not essential — we will brief you fully. - Experience with HubSpot (or similar CRM) and clean, structured reporting. - GDPR-aware: contact sourcing and outreach must comply with GDPR and applicable e-privacy rules for B2B contact in each target country. Please describe in your proposal how you source contacts and stay compliant. REPORTING Weekly report in a shared spreadsheet or CRM: contacts identified, calls made, outcomes, registrations, follow-ups scheduled. All contact data gathered during the project belongs to CRI/ICTTF and is handed over in full on completion. COMMERCIALS We want to price this on output, not time. Please quote a fixed price for a batch of 500 targets. - A "target" is one named individual in a qualifying senior role at an organisation on our list. Building the named contact list from our organisation list is included in the batch price. - A target counts as "worked" once you have made a minimum of three call attempts on different days, plus one follow-up email where a call did not connect, and logged the outcome. - We reserve the right to reject targets that do not meet the eligibility criteria before they are counted towards the batch. - The batch is complete when all 500 targets have been worked and the contact list and outcome log have been handed over. - Please state the timeframe you would need to complete a batch of 500, and the number of confirmed VIP registrations you would expect from it. - We are open to a performance bonus per confirmed VIP registration from a qualifying role on top of the batch price — suggest a structure in your proposal. If the first batch delivers, we will roll the contract on in further batches of 500 up to the event on 25 November 2026, so please indicate your capacity. Start: September 2026. IN YOUR PROPOSAL, PLEASE INCLUDE 1. Relevant experience — particularly C-suite outreach in financial services and/or the Irish/UK markets. 2. How you source and verify senior contact details, and how you manage GDPR compliance. 3. Your price per batch of 500 targets, the timeframe to complete it, and expected registrations. 4. A short voice sample or willingness to do a 10-minute call before we award the project. 5. Availability during Irish/UK business hours and earliest start date. Applications that clearly address the points above will be prioritised.

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Agency Partner & Growth Director

The Role Are you an established agency owner, business development consultant, or top-tier B2B sales performer looking to unlock 6-figure annual earnings without the risk, overhead, and hiring nightmares of traditional expansion? Through our turnkey white-label framework, Notabli provides you with immediate access to a complete, proven white label sales department. Partners use notabli so that they can focus on client acquisition, relationship management, and high-level strategy. We handle 100% of the fulfillment, staffing, campaign management, and technical infrastructure under your brand. This is a self employed role, running your own agency and we provide a white labelled delivery & support for Telemarketing, LinkedIn & B2B Prospect Data Campaigns. What You Will Do (Core Responsibilities) Drive Commercial Growth: Position and sell high-demand B2B growth solutions to your existing or prospective business clients; including human-led LinkedIn prospecting, phone-based telemarketing, and verified decision-maker data. Consultative Selling: Conduct discovery calls with business owners and sales directors to scope outreach needs and request custom campaign quotes through your partner portal. Client Relationship Management: Retain and expand client accounts by delivering high-ROI lead generation campaigns fulfilled entirely by our back-office team. Brand Ownership: Run your agency under your own company brand while retaining up to 62% profit markups on every campaign. Specific Tasks Within Role Networking & Marketing: Identify your opportunities for outreach services and perform a discovery conversation with them. Campaign Plan Requests: Fill out campaign plan requests, we will come back to you with our previous track record and recommended approach. Closing Sales & Onboarding: Present this to the client and once approved, take them through the simple onboarding workflow. Relationship Management: Be the main point of contact for your clients. We will perform all of the work and provide you with real time updates, recordings and reports which you can then share with your clients. Business Administration: Business management functions, such as financial management & credit control. Who Is This Opportunity For? (Key Qualifications) Established Agency Owners & Marketing Consultants: Looking to immediately add recurring B2B sales and appointment-setting revenue streams to their client roster without expanding internal headcount. Freelance BD Consultants & Sales Leaders: Experienced in commercial B2B sales (minimum 12 months) with the confidence to advise SME owners and enterprise leaders on outbound strategy. Entrepreneurs & Transitioning Executives: Ambitious sales professionals looking to launch their own agency with a proven execution model, zero upfront capital burden, and zero setup fees. Experience Requirements: A minimum of 12 months outbound telemarketing or telesales-based experience within the last 3 years. Ability to communicate complex information clearly and professionally in both written and spoken English. Have worked towards specific targets. Good tech skills (Able to navigate different systems with minimal supervision) Experience in using a CRM. Must Have: Fast, reliable internet connection. Own laptop or PC. Quiet, comfortable space/ office to work from. Experience of working on a fully remote basis. ? What We Provide (Your Back-Office & Infrastructure) Plug-and-Play Sales Capacity: Instant access to vetted, high-performing sales specialists, telesales callers, and data analysts matched specifically to your clients' niches, with no long term contracts from us. Zero Overhead Burden: Eliminate recruitment costs, employer taxes, software subscriptions, and bench-time risk. We absorb all hardware, staffing, and operational costs. Unprecedented Transparency & Control: Complete access to a real-time campaign portal where you and your clients can track live lead conversions and listen to unedited call recordings. Data-Backed Performance: Fulfill campaigns built on a system we created which analyses over 20,000 shifts to find the best approach and best sales person for a specific campaign. Recommended Pricing: We help you to protect your margins by calculating a suggested price that you should charge your end clients. Full Delivery Capabilities: Non-Automated LinkedIn Prospecting: 100% human-led, authentic executive outreach. Data-Driven Telemarketing: Experienced callers turning warm conversations into qualified sales meetings. Verified B2B Prospect Data: Hyper-accurate decision-maker lists built for precision targeting. ? How to Apply & Next Steps Please forward a copy of your resume along with a cover letter on here. Any applicants selected for an interview will be contacted via people per hour within 3-5 working days. NO AGENCIES, PLEASE.

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Management Accountant

I run a UK outsourced finance service for private and mixed NHS/private dental practices. I'm looking for an experienced management accountant to produce monthly management accounts and a dentist-specific KPI pack for my clients, delivered white-label under my brand. This is ongoing work, starting with one or two practices and scaling to around 10 over the next 12 months. What you'll produce each month (per practice) Management accounts from Xero: P&L, balance sheet, cash flow, and budget/prior-period variance commentary. A dental KPI overlay, combining Xero data with practice management software exports (e.g. Dentally, Software of Excellence, R4): Gross production per clinician (dentist vs hygienist) Private vs NHS revenue split and revenue per UDA Case acceptance, chair occupancy, and no-show rate New patients (numbers and source) and recall/retention rate Lab fees as % of private revenue, and materials cost per UDA/patient Staff costs as % of revenue, and NHS pension contribution accruals Revenue and margin by service line (restorative, hygiene, cosmetic, ortho, implants, oral surgery) Automatic variance flagging: any metric moving more than 10% from the practice's own average must be highlighted with a short explanation. Requirements Qualified or part-qualified (ACCA/CIMA/ACA) with a strong management accounts background Confident in Xero; experience with Excel/Google Sheets, Power BI, or Looker Studio reporting is a plus UK accounting knowledge; dental or healthcare experience is a strong advantage Able to build a repeatable template so reports are consistent across practices Willing to sign an NDA and work white-label (no client contact unless agreed) Reliable turnaround: reports delivered within 10 working days of month end To apply, please include Your monthly price per practice for the above, and whether it drops with volume A one-time setup fee if you'd charge one to build the template A sample management accounts pack or KPI dashboard (anonymised) Any dental, healthcare, or multi-site reporting experience How you'd handle pulling non-financial data (UDAs, clinician stats) alongside Xero

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B2B Telemarketing – Event Sponsor Lead Generation

ABOUT US Cyber Risk International (CRI.ie) is Platinum Sponsor of the European Digital Governance Summit (EDGS), hosted by the ICTTF.org International Cyber Threat Task Force at the Mansion House, Dublin on 25 November 2026 (digitalgovernance.eu). It is a one-day, invitation-led summit for senior leaders of organisations regulated under DORA and NIS2 — boards and management bodies, no sales pitches from the stage. We need an experienced B2B telemarketer or small agency to identify and qualify companies interested in sponsoring or partnering with the summit, and pass warm leads to our events manager. A limited number of sponsor and partner slots are available, so this campaign needs to start immediately and move quickly. THE WORK We supply a target list of companies — cybersecurity, GRC, legal, consulting and technology vendors that serve the financial services and regulated sectors. The list contains company names only; no contacts, emails or phone numbers. You build the contact list, identifying and reaching the right person at each company — typically the Head of Marketing, Events Manager, Partnerships or Business Development lead. Your job is to qualify interest, not close. When a company is interested, you email them the sponsor brochure from an ICTTF email address we provide, copying in our events manager, who follows up to arrange a call and take the sales conversation forward. Where a call doesn't connect, follow-up emails using our templates are fine. Success metric: number of qualified, interested companies who have received the brochure with our events manager copied in, plus a clean contact list handed back to us at the end. WHAT WE PROVIDE Target company list, sponsor brochure / partner prospectus, call brief and talking points, one-page summit overview, an ICTTF email address, email templates, and a weekly check-in. WHO WE'RE LOOKING FOR - Proven B2B telemarketing / lead-generation experience, ideally selling into or on behalf of the cybersecurity, technology or events sector. - Comfortable reaching marketing and partnership decision-makers and getting past gatekeepers. - Fluent, native-level English with a clear, professional telephone manner. Experience calling into the Irish and UK markets is strongly preferred. - Able to work Irish/UK business hours (GMT/IST). - Familiarity with the cybersecurity or financial services sector is a strong advantage but not essential — we will brief you fully. - Experience with HubSpot (or similar CRM) and clean, structured reporting. - GDPR-aware: contact sourcing and outreach must comply with GDPR and applicable e-privacy rules for B2B contact. Please describe in your proposal how you source contacts and stay compliant. REPORTING Weekly report in a shared spreadsheet or CRM: contacts identified, calls made, outcomes, brochures sent, follow-ups scheduled. All contact data gathered during the project belongs to CRI/ICTTF and is handed over in full on completion. COMMERCIALS We want to price this on output, not time. Please quote a fixed price for a batch of 100 target companies. - A "target" is one named decision-maker (marketing, events, partnerships or business development) at a company on our list. Building the named contact list from our company list is included in the batch price. - A target counts as "worked" once you have made a minimum of three call attempts on different days, plus one follow-up email where a call did not connect, and logged the outcome. - The batch is complete when all 100 targets have been worked and the contact list and outcome log have been handed over. - Please state the timeframe you would need to complete a batch of 100, and the number of qualified leads (brochure sent, events manager copied) you would expect from it. - We are open to a performance bonus per qualified lead on top of the batch price — suggest a structure in your proposal. If the first batch delivers, we will roll the contract on in further batches up to the event on 25 November 2026, so please indicate your capacity. Start: immediately (September 2026). IN YOUR PROPOSAL, PLEASE INCLUDE 1. Relevant experience — particularly outreach to marketing or partnership teams in the technology, cybersecurity or events sector. 2. How you source and verify contact details, and how you manage GDPR compliance. 3. Your price per batch of 100 target companies, the timeframe to complete it, and expected qualified leads. 4. A short voice sample or willingness to do a 10-minute call before we award the project. 5. Availability during Irish/UK business hours and earliest start date. Applications that clearly address the points above will be prioritised.

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Digital Lending Platform, DSCR Funnels & AI Search

House of Funding is a U.S. real estate lender seeking a team to build a mobile-first digital lending experience and generate qualified DSCR leads. Please price each part separately, including setup, ongoing management, software, and ad spend. Do not submit one combined price. 1. WEBSITE AND LEAD CAPTURE Build a premium site designed for phones first and working fully on tablets and desktops. Include loan-product and market pages, our Fast 50 program, broker information, funded-deal examples, company pages, and educational resources. Provide a CMS, technical SEO, analytics, and clear options to call, book, or submit a deal. Build guided intake using qualification rules and disclosures we approve. Connect it to our existing CRM and track the lead source through application and funding. 2. DSCR PAID-AD FUNNELS Build separate funnels for (a) rental purchases, (b) rental cash-out refinances, and (c) portfolio or repeat investors. Each needs its own ad message, mobile landing page, qualifying form, call and form tracking, CRM connection, follow-up, and staff handoff. Quote a broker funnel separately if recommended. Include Google Search campaign setup, keywords and exclusions, conversion tracking, testing, and a 90-day optimization plan. House of Funding pays ad platforms directly. Price each funnel, campaign setup, monthly management, and recommended ad spend separately. Report qualified leads, applications, funded loans, and cost per funded loan. 3. SEARCH AND AI VISIBILITY Propose approved DSCR content for traditional search and AI-generated search answers, including Google AI Overviews and AI Mode. Specify the pages, technical work, ongoing updates, and ways you will measure visibility and resulting leads where possible. Address eligible ad opportunities in AI search experiences. Price this separately from paid-ad management. Do not guarantee rankings, AI citations, or ad placement. 4. BORROWER AND BROKER EXPERIENCE Build secure accounts and a mobile-first borrower portal showing application progress, deal status, documents, messages, appointments, and next actions. Include a resumable application and secure uploads. Build a broker portal for submissions, referral tracking, deal status, documents, resources, and pipeline visibility. Include a limited staff view for essential deal tasks and conditions. 5. TOOLS AND LAUNCH Quote DSCR, LTV, LTC, ARV, payment, and scenario calculators with tested formulas and non-binding disclosures. Include an AI assistant restricted to company-approved information with human handoff. Add consent-aware email/SMS follow-up, security and integration testing, backups, launch support, training, and documentation. COMPETITORS TO REVIEW Study their DSCR offers, borrower and broker journeys, calculators or quotes, lead capture, and application paths: LendingOne: https://lendingone.com/loan-types/dscr-rental-loans/ RCN Capital: https://rcncapital.com/ Kiavi: https://www.kiavi.com/loans/rental Lima One: https://www.limaone.com/ Visio Lending: https://visiolending.com/ OfferMarket: https://www.offermarket.us/dscr-loan Consider competition in New Jersey, Pennsylvania, New York, Illinois, Florida, and California. Tell us how House of Funding could stand out. We will confirm approved lending states before launching state-specific pages or ads. YOUR PROPOSAL MUST INCLUDE 1. Fixed build price and timeline for each section and each DSCR funnel, plus a total. 2. Separate monthly prices for ad management, SEO/content, hosting, maintenance, software, AI, email/SMS, and support. Show ad spend separately. 3. Exact numbers of pages, funnels, calculators, user roles, integrations, and revisions included. 4. Features you will build versus existing software you will integrate. 5. Examples of secure financial platforms, paid funnels, and search campaigns you delivered. 6. Handover and ownership of code, designs, documentation, website and ad accounts, and data. 7. Information needed about our CRM and application system to finalize pricing. If you deliver only part of this scope, identify that part and quote it separately. The posted budget is for receiving proposals, not a price for the entire project. Please provide your independent, itemized quote.