Lawfin Home Loan Application website
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Description
Experience Level: Intermediate
I would like this system to be built on Wordpress so that we can add other pages to it easily.
Also it needs to use an existing theme. No building a theme from scratch. Extra css and php pages can be created for the extra functionality, and custom post types can be used.
Basically it needs to be a very simple system that allows Lawyers to submit bond applications on behalf of their clients. The site will flow as follows:
Home page
Has a slider/banner with some info.
Big “Login” and “Register” Buttons
A grid of the 4 various products/services offered with the bond applications as the only one active for now and the rest are coming soon.
CTA button on the bond application block that takes a user to:
Bond Application form screen
This screen will have +/-fields that need to be filled in and a file attachment feature.
Once filled in and submitted the data is stored in the db and an email is generated with the applicable info in it and some user info, as well as the files attached when filled in. Also on the email should be a link for the Processing agent to click on which takes him to view the application on the website. This email gets sent to a predefined email in the backend per product/service.
Once submitted a thank you page is displayed and a button on the page to view the application again or view all his applications.
Applications screen (for Lawyer)
This is a screen listing all the applications this lawyer has submitted in a table style.
There should be a filter style search field at the top. Anything typed in filters what’s seen below.
Basic info will be displayed in the list of applications like name, email, bond amount, status of application etc.
When one line item is clicked the user can view the full info of the application plus any docs attached to it.
Single application screen (for client)
As mentioned above the full applications screen will simply display all info and links to download the documents attached initially. Status of Application to be displayed too. They can’t edit anything.
Lawyers menu
Once a lawyer is logged in he should have a link in the main menu or extra menu somewhere where he can click to see a list of all his applications for the various products. So one link for each product/service, basically.
Applications screen (for processing agent)
Each product will have its own processing agent, (so really just one user per product) who needs to update the status of the applications.
So he will have a list of applications screen similar to the Lawyer, but he will see all the lawyers’ applications.
He must also have a search filter as well as a filter by status option. Can be tabs at the top or whatever works the best.
When he clicks on an application he will see the exact same screen as the Lawyer but he can change the status of the application. There will be pre-defined statuses. The Processing agent will simply select the status from a dropdown and save.
Once a status has been updated the Layer is notified via email with a link to the application.
Emails must be html based and designs will be provided.
Although there is only one product/service active the functionality should be there to add more as the site expands.
Please give me your best quote.
Also it needs to use an existing theme. No building a theme from scratch. Extra css and php pages can be created for the extra functionality, and custom post types can be used.
Basically it needs to be a very simple system that allows Lawyers to submit bond applications on behalf of their clients. The site will flow as follows:
Home page
Has a slider/banner with some info.
Big “Login” and “Register” Buttons
A grid of the 4 various products/services offered with the bond applications as the only one active for now and the rest are coming soon.
CTA button on the bond application block that takes a user to:
Bond Application form screen
This screen will have +/-fields that need to be filled in and a file attachment feature.
Once filled in and submitted the data is stored in the db and an email is generated with the applicable info in it and some user info, as well as the files attached when filled in. Also on the email should be a link for the Processing agent to click on which takes him to view the application on the website. This email gets sent to a predefined email in the backend per product/service.
Once submitted a thank you page is displayed and a button on the page to view the application again or view all his applications.
Applications screen (for Lawyer)
This is a screen listing all the applications this lawyer has submitted in a table style.
There should be a filter style search field at the top. Anything typed in filters what’s seen below.
Basic info will be displayed in the list of applications like name, email, bond amount, status of application etc.
When one line item is clicked the user can view the full info of the application plus any docs attached to it.
Single application screen (for client)
As mentioned above the full applications screen will simply display all info and links to download the documents attached initially. Status of Application to be displayed too. They can’t edit anything.
Lawyers menu
Once a lawyer is logged in he should have a link in the main menu or extra menu somewhere where he can click to see a list of all his applications for the various products. So one link for each product/service, basically.
Applications screen (for processing agent)
Each product will have its own processing agent, (so really just one user per product) who needs to update the status of the applications.
So he will have a list of applications screen similar to the Lawyer, but he will see all the lawyers’ applications.
He must also have a search filter as well as a filter by status option. Can be tabs at the top or whatever works the best.
When he clicks on an application he will see the exact same screen as the Lawyer but he can change the status of the application. There will be pre-defined statuses. The Processing agent will simply select the status from a dropdown and save.
Once a status has been updated the Layer is notified via email with a link to the application.
Emails must be html based and designs will be provided.
Although there is only one product/service active the functionality should be there to add more as the site expands.
Please give me your best quote.
Johan M.
95% (30)Projects Completed
37
Freelancers worked with
22
Projects awarded
31%
Last project
29 Jan 2018
South Africa
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