Financial services end to end servicing website - allowing product application and tracking
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Post a project like this£500(approx. $622)
- Posted:
- Proposals: 1
- Remote
- #108977
- Expired
Description
Experience Level: Expert
We are a small start up company who require an end to end servicing website for our clients.
In brief, we propose to make applying for a mortgage completely done online with case tracking for that application available to the introducing mortgage broker, the client, us and even their solicitor. All updates would be done via this website. In addition we require the client to make requests for redemption statements, direct debit instructions etc to be done online as well as instant balances of their loans held with us. This would involve us being able to input their account details at our end via some kind of interface where we can manually input their initial balances etc and then each month input their payments which would update their balances etc.
We intend the broker or client to go online and apply for the mortgage, for us (in real time) to underwrite and then upload the documentation for the loan, the client can then pay for the survey online too. From there we will instruct the survey etc etc. At each point we will update the status of their application and at each stage show any documentation relevant. Some updates should be shown to all others only to the solicitor or the broker or internally to staff at the company only.
The customer showing side of the site should be simple enough with about 5 parts to our group of companies, a very basic few pictures have been drawn to show how id like the homepage to show to the client and how it should animate. Everything must be iPad compatible since when out we intend for our underwriters to work everywhere any do work 'on the go' on their iPads.
Lastly this commission also includes the development of an application for the iPad and pc where we can type on the details of a loan and client etc and it automatically produce all of the documentation the client will require in order to apply for the mortgage (i.e. pre-filled application based on info they've given) and legal charge, payment instruction etc) we will of course provide templates for all of these things. If this is not possible we will commission a separate client to create this application.
In brief, we propose to make applying for a mortgage completely done online with case tracking for that application available to the introducing mortgage broker, the client, us and even their solicitor. All updates would be done via this website. In addition we require the client to make requests for redemption statements, direct debit instructions etc to be done online as well as instant balances of their loans held with us. This would involve us being able to input their account details at our end via some kind of interface where we can manually input their initial balances etc and then each month input their payments which would update their balances etc.
We intend the broker or client to go online and apply for the mortgage, for us (in real time) to underwrite and then upload the documentation for the loan, the client can then pay for the survey online too. From there we will instruct the survey etc etc. At each point we will update the status of their application and at each stage show any documentation relevant. Some updates should be shown to all others only to the solicitor or the broker or internally to staff at the company only.
The customer showing side of the site should be simple enough with about 5 parts to our group of companies, a very basic few pictures have been drawn to show how id like the homepage to show to the client and how it should animate. Everything must be iPad compatible since when out we intend for our underwriters to work everywhere any do work 'on the go' on their iPads.
Lastly this commission also includes the development of an application for the iPad and pc where we can type on the details of a loan and client etc and it automatically produce all of the documentation the client will require in order to apply for the mortgage (i.e. pre-filled application based on info they've given) and legal charge, payment instruction etc) we will of course provide templates for all of these things. If this is not possible we will commission a separate client to create this application.
Projects Completed
90
Freelancers worked with
71
Projects awarded
49%
Last project
19 Apr 2024
United Kingdom
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