Website for lead

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Experience Level: Intermediate
Good afternoon,

I have been recommended to you by David Loughlan who has used your services. I have a mortgage broker business and we need a website/database that we can input information that we can then produce a weekly report from. It would be useful if we can create individual log-ins for some of the builders we work with so they can produce their own reports. There are 20 advisers and each of them will need their own log-in. Also, some of the information that we input needs to be hidden from the report that builders will see. Let me know if there is any other info you need, I can send you a list of the information that we will need to collect from clients and what information we need to report to builders.

We will need to add new builders/sites on a regular basis (every other month or so) so amendments will need to be made to the introducer database so we can register the clients to specific builders and sites if that makes sense.

Please let me know what other info you need and what the next steps are.

I look forward to hearing from you.


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