Sugarcrm mortgage trabalhos

Mautic v2.16.2 - Forms freeze when click on Submit Botton (classic problem on Mautic) - Don´t Change Language on system configurations - Fields Integration with SugarCRM (suitecrm)

A empresa trabalha com a plataforma CRM (Sugar) e necessita continuar a desenvolver a plataforma de acordo com as necessidades, quer pontuais, quer de desenvolvimento estratégico. Responsável pela gestão diária e extensão de nosso SugarCRM para que ele seja configurado de forma eficiente, personalizado para responder às nossas necessidades e livre de erros operacionais. Incluindo integrações para gerenciamento de campanhas (incluindo email marketing), sites de marketing, processamento de pedidos, provisionamento de acesso e relatórios. Atualização de websites e gestão das nuvens. Regime avençado ou outro a combinar.

Gostaria de desenvolver, como 1a fase de um projeto de integração, uma POC de integração com SugarCRM usando suas APIs. Para isso, especifiquei abaixo um fluxo funcional simples para viabilizar este modelo. Em anexo uma visão gráfica. Sequência Funcional: - Fornecedores devem ter um usuário próprio no CRM, e atrelado a ele alguns serviços (aos quais ele dá valor em R$) que pode ser selecionado pelo Cliente no CRUD - Cliente utiliza um CRUD web (form único com campos nome, email, data, hora, fornecedor > listar de CRM, serviço > lista de CRM serviço associado ao fornecedor selecionado) para registrar seu pedido de agenda (nome/email > gravar em contato em prospect, data/...

Busco profissional para desenvolver sistema para empresa RH  que englobe as funcionalidades de  um ATS ( Aplication Track System)  + funcionalidades de um sistema  administração de processos seletivos  e outras funcionalidades....<br />especificas da empresa.<br />Customizacao baseada em crm como sugarcrm pode ser uma alternativa.

Preciso de um profissional para apoio com o sugarcrm. Rodamos hoje com o SalesForce, e para reduzir custos estamos avaliando fazer a migração para o Sugar. O 1o Job seria a instalação e fazer as parametrizações mais importantes (lead, conta, contato, oportunidade, cotação, contrato e documentos) para que possamos rodar. Na sequencia temos algumas oportunidades para desenvolvimento de integrações (Magento e Finanças) e desenvolvimento mobile.

Criar módulo de oportunidades co m ligação dos recibos dos clientes e fazer a apresentação em modo gráfico.

Completar algumas customização em alguns modelos do sistema de CRM em PHP(SugarCRM).

Preciso de um especialista em SugarCRM para implementar uma customização. 1- Customizar plataforma 2- Sincronizar informações com mobile

Adaptar o SugarCRM para atender demandas diversas e integração com outros sistemas

Estamos a procura de um profissional para o desenvolvimento de módulos para autenticação PPPOE e Hotspot para uma plataforma Sugarcrm, com geração de faturas e bloqueio automático. Exemplo: Obrigado!

Preciso de um mini CRM ja testei varios no mercado " SugarCRM, Sales Force e outros" mas nao me atende pela amplitude dos dados e pela complexidade de uso, o que preciso Controlar os dados de Cadastro de uma empresa, os dados de contatos dentro dessa Empresa ex.: Funcionários e cargos e os contatos que vou ter com esses funcionários, uma agenda de eventos gerada pelos contatos que tive com esse funcionários. Ja tenho um banco em Access com toda a estrutura dos dados, que uso hoje para trabalhar no dia dia, hoje esse banco esta com 3 Tabelas 1 com os dados da Empresa, 1 com dados de contatos, 1 com assunto conversado com esse funcionário ou contato onde tem data do assunto e data de retorno. preciso de uma agenda em cima deste retorno.

Gostaria de um software personalizado (podendo ser usado recursos open source da internet SugarCRM, Adempiere etc) para a administracao de um jornal de pequeno porte. O sistema deverá ser integrado e atender aos seguintes requisitos: - Controle financeiro da empresa (ERP) - Controle de assinantes e anunciantes (CRM) - Emissao de boletos / Notas fiscais - Controle de mala direta Seria ideal que esse sistema fosse baseado na nuvem (contratacao a parte) mas isso nao e um requerimento obrigatorio. Estou a disposicao para esclarecer qualquer duvida.

...=&utm_campaign=af_impact_radius_1244113&utm_medium=affiliate&utm_source=impact_radius Vuexy - Vuejs, Nuxt, , HTML, Laravel, Asp.Net & Django Admin Dashboard Template Key Features of the software: - User Login and Registration: A simplified user process to allow both lenders and borrowers to create profiles using their name and contact information. - Mortgage Offer Sharing: Lenders should be able to upload detailed mortgage offers specifying the loan amount, interest rate, and loan duration. - Separate Dashboards: Intuitive and distinct interfaces for lenders and borrowers to navigate postings and offers accordingly. This project demands a developer with a strong background in WordPress and plugin development. Ideal candidates should have experience cre...

...must have a breakdown with names of all the relevant expenses and their totals as well as a grand total for each section and a final grand total. Some of the expenses will be hard coded for them to select the ones that are relevant to them. Most importantly I need logic in the interface to go through conditions. For example: “Do you rent or own?”. If they own ask them how much they pay for mortgage, home insurance and taxes. If they rent ask them How much and ask if utilities are included. They should be able to pick from a list of utilities like: electricity, water, internet etc. Utilities that are included should not be taken into account in the next section. In the last section they should be able to add any expenses that are important to them as well a...

...to join one of the fastest growing agencies in the mortgage/real estate industry This is a commission based job for the first few weeks, if you are good and are able to generate us deals consistently, you will be given a base salary as well Requirements: YOU MUST HAVE LITTLE TO NO ACCENT Must be able to stay consistent Must be able to dial for 1-3 hours daily 5 days a week Job Description: - A list and script will be provided to you as well as the software to make calls - You only need to work for 1-3 hours daily - We will train you 1 on 1 to make you the best cold caller there is - You will need to book prospects in for a meeting to speak to our sales team About us: Diamond Equity is one of the fastest growing agencies in the mortgage/real estate industry and we ar...

I'm in need of a creative, professional designer to create a marketing flyer for my real estate services. The primary goal of this flyer is to engage potential clients a...Information: - The flyer should prominently feature my contact details for easy reference. The flyer is to encourage people to find the bus (see photo) and once they find the bus they should do the following: 1. Take a photo of the bus advertisement (if driving please be responsible and have your passenger take the photo) 2. Post on your Facebook or Instagram the photo with the words Need a good mortgage broker call Jerone. You must also tag 2 friends who you believe can benefit from my services In return you will be in the running to win $2,000 Westfields/Coles voucher. To be drawn 20th December 2024 vi...

I'm looking for a s...tasks: - Picture Updates: I need my website's visuals refreshed and perhaps some removed or resized to enhance the overall look and feel. - Coding Revamp: I'm in need of an update on the existing coding. Additionally, I have some new functionality that I'd like to incorporate to improve the site's performance and user experience. - Calculator Integration: I have a specific interest in adding a Mortgage Calculator and a Retirement Savings Calculator to my site. These calculators should be user-friendly, visually integrated with the site, and fully functional. The ideal candidate should possess the following skills: - Proficient in web design and development - Experience in coding and implementing new functionality - Familiar with int...

...inputs and cater to diverse variables. Key Components: • Calculation of Property Tax, Homeowners Insurance, and HOA Fees • Ability to estimate the largest possible home purchase based on financial data • Consideration of interest rates and their possible fluctuations • Reflection of down payments and portfolio line of credit options Input Requirements: • Annual Income • Monthly Debts • Desired Mortgage Term • Potential Family Gifts • 401k Loan Ideal Skills: • Proficient in financial computing • Experience in creating similar financial calculators • Good grasp of real estate finance variables, such as interest rates and property taxes. Your task is to create a calculator that cleverly combines all these factors t...

I'm looking for a seasoned Wordpress(Elementor) developer who can greatly enhance the user interface and user experience of my real estate website. The current design feels outdated and dull, and I need this to change. Key Aspects for Improvement: - Visual design: I want to breathe a new life into my site with a fresh color scheme, updated typography, and overall aesthetic enhancements. - Navigation and layout: The site should be easy and intuitive to navigate. Adding or removing navbars/sub-navbars may be necessary. - Interactivity: Current buttons need repair, and I would like to add a home valuation feature. - Call to action: Revise and highlight CTAs to improve user engagement. - Useful content: The content should be compelling and clear, effectively communicating our real esta...

I'm in need of a unique, creative logo design to use here in America. Here's a bit more detail about what I'm looking for: Company Name: Maine Mortgage Company - Colors: I'm thinking of a color scheme involving blue and white, with maybe a touch of red introduced subtly but not necessary - Font: I prefer a modern serif font. It should be clear and readable, conveying a modern feel while still rooted in traditional design. - Icons: I'm open to your creativity when it comes to additional elements in the design. However, remember that the final logo needs to be versatile and professional. Delivery Format: Final logo design should be delivered in PDF, vector and PNG format with a transparent background. Ideal freelancers for this project would not only hav...

Logo Design Project $10.00 I am looking for a talented logo designer to create a logo for my brand, Compass Mortgage. The logo will be used for branding purposes, as well as on our website and print materials. Style of the logo: - I would like the logo to have a modern and minimalist style. Ideal skills and experience: - Strong graphic design skills - Experience in logo design - Ability to create a modern and minimalist design - Attention to detail - Good communication skills - Ability to work within a given timeframe Please provide examples of your previous logo design work when applying for this project. Thank you!

I require a contemporary, sleek and professional logo for my mortgage business: Abundant Equity. Here's what you should know about the design I'm envisioning: - Style: A modern design style, clean lines, and an uncluttered look. - Color Scheme: Predominantly purple with possible accents of blue, aqua, teal, or orange. - Imagery: Please incorporate the concept of a 'home' in the logo. Additional concepts could be "Trust", "Deal" or any other imagery associated with "Abundance" Proficiency in using color theory in design and conveying business messages and values through imagery is a plus.

I'm seeking a skilled developer to create a web-based calculator to help clients understand their potential savings by overpaying on their mortgage. This project involves: - Developing a calculator with an algorithm that takes into account: loan term, current monthly payment, overpayment amount, and estimated savings. - Ensuring user-friendliness and simplicity in design. - Providing the results in a concise text output format. A proficient understanding of both backend and frontend web development is required, with experience in mathematical projects or financial tools as a advantage. Expertise in JavaScript or relevant languages is also a must for calculator functionality.

I'm looking for professional help to secure additional funds via a second charge on my real estate property in London uk . The current mortgage on the property is still being made, so experience in handling similar financing scenarios would be crucial. Skills and Experience needed: - Substantial experience with second charges - Knowledge of legal implications and processes - Ability to provide financial guidance - Deep understanding of real estate property valuations - Experience working with monetary institutions or lenders. Your responsibility will encompass everything from providing advice, handling necessary paperwork, to liaising with my mortgage lender and the second charge financier. Please bid with proof of your competence on similar projects.

...a suite of classic and elegant marketing materials for my real estate and mortgage company. Ideally, you'll have experience in creating flyers, postcards, brochures, digital market updates, newsletters, among others, for companies in this sector. The main elements you would need to incorporate into your designs are: - An elegant and classic aesthetic - A message promoting the investment opportunities in real estate that we offer Key Skills Required: - Proven experience in creating marketing materials - Familiarity with the real estate and mortgage industries - Ability to weave a narrative through visuals - Excellent attention to detail Our target audience is the general public looking for real estate or mortgage services, so your design should be appealin...

As a business in the mortgage industry, we're constantly in need of expanding our lead pipeline. We're looking forward to working with a freelancer who can help us generate mortgage leads. Below are the specifics: - Focus Areas: - Generate refinance leads - Generate purchase leads - Generate home equity leads - Target Market: - First-time homebuyers - Homeowners looking to refinance - Homeowners searching for home equity loans Currently, we're utilizing online advertising to generate leads. However, we're open to innovative techniques and new lead generation methods if you have great ideas to share. Skills and Experience: - Proven experience in lead generation, specifically in the mortgage industry - Strong under...

I'm in need of a specialist to source detailed mortgage leads. The types of leads include first-time homebuyers, home equity leads and those pertaining to both private and commercial mortgages. We need for Ontario Canada Area.....we are looking at someone on reguar basis that can provide 50 Leads month....we will check quality of leads from this contest and award someone monthly contract: For this Contest....Just Provide JUST 10 Quality Leads in Ontario Canada that are looking to get funding for Mortgage. We will Verify the Quality and award the winner monthly contract. these must be in Ontario Canada Require: Name Phone # Email Amount Required Purpose

Looking for freelancer with previous loan website design experience, to develop WordPress website for our loan agency. Our main goal is to sell loan services like home loan and mortgage loans to potential customers. We require the following specific features on our website: - Online loan application: Users should be able to easily apply for loans directly on our website. - Live chat support: We need a live chat feature to provide immediate assistance and answer any queries that users may have. - Loan calculator: The website should include a loan calculator tool to help users estimate loan amounts and repayment terms. - Google speed insights speed should show 95+ - All Seo parameters to be followed. The ideal candidate for this job should have experience in WordPress development, w...

I am seeking an experienced web developer to design a commercial and residential mortgage website comprising practical and secure features suited for our clientele. Specifically, the site should incorporate these elements: - A Mortgage Loan Calculator for users to calculate potential loan costs. - An Online Application Form for users for easy application processes. - A Loan Comparison Tool for assessing different loans. - A listing of various mortgage products in detail. The website must also enable users to upload their documents securely. Thus, implementing high-level security measures such as SSL Certificate, User Authentication, and Data Encryption is essential. In addition to these, the website should facilitate direct communication with users through a...

...facing some challenges with my mortgage company, I need the expertise of a proficient legal professional. The company emailed me misleading information about my payment, a situation which has led to complications and distress. Here are my requirements: - I haven't consulted with any lawyer yet. Therefore, I require someone who can guide me from the very beginning of the lawsuit, explaining all the legal terms and processes involved. - I have documented written communication as evidence to support my case thus a keen eye for detail will be ideal in reviewing these documents. - Given the scenario, strong skills in both written and communication will be advantageous. It would be of additional benefit if you have specific experience or knowledge facing a mortgage compa...

I need a freelancer to compile 5000 genuine email addresses of venture capitalists in the Technology, Finance, Insurance, and Mortgage industries. - The emails should be verified as genuine using a reputable email verification service. - Additionally, I would like the contact details of these venture capitalists segmented by geographic location, investment size preference, and industry focus. Ideal Skills and Experience: - Proficient in data mining and lead generation, Understanding of the venture capital landscape, especially in the specified industries. - Familiarity with email verification services - Ability to segment data effectively Note : -Please provide examples of previous similar projects or relevant experience. -Confidentiality of gathered information is paramount,...

Hi Dears, I want you to design Mortgage Calculator section an the page I sent to you, and i will use it in any page i want

1. In all files made till now - 8 files, I need No Income Required with No Income Document Required 2. In the files that you did yesterday, use green and orange branding like the website showed on chat

...developer for creating a robust, fully functional website. This site should ideally integrate CRM functionalities. The key features we require are as follows: 1. Property listings: Providing a comprehensive and easily navigable list of our real estate properties available 2. Virtual tours: Engaging potential customers with a fully immersive experience of the property. 3. Mortgage calculator: An integrated tool for calculating mortgage and related costs, beneficial to both sales personnel and customers. Our sales and site management CRM functionalities should include: 1. Lead management: Capabilities to effectively track and manage potential leads. 2. Client database: A well-organized and secure database system for storing and retrieving client information. 3. Appointment...

As an investor seeking high return investments, I'm in need of skilled and experienced real estate professionals to analyze potential deals. Information should be thoroughly broken down and reported, specifically targeting the following aspects: • Comparable properties on the market • After Repair Value (ARV) • Current and projected rental rates • Fixed-rate mortgage estimates This project requires expertise in real estate market trends, data analysis and financial forecasting. An understanding of high return investments will be beneficial. Applicants with experience in residential real estate and knowledgeable about fixed-rate mortgages will stand out. Note the priority is to determine the potential for high returns in the property analysis.

...will only release the final payment on completion. 3. Timely Delivery - Delivery Time is important so we don't need someone who is juggling multiple projects. I am in need of a compelling advertisement design for my Mortgage Broking Business. The primary aim of this design is to boost my brand's visibility. The advertisement will be in a print format, focusing on the refinancing homeowners market. The design should be engaging, professional, and informative. Ideal skills and experience for this job: - Graphic design - Print advertisement design - Understanding of the mortgage industry - Experience in creating brand-awareness campaigns - Ability to target and attract refinancing homeowners. The successful freelancer must be able to deliver a design that is no...

I am in need of a skilled data entry specialist who can help me input both text and numerical data from images and PDFs int...and PDFs into my digital systems. The project involves less than 100 documents in total. Key Requirements: - Proficiency in data entry, particularly dealing with textual and numerical data. - Experience with extracting information from images and PDFs. - Attention to detail is crucial to ensure accurate data input. - Prior experience of handling less than 100 documents. - prior experience in mortgage lending, real estate, or banking. This is a straightforward task but requires precision and a good eye for detail. I am looking for someone who can commit to delivering the task within the specified timeframe. Experience with similar projects will be highly b...

I am looking for a professional who can help me create an interactive website that will guide people on how to purchase residential properties. The website should have the following features: - **Mortgage Calculator**: An essential tool in the real estate buying process. I want a mortgage calculator that will help people estimate their monthly mortgage payments based on property price, down payment, loan term, and interest rate. - **Property Search with Filters**: I want users to search for properties based on different criteria such as location, price range, number of bedrooms, etc. This feature should help users find properties that match their preferences. - **Interactive Maps**: A map feature with property listings pinned on it would be very useful. Users should...

I have an issue with a clients website. They are using SugarCRM / SuiteCRM. Data is not loading correctly (see screenshot attached).

I am seeking ...seeking an assistant who has extensive knowledge and experience in the mortgage industry, along with an exceptional track record in the area of customer service. Key Job Requirements: - Past administrative work in the mortgage sector - Proficiency with mortgage processes and terminologies - Outstanding customer service skills Ideal Skills and Experience: - Proven experience as a mortgage broker admin - Mastery of customer service principles and practices - Familiarity with mortgage industry concepts, practices, and procedures This role calls for a professional that can jump right in without the need for extensive training. It's sophisticated, demanding, and rewarding - fit for an individual who knows the ins-and-outs of mortga...

I need an experienced WordPress developer to build a real estate website similar to www.squareyards.com. It must have a clean, minimalist design. Key features to include: - Property search functionality - MLS integration - Mortgage calculator functionality - Property listing Page - Project page - Blog section Ideal candidates should have previous experience in real estate website development, strong knowledge of WordPress and the ability to adhere to design guidelines. Proven experience working with MLS and mortgage calculator integrations is a must. A keen familiarity with clean and minimalist web design principles is also preferred. Please include examples of similarly complex websites you've worked on in your proposal.

...dedicated Sales Development Rep with a proven track record in cold email marketing. As part of the role, you'd specifically be working with Instantly, so experience with this tool is a must. Responsibilities: - Primarily focus on cold email marketing to generate leads in the mortgage industry. - Ultimately, the main target is to get more appointments booked and loan applications. Ideal Skills and Experience: - Previous experience as a Sales Development Rep specializing in cold email marketing. - A strong understanding of the mortgage industry. - Proficiency in using Instantly. - Demonstrated ability to increase lead generation and improve conversion rates through cold email marketing. - Exceptional communication and persuasion skills. This is a full-time position, ...

As a mortgage brokerage, we're currently in search of a skilled and experienced lead generator who can help us to optimize our current methods. Our processes mainly involve online advertising and referrals. Preferred skills and experience: - Knowledge of Facebook Ads - Proficiency in creating compelling text-based content - Deep understanding of lead generation strategies Your task will primarily involve: - Enhancing our text-based advertising on Facebook - Finding new ways to capitalize on referrals - Exploring other innovative methods for online advertising Bid now if you're up to the challenge of improving our lead generation efforts. Let's grow together!

...categories: A) Abbreviation letters, B) The full word representations of those abbreviations. C) and comprehensive definitions elucidating the meaning and context of each abbreviation and its corresponding full word. Examples: 1) BTL - Buy-to-Let: A property investment strategy where the property is purchased with the intention of renting it out to tenants. 2) LTV - Loan-to-Value: The ratio of a mortgage loan amount to the appraised value or purchase price of a property, expressed as a percentage. 3) APR - Annual Percentage Rate: The annualised cost of borrowing, including interest rates and additional fees....

I need someone expert in restoring a SUITE CRM (SugarCRM) system precedent installed on a different domain. i have done backup of files and db but expanding on new domain it give an error (maybe many files to configure or something else to do i don't know. Al system is under plesk so i give a plesk customer containing files zipped and db zipped

...buyers navigating the UK mortgage industry. This book will serve mainly as a pathfinder assisting these individuals to navigate this complex sector with ease. Key Focus Areas: - Detailed explanation of the mortgage application process which will serve as a guide to first-time home buyers. - Intense elaboration on the various types of mortgages available in the UK, highlighting their differences, benefits and drawbacks. The perfect freelancer for this job is preferably someone with mortgage industry experience or a professional writer with extensive research skills. An understanding of the UK housing market is key to ensuring accuracy and usefulness of the book. Ultimately, the goal is to produce a clear, concise and practical guidebook that makes securing a m...

...content providers in the Accounting, financial services and mortgage broking circles. the supplied informational blog articles aimed at Sydney homebuyers looking into getting mortgages. 4. Ensuring the blog post gets maximum exposure to reach potential customers. 5. Create relevant backlinks and improve SEO on a monthly basis. The ideal candidate will also have the capability to boost our Weebly-hosted website's SEO through effective backlinks. Being familiar with the Australian housing market, The Mortgage Broking industry both especially in Sydney, would be an added advantage. This will help us drive our message home in the most appealing way possible. Your main target will be aspiring home buyers in Sydney seeking mortgage options. Expertise in content p...

...predictive modeling. Experience with real estate or housing markets would be a bonus. below are the project details: I'm in need of an experienced data analyst to help me with a project. There is an article on “the cost of homeownership soaring” on the front page of the Wall Street Journal today. It talks about home insurance premiums skyrocketing, and property taxes as well. You can’t deny that mortgage rates in the 7% range makes home ownership more expensive, but it doesn’t provide a fair look at the value of being a homeowner vs a renter. It is a one-sided article almost encouraging 1st time homebuyers to rent instead of make an investment when the reality is that homeownership historically has been one of (if not the best) investments in US ...

As a bustling Mortgage company, I'm searching for a dedicated bilingual virtual sales assistant. Must speak English and Spanish fluently. They would be responsible to manage various tasks: - Generating leads: I am particularly interested in someone who can bring in fresh leads and turn them into sales prospects and scheduled appointments. - CRM and Social Media Management: Keeping our CRM system up-to-date is paramount. The ideal candidate will efficiently manage contact details, client communications, and sales leads. Post new social media content daily. - Outbound Sales: A significant part of the role is nurturing leads. Through making outbound calls, follow-ups, sending texts, and emailing flyers and informative details, you'll keep our potential clients engaged and ...

We urgently need a freelancer experienced in sales and customer service via text messaging to nurture our individual consumer conversations into sales conversions for our mortgage products. Key responsibilities: - Managing ongoing text conversations - Converting prospects into sales - Providing an overview of the application process in the follow-up text messages The ideal candidate will have: - Proven experience in customer relations and sales via text messaging - Solid knowledge of mortgage products - Ability to provide excellent customer service - Capacity to deliver on-target results for sales conversion goals. Please, only professionals with sales experience and a strong English skills as well as aggressive long term follow up apply. Compensation will be resul...