This is for a small mortgage company.
The transactions are very complicated and involve approximately one ream of paper on each loan file.
Initially, the loan files were processed manually, and the physical file was moved through the departments. However, it is very difficult to follow the meticulous notes in the file,
and there is difficulty in communicating with the staff. Further, mistakes in the different processes are numerous, and there is no efficiency.
The worksheet for each department lists each file which is subject to operations in the respective department. Further, each file has a hyperlink to a Word document which contains information about the file, and the procedures for operations for the file.
1. Automate the procedures for functions in the master document of the workbook. The selection might be from a template which is activated by a key combination.
a. Move a file name to a different worksheet.
b. Create a hyperlink.
c. Create a Procedures Document for a file.
d. Create a file naming system with autoincrement for file numbering.
e. Create a system for archiving (closing, or DFTing) the file.
f. Create a system for listing monthly closings.
2. Automate the process of making entries in the Procedures Document (PD). A horizontally split screen to be used for viewing and making entries in the PD.
a. The top screen is for viewing and scrolling the PD.
b. The bottom screen is for making entries.
3. Automate the process of making reports from the PD.
a. List the open instructions assigned to a particular operator.
b. List the open instructions assigned by a particular operator.
c. List all instructions, open and closed, on a particular file.
d. List all open instructions on a particular file.
Please give me a detailed proposal on how you would accomplish this. ALL CODE must be very well COMMENTED.
The project must be packaged for deployment on the machines.
Will you support your work?
What kind of guarantee do you offer?
1) Complete and fully-functional working program(s) in executable form as well as complete source code of all work done. 2) Installation package that will install the software (in ready-to-run condition) on the platform(s) specified in this bid request. 3) Complete ownership and distribution copyrights to all work purchased.
Windows XP - Windows 2000