Develop Mortgage Sales Genie Website

If you have done a similar site, you may be able to simply clone many features of that site.

Here are the initial details on this project. I would appreciate any suggestions or considerations you have. Screen data can be organized as you see fit. You won't need to worry about writing the billing, privacy and security policies. Let me know what other questions this raises with your team. My client is eager to get solid pricing together as soon as possible.

Premise or Purpose of Site

To sell mortgage brokers sales lead opportunities on-line. You can find many examples of this service on-line by doing a search.

Preliminary Site Framework

- Two Types of Membership Options - Token Based = One time credit card charge for X number of tokens. In this scenario, leads available for purchase would have token value assigned to them that represents the cost of the lead.

- Premium Subscriber Membership Options - Customer receives X number of tokens at a discounted rate for $X and is charged a recurring monthly amount.

- Tokens

- $1 = 1 Credit. A leads that costs $10 would have a token value of 10.

-Tokens would be useable in 1/4 increments to facilitate the purchase of leads costing only $.25

- Lead Types

- Standard - Can be purchased by multiple members

- Exclusive - Can be purchased only once

CMS Admin Area -

- Manage Member Accounts - Activate, Deactive/Disable, Schedule Account Expiration

- Send broadcast e-mail to all members

- Send one off messages to individual members

- Import screen for importing new leads into the system via excel/CSV file.

Site Features Overview

- Secure on-line payment processing for up to 5 different payment options

- SSL Enabled Member Area

- Monthly Recurring Customer Billing for subscription vs. Credit or Token type accounts. (on-line payment processing service)

- web driven interface to easily import leads (Admin Back End CMS)

- Automatic price adjustments based on date, updates occur each night

- Realtime Exclusive Leads Delivery via E-mail, to premium membership accounts. (optional)

- Written Site Security and Customer Privacy Policy

- Billing and Payment Policy

Customer Login and Account Management (Customer Area)

- Password / Security Question Changes

- Credit Card Add/Change

- Purchase Additional Credits Function

- Customer Help/Support/FAQ/Terms of Use

- Personal Info Update Name/Address/E-Mail/Opt in/out newsletter

- Customer Purchase History and Reporting Features

- Account Upgrade Option (if exists)

- Default Search Preferences For Listing Searches

- Leads Procurement / Management Area This area gives your customer an easy intuitive interface to actively track, process and manage their leads in real-time. Here customers can:

- Remove Lead From System (permanent removal, system should send lead back into system for purchase (optional) )

- Choose Reason for removal - Dead, no longer interested, used different broker, etc.

- Forward Lead to Assistant Broker / Partner

- Archive Lead Removal Checkbox (removes lead from active listings reports and screens but not user account)

- Set Customer Lead Retirement Date (auto remove lead based on expire date, move to dead/lost leads report)

Lead Contact History

- Last Call Date, Time and Duration

- Result e.g. no answer, left message, wrong number, requested call back, no longer interested - # of Contact Attempts

- # of E-mail Attempts

- Lead Notes Field

- Schedule Reminder Follow Up (alerts client by e-mail and colors Lead red indicating call to action)

- Send Customer Message (Drop down list to select message type.

Messaging Management

- View, Create, Edit, Delete custom canned E-mail messages (below are examples)

- Follow up message

- Thank you for your time

- Sorry I was unable to assist you

- Trying to reach you, please return call

- Lead Referral Incentive to client

- Status update to client


- Open Leads

- Newest Leads

- Leads Listing in last X number of

Habilidades: PHP, SQL, Design de Sites

Veja mais: website sales genie client, sales genie leads cost, writing thank you notes, writing a thank you card, what would my monthly payment be, what to charge for web design, what is sales support, what is automatic writing, website pricing, website price value, web develop php, web develop cost, web design login screens, web design is dead, value website, value options, types of report writing, two types of writing, track members, thank you notes

Acerca do Empregador:
( 47 comentários ) Richland, United States

ID do Projeto: #460672

48 freelancers estão ofertando em média $2398 para esse trabalho


We have ready solution for you. Sushil

$2000 USD in 30 dias
(140 Comentários)

Please check PMB. Regards.

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$2400 USD in 45 dias
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Please check PMB. Thanks.

$2500 USD in 60 dias
(66 Comentários)

We have done mortgage website already and you can see a positive feedback in our reviews which we did for $5000...please check pmb for demo. Regards, Tarun

$3000 USD in 45 dias
(34 Comentários)

Hello Sir, Please check my PM for details of my bid. Thank you.

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