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Mortgage Business Database MS Access 2010

Purpose

The primary purpose of this data base is to be able to enter a contact into the system and then take them from Lead Marketing to Close of Sale through the use of (automated if possible) templated task/action paths that I am able to copy and modify when needed. The database is for my use only.

Example-

Joe Smith has been entered as a Lead in the system.

Touch 1 Call

Touch 2 Send Item of Value

Touch 3 Call

Touch 4 Email

I call this “The Path” which I think in database terms is a “Campaign”. I have a Path for everything I do from “Have Not Met Leads” to after closing drip campaigns. Having said this, I should be able to create or copy a primary path and then modify it to meet the needs (action/task) of whatever goal I need to accomplish. I like the idea of drop down boxes where the label indicated will designate the path taken for the customer. I also like the idea of being able to hyperlink the tasks/actions so that for ex. If I need to send a letter a hyperlink to the letter template I have previously saved will populate with the customers info so that all I have to do is print of if I need to go to a website all I need to do is click the hyperlinked task/action.

Contacts

There are 2 types of contacts I need to accommodate. The Customer Contact and the Business or Support Contact.

1. For the customer contact, I need the ability to enter the contact basic info (name, phone, email…), assign a path, add quick entry notes (time stamped) and then associate them to one or multiple properties. The properties pages will then contain the rest of the info I need to complete my goal.

2. I have to work with supporting business’s or supporting groups that help me complete these mortgages. I need the ability to attach them to their parent company, categorize these people into their respective groups and then also assign/attach them to the one or multiple customers or properties that I/We am/are working with.

Reports

The opening page of this database should be the reports page. With this dashboard I would like to see reports showing me-

1. What business I have in my sales pipeline and what phase it’s in

2. How many contacts i’m entering weekly, monthly and yearly

3. Forcasted volume, monthly and yearly

4. Calculated From #3- my monthly commissions(this is tiered so it’d be cool to figure out the math behind this so the system could calculate automatically.)

5. Calls made vs. closed sales

6. Estimates sent vs. closed sales

7. Applications vs. closed sales

8. Average $ amount of loans for both Purchase and Refinance

9. Average days to close for both Purchase and Refinance

10. Ratio between Purchase and Refinance business

11. I’m sure there is more but we’ll work on that.

Resources

I need to be able to keep my hyperlinks categorized and in one spot so I can cut and past them to the appropriate place quickly when I’m building a client profile. Most of these will be a website or a doc template so pretty easy but I didn’t want to forget this one.

As stated, this will need to be MS Access 2010. There should be as little code as possible put into this as the company makes it a bit tough to get a file on the laptop. Currently email is my only option and that’s a bit sketchy so you’ll have to work with me on it. You’ll need to tell me how you work with these projects and what you need from me.

CRM Administración de bases de datos Microsoft Access

Nº del proyecto: #13253368

Sobre el proyecto

22 propuestas Proyecto remoto Activo hace 6 años

22 freelancers están ofertando un promedio de $563 por este trabajo

fabest

Dear, we are Team of French + US. I checked your project description, and I confirm I can develop your program. I will focus on user friendly interface. As you can see I have very good rate, you can be sure I am ser Más

$526 USD en 10 días
(83 comentarios)
7.3
workerbee1974

My passion is building Custom Access Databases. I have built well over 250 custom databases in the past 16 years. I have taken all classes from beginner to expert 97 to 2013. I have samples and more reviews at https:// Más

$555 USD en 10 días
(42 comentarios)
6.7
schoudhary1553

Greetings sir, i am an expert freelancer for this job and your 100% satisfaction is assured if you allow me to serve. Here is the reason. Why you should pick me? a) I am a very expert and have the same kind of ex Más

$555 USD en 8 días
(36 comentarios)
6.2
mrrapp

Hi, I have done quite a few of these deal tracking programs, quite a few in the real estate/mortgage business. If you contact me, I could send you some screenshots of some similar programs. One program I wrote for a Más

$555 USD en 10 días
(6 comentarios)
4.7
phpwordpressdev

Hi, Hope you're doing good! My name is Nikhil Sharma and I'm a CRM consultant. I provide different solutions to my clients depending on their requirements. As I understand, you basically want Access 2010 database to Más

$694 USD en 10 días
(6 comentarios)
4.9
swarm22

I have 6 yrs experience in ms access , excel and vba programming. I have working with different data-sets. I read the requirements. 1. Database design 2. Work Flow Diagram 3. Forms design 4. Business Logic Imple Más

$333 USD en 5 días
(11 comentarios)
2.8
Weebside

Hello, Sir Weebside Inc. is a professional freelancer service provided to worthy clients like you. We can provide our best developers to provide you High-Quality Product with 100% Delivery Rate, 100% Satisfaction. Más

$250 USD en 1 día
(1 comentario)
1.2
zdesign77

Hey, I'm a web developer based in Boston, MA. I've had a look at your project description and feel that my skills match your requirements. Let's discuss this project when you are online. I have some examples of my past Más

$555 USD en 10 días
(0 comentarios)
0.0
kirangautam

Hello, I read through the job details extremely carefully and I am absolutely sure that I can do the project very well. We are the team of many employees and over past 10 years we have completed many projects in Más

$500 USD en 10 días
(0 comentarios)
0.0
AleenaIlyas

Hello, I have read what you exactly need, however I would like to ask you a few questions. I do work smart and do not rest until I get the job done. Please feel free to ping me anytime so we can have a detailed discuss Más

$555 USD en 10 días
(1 comentario)
3.8
DatabaseGenius

As this is a major database project, I recommend FileMaker Pro, which works on the PC, as a cross platform database can create all the calculations, different layouts, triggers to send emails from the database, and t Más

$1111 USD en 30 días
(0 comentarios)
3.8