I am looking to design a site which is for taking information for
leads for mortgages etc.
This is what I am looking for:
A site very similar to: [url removed, login to view] Similar design but
not the same.
These are the tabs I will require: Mortgage, insurance, pension,
investments and mortgage protection.
Firstly, in question 2 of ukbestrates (About you section) I want one
other question added which says "Preferred contact time?" then a drop
down with the options Morning, Afternoon, Evening. Also change
"address" to "House number/Street". Add another question called "Area
and surrounding" in this there will be a drop down with these options:
Chepstow, Newport, Monmouth, Abergavenny, Cardiff, Bridgend, Swansea.
In the mortgage tab I want exactly the same information as asked for
In the insurance tab I want the same as mortgage apart from the questions:
"How much would you like to borrow? *"
"Have You Found a Home? "
"What is the Type of Loan? *"
But will list Contents and Building insurance.
For pensions tab same as previous except on question 1 like on
ukbestrates change it to: Are you a smoker? Then option to click yes
or no. Then another question: How much do you wish to contribute to
your pension every month? (Approx). Then keep question 2 (About you
section) the same and get rid of question 3 altogether.
In the investments tab I want the same as this:
[url removed, login to view]
In mortgage protection tab I want in question 1:
Age: box to write in numbers
Cover required? (Drop down) answers: Unemployment and incapacity,
Unemployment only, incapacity only.
Current monthly mortgage payments: £ sign with box next to it to write
Question 2 + 3 can be kept the same.
Once they click "Get my quote" they will see a page saying "Thank you
for submitting your quote, we will contact you shortly."
The mortgage tab will be the homepage for the site.
There must be an admin panel too. In this I would like to have the
tabs and on each tab I want to be able to click on a name of a person
who has filled in the form and be able to see all the questions with
the answers they've filled in. It is important to have the exact time
and date of quote.
Each quote should have a unique ID which will be used in the following
table (named: Customer Quotes Table):
Quote ID Quote Area Quote Date&Time Allocated To Action
RM77081030 Cardiff 7/7/08 10:30am None None
Please note that quote id is made up of person initials plus date and
time. Also note that "Allocated To" comes from the following table
(named: Financial Advisors Table):
Quote Area Advisor name Advisor SMS Advisor email Allowed
Cardiff John Taylor 02920777556 Yes
Allowed can be either Yes or No to control quote sending also to
enable him/her to be allocated in the Customer Quotes Table. So back
to Example 1:
RM77081030 Cardiff 7/7/08 10:30am John Taylor None
Please note that the software should allow up to 20 names per area
(which can be any of the following: Chepstow, Newport, Monmouth,
Abergavenny, Cardiff, Bridgend, Swansea)) can be setup and can be used
in the first table. The Action tab can have one of the following
values: None, Send SMS, Send Email, Send Both. Activity tracking
history should be kept so we can check the result of sending SMS and
Quote Short info: to be SMSed and will contain the following information:
Titled: SMS Info:
Name, Date of birth, type of service (mortgage, pension, investment,
etc. all the other tabs), contact time, postcode. These must be
abbreviated to N (name), DOB for date of birth, TOS for type of
service, CT for contact time, and P for postcode.
An example would be like this:
DOB=[url removed, login to view]
Quote Detailed Info: to be emailed and will contain full information
captured from customer form.
Titled: Detailed Info: Full details.
It sounds a lot more complex than it is, please tell me the price for
this and any questions you may have. I need work started on this
immediately and I need it completed in as quickly as time as possible.
Note: Quote ID & advisor name should be automated and quote should go around the assigned advisor in a equal manor.