560983 Custom IDX RETS CRM

Please DO NOT bid on this project if you are not familiar with or have not worked with RETS data feeds. This project calls for the creation of a custom IDX and CRM with integration to a Wordpress site. Please visit [login to view URL] and [login to view URL] to see front ends similar to the front end of this project. >Payment< There will be one milestone payment once the IDX portion of the website is completed. There will be a second milestone payment once the Wordpress integration is completed. Final payment will be made after the CRM back end portion of the site is complete. IDX must be fully indexable by search engines. >Property Search Page< Clients should be able to enter criteria on this page to sort through properties which will be accessible through the local MLS IDX feed. >Property Results Page< Option to view properties as a list (default), thumbnails or on map Map search using Google maps. Each property located on the map will have a thumbnail and details on mouse-over. Each property should display main picture, summary and details as determined by administrator. >Property Detail Page< Property detail pages should have additional links for the client to: Contact the administrator for additional details Contact the administrator to tour the property Send the link to a friend "Like" or "Google+" the listing Save the property as a favorite See map and bird's eye views of property Print listing Get [login to view URL] information Estimate payment information / Speak to lender >Client Control Panel< Client should be able to save/browse/delete properties saved as favorites Client should be able to save/edit searches Client should be able to build a profile with picture, contact information and other fields. Be able to add secondary client name, phone and email. Should be able to save lender/inspector information. >>>Wordpress Integration<<< Should be possible for administrator to easily create IDX links for blog entry. For instance, create blog entry from single listing, list of sold homes for previous week, or using any other search criteria. Administrator should be able to easily create custom results lists of properties for use on any page or post. Custom property lists should be easily created and placed on any page or post. >Automated E-mails< Site should send updated properties to client by e-mail either daily or weekly (determined by client). E-mails will show selective properties based on search criteria saved by client. Our website is already built using WP but we are open to another CMS recommendation. >>>Administrator Customer Relationship Management<<< Administrators should be able to see all activities of clients. There should be tabs to view active leads/current clients/contracts/settled clients/Discarded Clients >Administrator Alerts< Toggle E-mail alerts should be sent to administrator each time a client: 1. Registers 2. Saves a favorite property 3. Requests a showing 4. Sends listing to a friend 5. Prints a listing 6. Asks for financing information 7. Asks for property details >Stored Client Information< Name E-mail Address Phone Number Username Password Original Registration Date Most Recent Log In Time Frame Price Range Median Price Average Price Our last contact Administrator should be able to add tags to clients. For instance, administrator could add the tag "Military" to a client and could later search all clients for those with the Military tag. >EmailTemplates< Administrator should be able to create custom e-mail templates. When looking at client detail page, Administrator should be able to click on an e-mail template and the template should automatically populate with client's information, administrator's information and logo and send from administrator's email address. >Sale Tracker< Administrator should be able to fill in information on client sale from a table. Alerts should be sent to Administrator based on certain timed events. For instance, if a certain task is not checked within 7 days, an alert is sent via email to the agent. Administrator should be able to enter contact information for lenders, inspectors, etc. associated with a client. Once contact info is entered, there should be an option to save this information for use with other clients later. Administrator should also be able to send a template email to these additional contacts. >Client Search Function< Administrator should be able to search through clients using any stored criteria or activities. For instance, administrator should be able to sort clients by how many visits they have made, how many phone calls, etc. >Automatic Emails< Site should track certain client behavior and complete actions based on this behavior. For instance, if client saves a property as a favorite, the site should send an automated email asking if the client needs additional information on the property (e-mail templates to be provided). >Management< System should have a follow up date option. Automated follow up date should be adjustable by administrator. Date should automatically change on certain events. For instance, if administrator logs a telephone call, the follow up date should automatically advance one day. >Phone Number Verification< System should use automated reverse white page search on phone number and provide any information from this search. Also, if administrator logs a phone call and says he spoke to client the site should automatically change the status of the phone number to verified. >Craigslist Integration< On the back end, administrator should be able to choose a listing from the IDX feed and automatically post a listing to Craigslist (ad template to be provided by administrator). >Lead Distribution< Multiple agents should be able to register for the site. Administrator should be able to set criteria for leads to be automatically assigned to various agents. Criteria should include but not be limited to location, price range,round robin, weighted round robin.