The project we are looking to have completed is a simple PHP/MySQL client status tracker. I am a Mortgage Originator and would like a simple way to keep track of client loan status, as well as a quick way for any team member to view the updated info without having to make a call, or email. Basic functionality would include secure login for users to add/view/modify client activity. Once logged in, a user could add a client loan to tack, under one of the loan officers (which each loan officer section being collapsible), etc. I have included an image that shows what this might look like - GT is loan officer 1, JM loan officer 2,.. once logged in you could add clients under either one, modify dates in the specific columns.. etc.. Also, upon entering of ANY dates, the script would send an email to the respective loan officer stating the client info and changes made.. once the loan has been signed, I'd like the ability to 'place' that client info into a 'stored' section that could be viewed from another page.. with a link to that 'stored' page on the main page.. So, as an example, script might work something like this:: Employee logs in and adds John Smith to 'GT' client section, inputs client info, date submitted, and a lock date.. an email is then automatically generated, and sent to 'GT' with the client name, info and lock date.. each time a date is added or changed, 'GT' will receive an email as to the changes.. once the loan completes the process, the employee can log in and select 'STORE' next to that client which will move that client info into a 'stored' section.. The admin section would allow a single admin user to add/edit loan officer profiles, email addresses, etc. I'd also like the ability to have an announcements section above the loan officers collapsible sections.. each user can access all functions with the exception of adding/editing loan officer user accounts.. If you have any questions, please contact me as soon as possible. We are on a tight budget but I am confident there are freelancers out there that could adapt a script they have, or make on from scratch in a short time, and for a reasonable amount.. Thank you and I look forward to talking to you.. jesse matlock at funding your dreams dot org
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