Build a customer portal -- 2

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I would like to build a customer portal which allows customers to self-service and view their applications with the business.

The portal will be dynamic and linked mainly to Zoho CRM and other external applications. Below are some of the features and pages required on the portal.

I would also be open to hearing suggestions and advice on implementation, design and functionality.



Misc functionality

- Login/authentication

- Magic links

- Feed and pull data from Zoho CRM

Homepage/Landing Page

- Overview of mortgage deals

- Customer be able to provide - Data/Information/Forms

- Documents portal/hub

- Deals page to view current and previous deals in detail

Customer Data

- Customer to be able to choose their own journey and provide information accordingly

- Customer to complete dynamic forms depending on customer journey

- Dynamic forms to be tailored to customer journey and responses

- 3 main forms depending on customer journey

- Information to be fed to Zoho CRM


- Hub for customers to be able to upload, download and view documents online

- Sorting functionality


- Customer to be able to view all current and previous deals

- View the information and documents specific to each deal


Client databases

- Dynamic databases to be able to sort and view clients and deals

Client profiles

- Client overviews

- View all customer information provided

- Linked information and data to other registered clients

- View all completed forms and information

- View and manage all client and deal documents

- Manage deal information


- Use APIs to create additional functionality within the portal

- Use the information to feed to deals and other sections of the portal and client information

Adviser tools

- Create documents using information from the portal

- Adviser to be able to create tasks to prompt/for client to complete

- Admin

- Manage advisers and portal users

Design site-uri web Securitate web Procesare date Inginerie MySQL

ID Proiect: #36196760

Detalii despre proiect

86 propuneri Proiect la distanță Activ acum 5 luni

86 freelanceri licitează în medie 4421£ pentru acest proiect


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Hi there, I have read everything and do you want to integrate 3rd party APIs for the "Overview of mortgage deals" or all deals will be posted by web admin? Please provide more detailed flow or if possible, please share Mai multe

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