I gang

Finance quote site

Hi

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

on ukbestrates.co.uk.

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

in numbers.

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

Example 1:

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

Example 2:

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

emails.

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:

N=John Smith

DOB=[url removed, login to view]

TOS=Insurance

CT=Afternoon

P=CF34PU

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.

Thanks

Færdigheder: .NET, Java, XML

Se mere: work from home leads list, work from home insurance, work from home finance, work from home ct, work from home co uk, work from home co, what work can i do from home uk, what is your full name, what are work values, taylor design, Service advisor, quote answers, preferred admin, mortgage work from home, john price, java work from home, i want leads of uk, i want leads for loans, insurance work from home, i need a service that will write emails for me, how to write table of contents, how to write my home address, how to write a thank you note, how to write a thank you email, how to write a street address

Om arbejdsgiveren:
( 1 bedømmelse ) Llandaff, United Kingdom

Projekt-ID: #290195

Tildelt til:

dijah43610

rebid requested amount

$495 USD in 14 dage
(0 bedømmelser)
3.4

10 freelancers are bidding on average $519 for this job

meetesh

please check my PMB

$750 USD in 25 dage
(72 bedømmelser)
8.1
TheRenaissance

We are Technaissance. We are ready to do this project. Please check the PMB for details.

$650 USD in 15 dage
(18 bedømmelser)
6.7
MegaSoftwaresCom

Greetings, We'd be keen to work with you on this project. Please have a glance at our portfolio at [url removed, login to view] Following are few reasons to why you should choose us : 1. We are a team of Mere

$699 USD in 10 dage
(9 bedømmelser)
5.4
AshTechnology

Dear Sir, We would love very much to be given the opportunity to work with you on this project. We are expert. We can do this according your requirements. WE CAN MANAGE THE TIME FRAME AND BUDGET AFTER PROJECT D Mere

$750 USD in 30 dage
(6 bedømmelser)
3.9
anoos0007

hi sir, I am interested.

$500 USD in 26 dage
(4 bedømmelser)
2.8
kodgkffc

Hello, My name is Jeremy Bellefeuille and I am the Art Director at Netris. I can fluently speak in both the English and French languages. My team and I complete sophisticated projects for businesses small and Mere

$750 USD in 80 dage
(0 bedømmelser)
3.8
yoshiyuki

I can do this job. Please check PM. Thank you.

$250 USD in 30 dage
(0 bedømmelser)
0.0
delhi4u

I'm oriented towards developing high quality scalable web solutions. Have strong OOP skills, eXtreme Programming oriented (test driven methodology),utilizing best common practices, programming patterns and coding stand Mere

$300 USD in 10 dage
(0 bedømmelser)
0.0
kulparveze

We are group of experienced developers with a rich experience in financial [url removed, login to view] all are Loma 286 certified and have done various such [url removed, login to view] Experience will help in delivering a the product defect free and i Mere

$250 USD in 25 dage
(0 bedømmelser)
0.0
manjuram

Ronanki InfoTech Pvt Ltd specializes in providing high technology, end-to-end solutions in web development (C,C++,PHP, ASP.NET, C#, ASP, JSP, XML, Flash, Web 2.0), Application Development and IT Consulting Services. Mere

$550 USD in 15 dage
(0 bedømmelser)
0.0