We are Zoho one clients and run a finance company. We would like to develop a customer portal area where our clients can do the following as part of their mortgage application

Set up user details to log into a portal which is linked to our Zoho crm module

Complete our mortgage application form, which is a very detailed financial breakdown of the applicant this could be for one applicant or a joint applicant for example, husband and wife. The example phone has been attached within the scope document, as you will see is very comprehensive hence it’s our belief that the form will need to be broken down in separate sections and validated
This form will form the basis of our information gathering and advice process and needs to be available for updates for the clients in the future should they want to 24 examples, add additional properties, or come back to us for refinancing

The applicants will then need to be able to upload documentation, preferably to their own dedicated Zoho workdrive client, get file folder

Clients will need to access their own Zoho sign to be able to give us declarations on the application process within the portal. This is currently being done Zoho signed by the email address, but it would be nice to have this within the portal area.

Our main focus is to be able to update the portal area and application form going forward so we will need a logical set up of the portal as well as the application together with the aesthetically good-looking user interface.

please find attached the mortgage application form we would like to put online via the zoho creator portal.

We are aware of the Zoho creator additional users policy for the portal at any point we’re not going to have more than 250 people accessing this application form and understanding historical data can be switched on and off as long as we can keep the limit to 250 active clients so although we have over a few thousand clients they are not going to be active all at once.

This project is a nice to have and it’s not very time sensitive so we can work around scheduling

Budget: $1,000

Posted On: March 20, 2024 17:27 UTC
Category: Full Stack Development
Skills:Zoho Creator, Zoho CRM, Web Development, PHP, HTML, HTML5, Web Design

Country: United Kingdom

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