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Loan Servicing

$1500-3000 USD

Закрито
Опублікований over 8 years ago

$1500-3000 USD

Оплачується при отриманні
We have a form here ([login to view URL]) where our users (borrowers) input their information. This form is written in PHP and when the user hits submit, all of the inputs get sent to us over Outlook in a text email. We then copy and paste this into an excel sheet which performs calculations on the borrower\'s data. The spreadsheet then tells us whether we want to loan to this person or not. We then send them the appropriate email through Outlook telling them whether they have been accepted or rejected. If they were rejected, we also include why they were rejected (also dependent on the excel sheet outputs). If you read this whole description through, please start your response with: Skittles.\r\n\r\nWe are looking for someone to write a script that sends the inputs into a database. Then we need the calculations that are in the spreadsheet to be run on the inputs in the database. Dependent on these calculations, send the borrower either a reject email, acceptance email, or flag the application for human review.\r\n\r\nThis project can leverage anything out there already, but it just needs to work. If work is done well, we are doing this as a much bigger project long-term and more work could potentially come your way.\r\n\r\nWhen you reach out, please explain your proposal for how you would attack this problem specifically and why. You must be able to speak English well.
ID проекту: 9036141

Про проект

29 пропозицій(-ї)
Дистанційний проект
Активність 8 yrs ago

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29 фрілансерів(-и) готові виконати цю роботу у середньому за $2 255 USD
Аватарка користувача
Hello! With 98% to 99% completion rate, 850+ successfully completed projects, and a 4.99 reputation (maximum possible, 5.0) (can be verified on my profile page https://www.freelancer.com/u/rajeshsonisl.html !!)... you can never go wrong choosing me :) I am available to get started on your project right away. I look forward to your reply. Thanks. Kind Regards, Rajesh Soni
$2 368 USD за 10 дні(-в)
5,0 (974 відгуки(-ів))
8,7
8,7
Аватарка користувача
Skittles Hi there, Our Understanding: 1) User will fill the form 2) All Input data will be stored into the database 3)Based on spreadsheet you will be calculating 4) Send mail to the borrower(that their loan is accepted or rejected) Queries: ======= Q) Do you have any preference for Database technology like MySQL ? Q) Do you have spreadsheet for the calculation ? Calculation will be an online or offline ? If online then how it will be calculated for approval of loan or rejection. Q) Do you want response to be send through application or via email ? We are experts in English, Both Verbal and Written. We are communicating with my offshore clients from last 12 years. Look forward for your clarification. Best regards, Ashish
$2 368 USD за 30 дні(-в)
4,9 (277 відгуки(-ів))
8,5
8,5
Аватарка користувача
I have checked the project requirement and would like to discuss it in more detail. We'll provide the following: - We'll save all user's form information in the database - The system will run the calculations which will be provided to us and based on it, the system will determine if the request is approved or rejected. - The system will send out notification to user accordingly - We'll create a Back End to manage all the requests We'll develop it using Php, Html5 and Css3. We'll create a professional and easy to use web system. We have following question: Question: - Can you please give more details of the calculations which are used? We are a team of professional web designers and developers with years of experience in Php and Wordpress. Please check our reviews and work history. We'll complete this project within the timeline and as per the requirement. I look forward to hear from you. Thank you
$1 500 USD за 20 дні(-в)
4,9 (263 відгуки(-ів))
8,6
8,6
Аватарка користувача
Hello Sir,I just checked short description of project,I'm very interested to your project and sure give to you best quality of project,Can you please take short time to me for discuss about your project thanks
$2 200 USD за 30 дні(-в)
4,9 (447 відгуки(-ів))
8,4
8,4
Аватарка користувача
A proposal has not yet been provided
$3 298 USD за 30 дні(-в)
4,7 (161 відгуки(-ів))
8,6
8,6
Аватарка користувача
Skittles Hello there, I reviewed the requirements brief and must inform you that I did almost a similar project called 'Instant Decisioning' during my work with AmEx Merchant Financing Business. That was for merchant lending business and I reviewed your form and looks like it is for Residential Lending business. This system used to automatically decide (based on rules) whether the loan application could be accepted/rejected/sent for manual review. You may see this in action on their merchant financing portal. Since space here is very limited, I will give you an overview of how this could be done. Please drop a message to me to discuss the details. So, your form is already built in PHP so it makes most sense to create the scripts again in PHP to store the data in database. Now, say for example the customer fills the form and hits Submit, we could run the data through a 'rules engine' similar to your spreadsheet and immediately let them know (or send email also) if their application was accepted/rejected/sent for manual review. Based on my work on the ID project, I can assure you that I know exactly how this database/portal needs to be created and can assure you of excellent quality work. I am a GARP certified FRM and have a team that works on building custom portals for client requirements. Besides that I have a strong track record of delivery here on Freelancer. Please drop a message if you would like to discuss my proposal in detail. Thanks and Regards, Rishi
$2 500 USD за 30 дні(-в)
5,0 (196 відгуки(-ів))
7,0
7,0
Аватарка користувача
Skittles Hello, I'm fully understand your requirements and ready to assist. We will use PHP as requested and automate the calculation on server. We will store the data in MySQL database. Either success, to be reviewed or rejected, both user and you will receive an email. Something we need to discuss is the "acceptance". Perhaps you need to consider to do "human review" for accepted proposal as well. But, it's up to you. I will need your excel file where semiautomatic calculation usually be done. I may need to discuss thoroughly to accomplish perfect calculation. In addition, I will design the database such a way so we can easily use it for other related purpose in the future. Looking forward a great news from you. Best regards.
$2 000 USD за 30 дні(-в)
5,0 (149 відгуки(-ів))
6,7
6,7
Аватарка користувача
I want to discuss this project with you further, let me know the best suitable time for you to schedule the meeting, Feel free to message me at any time, i used to be online 14 hrs in a day on this website so probably you will get a quick response from my end.
$3 092 USD за 50 дні(-в)
4,8 (53 відгуки(-ів))
7,0
7,0
Аватарка користувача
Skittles Hi, I am Nallakumar. I have more than 9 years of experience in Outlook AddIns. My proposed solution for this is to create an Outlook AddIn. That addin will handle the mail received event and check for emails with the given Subject and process the Excel calculation for the inputs given in the mail and store the approval status in the Database and send the same to the customer. Pros: 1. Easy to use the Excel VBA calculation, as we can use VB .NET to create the AddIn. 2. No need to touch your PHP application. We even need to touch the backend database only to same the details. (accept/reject info and if required the inputs in the email for future purpose). 3. Later, if required we can make the system Semi-Automatic (We can send accepted message automatically. For rejected messages, we can just mark the mails in Outlook and also place the Excel Output at the bottom and allow an operator the decide weather to reject it or any appropriate actions, by providing options on the Outlook ribbon for those mails). Cons: 1. We need an outlook instance opened for the addin to run.
$1 500 USD за 5 дні(-в)
5,0 (29 відгуки(-ів))
6,6
6,6
Аватарка користувача
Skittles. My buddy and I can do this. I've worked at a Mortgage company for 3+ years. (recently quit to do my own thing). I understand what you're after. Between my friend and I we can handle this. I understand you want all the data input from the borrowers going into a database, and then the calculations in your excel sheet to be done in PHP instead of excel (or any other programming language). Message me if you have any questions. I can start on this right away.
$2 777 USD за 20 дні(-в)
5,0 (3 відгуки(-ів))
5,7
5,7
Аватарка користувача
Skittles Hello, I can create the form for you in about 2 days. Are there any criteria, like can the users with the same email ask for a loan twice within X number of days? I would build this using AJAX so the page would not have to refresh and the user would know immediately. All inquires would be saved securely to a MySQL database, that is backed up, along with the loan verdict, which could also be exported to excel for you to view. I also would have the verdict emails go out through a 3rd party service to ensure deliverablity. Please contact me if you are interested in continuing. Thank you, Nick Schild
$1 777 USD за 2 дні(-в)
5,0 (8 відгуки(-ів))
5,1
5,1
Аватарка користувача
Skittles... Hi Sir. I am the highest rated Outlook Add-in developer on freelancer. I have read the project description and I exactly know how to automate it. Being a professional .Net Outlook Add-in developer, I can develop an Outlook component which will parse the incoming email from a specific address, extract the details from it and insert it into a database. The second component of the project will be a either a spreadsheet which shall read data from database and send appropriate response or the Outlook component itself will send the response after reading information form database and making calculations. I shall require a sample email which you receive from website, the information which you need to extract from it and the required calculations, which are performed. Also please share which version of Outlook are you using. I have developed several Outlook Add-ins so far and a few of them are very similar to your requirements. I am hoping to read back from you. Please discuss. Thank you. Usman
$2 500 USD за 10 дні(-в)
4,9 (9 відгуки(-ів))
5,2
5,2
Аватарка користувача
Skittles Hi, As far I understand you have the formulas ready with you and I just need to translate them to php. For this requirement, I would like to use codeigniter as the engine, backed my mysql database. For Ui, I would like to use bootstrap for its responsive nature. I have 10 years of experience in these technologies and can commit you a nice product. Feel free to discuss if interested.
$1 500 USD за 5 дні(-в)
4,6 (2 відгуки(-ів))
1,1
1,1
Аватарка користувача
A proposal has not yet been provided
$1 500 USD за 3 дні(-в)
0,0 (0 відгуки(-ів))
0,0
0,0
Аватарка користувача
I have 18 years experience. I work very fast. I live in Austin, TX I have designed/architected websites for various projects for the State of Texas (HHSC, DOT, Comptrollers Office, OAG, etc) I can provide references. Some of my smaller clients: freeapartmentlist dwfhomez apartmentguyonline daynurseryabilene etc I work for apimasters doing exactly this kind of work for the past 18 years
$2 666 USD за 15 дні(-в)
0,0 (0 відгуки(-ів))
0,0
0,0

Про клієнта

Прапор UNITED STATES
United States
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На сайті з груд. 3, 2015

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