database software - debt settlement software
$250-750 CAD
Pagado a la entrega
Multiple client sorting and search options
Creates a file number for each consumer file
Input customer name, address, phone numbers(home, cell, work)email address, place of employment, social insurance, banking info, spouses info, etc......
Search by name, address, phone number, email, date added, SS#, etc
Partial name search
Filter leads only, clients only, clients and leads assigned to you only
Find clients by simply typing their name or phone number in the client list
monthly expenses (input consumer monthly payments such as rent/mortgage, car payments, credit card balance, home equity, groceries, cell phone, tv, equity home, value, spouses info, etc..... )
Electronic Bill Payments
Full featured built in Task Manager
Create tasks for clients/creditors/events
Open Client Account directly from task
Multiple Calendar Views (day, week, month)
Full featured reminders with custom snooze/dismiss options
Reminders popup even if you are working in another application
Reoccurring tasks with fully customizable schedules
Marks tasks in different colors
Permissions to view other employee's calendars and add tasks to other employees
Enter banks info and collection agencies info address book(address, phone numbers, email address)
Interactive Client Enrollment
Instantly calculate accurate client quote based on creditors' minimum payment requirements
Software generates comparison calculations with graphs showing time and money savings
Compare Debt Settlement(Global Debt Freedom) vs Debt Consolidation and Pay of Your Own quotes
Quote, calculations and graphs can be e-mailed or faxed to the client directly from the software
Compare and use 11 various debt consolidation payoff strategies for best results
Generate Amortization schedule for 6 months,12 months, 24 months, 36 months, 48 months, 60 months
Generate Amortization schedules for "with" and "without" scenarios for 1 or all credit cards
"What if" calculations: estimate monthly payment based on target term to become debt free
Automatically generate proposals to the creditors. Schedule dates when proposals need to be sent
Input how much money consumer has put in trust account
in the file attached you can see some examples
IF POSSIBLE THE LIST BELOW AS WELL IF NOT MOST IMPORTANT IS ABOVE
Accounting Module
Automatic Disbursements
Automatic Fairshare calculation and billing/withdrawal
Print disbursement checks directly from software. Ability to print consolidated checks
Extra funds distributed automatically based on selected payoff strategy
Export accounting transactions to Quick Books
Nº del proyecto: #1175472
Sobre el proyecto
9 freelancers están ofertando un promedio de $1742 por este trabajo
Hello, I am a project manager of a IT company. We are interested to work with you in this project.
please check pmb. We have study all modules of your project. please re-consider your budget.
Hi, I have been working as a web professional on PHP/MySQL/AJAX for 8 years. Please checkout your PMB to learn about my offers, portfolio, etc. Thanks.
Hello, We are having experience developer myself having 9 years of working experience in the following technolgies ie. ASP.NET,CSHARP,VB.NET,CLASSIC ASP,PHP,FOXPRO,MS SQL,MYSQL, MS ACCESS, AJAX,JQUERY,WCF,SILVERLIGH Más
I have experience in development package as ERP, CRM, HCM... I can do this, need more details your project...