Custom Loan CRM Development

I need a full-stack developer to build a mobile-friendly Loan Consultancy CRM that streamlines my day-to-day workflow. The very first things the system must master are managing leads and follow-ups, handling applications with all related documents and bank submissions, and tracking disbursements, commissions and performance reports.

Access control is straightforward: I should have full administrative visibility while each agent sees and works only on the leads assigned to them. Documents will be gathered by the agents, who will then upload them through a secure interface; no direct customer uploads are required for the initial release.

Beyond those core rules, the platform should offer: a clean admin dashboard, separate logins for every employee or agent, dedicated pipelines for personal, home, business and car loans, bank/NBFC-wise case folders, automated agent code recognition for commission calculations, lead assignment tools with follow-up reminders, and real-time disbursement status. Secure storage, role-based authentication, robust database design, and the ability to integrate with future APIs are essential.

Please outline your proposed tech stack, timeline, and a milestone-based fixed price that keeps the solution affordable yet reliable. I will review code quality, security approach for document handling, and clarity of each deliverable before releasing payments. Looking forward to your best offer.