Mortgage Processing Portal Development

via Freelancer ·

Budget / Salary₹12,500–37,500
TypeFreelance project
LocationRemote
Posted1 hour ago
I need a full-stack web application that lets mortgage agents guide their customers through every stage of a loan, end-to-end, inside a single, secure portal. The heart of the system is streamlined application processing, but I also want all supporting tasks—from document intake to final proposal—handled in one place.

Key workflow
• Agents launch a new file, capture borrower data through dynamic forms, and track progress on a visual timeline of standard mortgage steps.
• Borrowers upload required documents to a central document centre; agents can request, flag, and approve items right there.
• When the file is complete, the system must assemble the package automatically and submit it to selected banks via email (SMTP or API) with templated cover notes.
• Integrated e-signature lets clients sign their application and any disclosures digitally, no downloads or third-party pop-ups.
• With a single click, agents generate a polished proposal that pulls rates and product info from our database and merges it with client data.

Responsive design is a must—the same codebase should serve both desktop and mobile without sacrificing functionality.

Tech freedom
I’m open to your preferred stack, provided the UI feels modern and loads fast. If you leverage frameworks such as React, Angular, or Vue on the front end and Node.js, Django, or Laravel on the back, please mention it. Security, audit logging, and GDPR-style data handling are essential.

What I’d like to see from you
Submit links or screenshots of past work that prove you have built comparable workflow or document-heavy apps. A short note on how you would tackle e-signatures and bank submissions will help me understand your approach.

Deliverables
• Complete source code in a private repo
• Deployed staging instance for review
• Brief hand-off documentation and a recorded walkthrough

I look forward to seeing how you can bring this portal to life.
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