I am looking to build out a CRM or integrate with my current CRM.
I want to send out market reports to home owners on a monthly bases automatically. This must be simple to use. The program will need to pull data from an outside source to figure out the value you of the property, how much of a loan they have and how much equity. That data will need to automatically my in a report that is sent to the homeowner and also on their portal.
With that I want the home owner to be able to log into their own homeowner portal. In this portal it will tell them what there house is worth and how much equity they have. The portal will also have suggested vendors and the homeowner will be able to haveb a place to load documents. This portal must be able to be customizable on the backend so I can add additional data int the future.
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