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I have a WordPress-based site for Mortgage Brokerage. I need to build a new 5-6 page module that will allow authenticated users to view their current mortgage applications in progress. This will require a "client view", "agent view" and an "admin view". In "admin view" I should be able to select one of the current applications. Each Application may contain 50-70 data elements updated by Customer, Agent or Admin. My requirements and Technical Specs are 95% complete. I will send a copy of the TS to the short list of selected vendors.
In general: The new module will recognize the user from WordPress authentication. The new module will allow user to submit new mortgage application. This will create new user record in WP and also create new Customer and new Application record in the new system. The Client is allowed to open Application page and review list of outstanding items: information to enter or documents to be uploaded. Agent or Admin will review the updates to the Applications an...
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