I need six databases: Agent Info, Property Info, Processor Info, Escrow Info, Bank Info, Upload Documents. Excel spread sheet is supplied for the categories in each database. There are three levels of access: • Administrator - Full Access to all data, secure login • Processor – Access to bank info, Escrow info and all files assigned to them, can add and change data, add “Private Notes” to each file, and “Property Notes” that agents can see, email to agent which is recorded in database, secure log in. • Agent – Access to data that they have uploaded to their files as well as access to files that have been uploaded by processor to their files, notes to processor, they need secure login I also need a “To Do List” associated with dates and or timeline for each file for the Processor. Processors need to be able to take file data and merge it into letters that can be modified by the Processor. This may be done outside of the system if need be but would love to have it part of the database package. These files would then be converted to PDF files and merged with other uploaded documents. I would also like to have custom forms for the data entry on the website. I don't like the basic ones for ZOHO. Developer needs to speak english very well. This is a beginning and explains the basic outline of the project. I need all this intagrated into a website.
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