Salesforce-Native Lending CRM Build (MCA/ISO) — Senior dev/agency, fixed-price
Worldwide
We're an ISO (merchant cash advance / business funding) building a Salesforce-native lending CRM that takes a deal from online application - document collection - underwriting support - lender matching & submission - offer capture - funding - commission tracking - renewals. The full scope is in the attached PDF. This is a focused, well-specified build and know how this needs to be built, and reference designs will be shared privately with the selected developer. We need a team who built a lending platform on Salesforce before and will not *attempt* a project on our budget. Core Build: 1. Intelligent lender matching engine (credit-box rules across a 20+ lender network) 2. Native lender submission & offer management 3. Commission engine (rep / ISO / referral / residual splits) 4. Line of Credit management (draws, balances, per-draw commission) 5. Renewal automation (paid-in-% triggers) 6. Integrations: JotForm intake, Heron bank-statement parsing, DocuSign, Apollo, dialer/SMS (CTI) - Kixie Dialer 7. Sales Cloud (leads, pipeline, activities, multi-channel comm.) + dashboards 8. Per-deal document collection wired to existing JotForm forms To make things very crystal clear: I need to see proof of the salesforce certs from the people doing the work. Provide me the actual trailblazer profile links and not pdfs.
$7,000.00
Fixed-price- ExpertExperience Level
- Remote Job
- Complex projectProject Type
Skills and Expertise
Activity on this job
- Proposals:50+
- Last viewed by client:2 weeks ago
- Interviewing:12
- Invites sent:1
- Unanswered invites:0
About the client
- CANThornhill12:45 AM
- 1 hire, 0 active
- Finance & AccountingIndividual client
Explore similar jobs on Upwork
How it works
Create your free profileHighlight your skills and experience, show your portfolio, and set your ideal pay rate.
Work the way you wantApply for jobs, create easy-to-by projects, or access exclusive opportunities that come to you.
Get paid securelyFrom contract to payment, we help you work safely and get paid securely.
About Upwork
- 4.9/5(Average rating of clients by professionals)
- G2 2021#1 freelance platform
- 49,000+Signed contract every week
- $2.3BFreelancers earned on Upwork in 2020
Find the best freelance jobs
Growing your career is as easy as creating a free profile and finding work like this that fits your skills.
Trusted by