Client Onboarding Portal Developer

Posted 4 weeks ago

Only freelancers located in the U.S. may apply.U.S. located freelancers only

Summary

Professional Auto Appraisals is seeking an experienced full-stack developer to add a customer onboarding portal to our existing appraisal management application. Important: We already have a working claim management/tracking system. We are not looking for a new CRM, dashboard, or claim management platform. This project is to extend our existing application and automate the client onboarding process. Developer must be comfortable reviewing and modifying an existing codebase. This is not a greenfield project. The selected developer will be extending an existing appraisal management application and integrating new functionality into the current architecture. Project Goal Create a customer-facing portal that allows a client to: * Submit claim information * Upload documents * Complete required agreements * Sign documents through DocuSign * Pay online * Automatically create a claim in our existing application after onboarding is complete Required Workflow Step 1 - Customer Intake Customer completes an online intake form from our website. The form should collect: * Name * Email * Phone number * Address * Insurance carrier * Claim number * Adjuster information * Vehicle year, make, and model * VIN * Mileage * Settlement offer amount * Lienholder information * GAP coverage information * Vehicle photos * Insurance valuation report * Supporting claim documents Step 2 - Document Generation The intake information should automatically populate our existing document templates: * Appraisal Agreement * Letter of Authorization * Right to Appraisal Request (if applicable) Step 3 - Embedded DocuSign Signing We already have a DocuSign account. Requirements: * Use the DocuSign API * Use embedded signing directly within the website/application * Auto-populate templates with intake information * Obtain signatures on the Appraisal Agreement and Letter of Authorization * Return completed documents to the application Step 4 - Online Payment After signing is complete, the customer should pay online. Requirements: * Stripe integration preferred * Payment confirmation stored in the application * Failed payment handling * Receipt generation Step 5 - Claim Creation A claim should only be created in the production claim tracker after: * Required documents have been signed * Payment has been successfully received Once those conditions are met, the system should: * Create a new claim record in the existing application * Attach all intake information * Attach uploaded files * Attach signed PDFs * Set initial status to: "New Intake - Paid" Optional Lead Tracking Prior to payment, the system may maintain a temporary lead record for incomplete or abandoned submissions. These records should not appear as active claims in the production claim tracker. File Storage The system should: * Store uploaded files securely * Store signed PDFs * Associate all files with the claim record * Google Drive integration is preferred if practical with the existing application architecture Technical Requirements Experience with: * Existing application integrations * React * Node.js * Replit deployments * PostgreSQL or similar databases * DocuSign API * Embedded DocuSign signing * Stripe integration * Webhooks * Secure file uploads * Google Drive API * Mobile-responsive interfaces Deliverables * Customer intake portal * Document automation * DocuSign integration * Payment integration * Automatic claim creation * File upload and storage * Status automation * Documentation for future maintenance When applying, please provide examples of: * DocuSign API projects * Embedded signing implementations * Stripe integrations * Workflow automation projects * Applications integrated into existing systems rather than built from scratch The ideal developer understands API integrations, workflow automation, and extending an existing application without replacing current functionality. The ideal candidate is someone who's built: SaaS applications Customer portals Payment workflows E-signature integrations Not someone whose experience is primarily brochure websites or WordPress sites.

  • $3,000.00

    Fixed-price
  • Intermediate
    Experience Level
  • Remote Job
  • Ongoing project
    Project Type
Skills and Expertise
Mandatory skills
PHP
TypeScript
Web Development
Nice-to-have skills
HTML5
JavaScript
Activity on this job
  • Proposals:20 to 50
  • Last viewed by client:2 weeks ago
  • Hires:
    1
  • Interviewing:
    3
  • Invites sent:
    0
  • Unanswered invites:
    0
About the client
Member since Feb 14, 2022
  • USA
    Cataula11:18 AM
  • $4.5K total spent
    6 hires, 0 active
  • 19 hours

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