Contact person: Business Client

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Location: West Orange, United States

Budget: Recommended by industry experts

Time to start: As soon as possible

Project description:
"I need assistance completing the integration and functionality of a partially developed CRM dialer. The following tasks are required:

- Adding an electronic signature feature to send applications electronically.
- Integrating ACH functionality for direct bank transfers.
- Implementing a feature for users to log into their bank accounts and send bank statements (similar to Decision Logic or Plaid).
- Connecting the application slot in the CRM where all applications are received.
- Finalizing back-office connections, including lead generation with IP tracking, buying triggers/info, automated workflows, and grant processing.
- Ensuring integration of existing VOIP and environment setup.

The dialer is already partially complete, with VOIP connected and most of the environment set up. This project requires confidentiality due to sensitive information involved." (client-provided description)