Clien Prospect Mgt System

This will be a web based client management system in conjunction with a Real Estate company. The client will be able to view two properties then be required to register as prospects on the website. the Prospects will be assigned to Real Estate Agents and later loan officers and title company officers. Tasks will be assigned and email sent out daily with over due tasks and tasks due today. Prospects will have property criteria they wish to view and nightly lists of properties will be emailed to them from the multiple listing system. Transactions completed will be recorded for client history. and clients will be moved to a post sale category and get email such as newsletters instead of properties email to them Real estate agents, Loan officers, title company officers will all be agents with different levels of access no administrator or administrative assistants will have a limited view of the client base limited to the clients and task assigned to them. Administrators will be able to view all clients and task. Agenst will be able to build groups of tasks to be added for various changes in client status. The will be some future data conversion possibilites as new agents are brought on board. Some programing has been started using Dreamweaver with database and server behaviors. I would like to see the use of that for continued programing. Nightly scripts have not been started and these will be implemented as cronjobs. The key is to be simple and straight forward for the agents and for futures enhancements.