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Excel File Tracker to track customer home loan applications though the different stages - repost

$30-250 AUD

Completed
Posted about 11 years ago

$30-250 AUD

Paid on delivery
Track customer home loan applications though the different stages The goal is to have a easy to use and display file that give you updated information at a glance without heaps of information which is hard to read, and make tracking customers loans easy for us and customer. Customer details data will be entered manually by hand. Different types of loans have different approximate completition times. (we will provide the amount of weeks needed) e.g. when I update the type of loan of the application on the excel sheet It should on the main sheet display automatically: an approx completion date for the loan in the customer details It should also list the required documents required for the customer to provide (this info will be give to u) in the customer details or provide the correct link to a pdf file depending on the loan type. Example Customer details: Should have: Full Name, App #, comments field, progress updatable field, radio buttons to select different products sold to the customer, type of loan, appointment time for sign up etc...full details will be provided for all fields required for successfull bidder The excel file needs to have an easy to use display (not standard excel) GUI which makes updating status, detail, commenting easy, to allow to see on main sheet everything in a easy to read format per customer. Should also have a prinable page with a snap shot of all customers general info sheet. The sheet needs to have the abilty to store and track large amounts of customer applications. If you are an expert in excel and have examples of your work and the ability to realistically create what im looking for with the display I require please BID.
Project ID: 4247782

About the project

15 proposals
Remote project
Active 11 yrs ago

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Hi, I am sure I can make the application works as you could imagine. I am a "all the time" 5 stars awarded freelancer and have never failed even for a single project. Feel free to check my profile page.
$150 AUD in 3 days
5.0 (184 reviews)
6.5
6.5
15 freelancers are bidding on average $180 AUD for this job
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Having a team of Professionals. We provide high quality work with accuracy.
$50 AUD in 2 days
4.9 (206 reviews)
6.4
6.4
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Hi I would like to apply for the job posted by you. Rgds Rohit
$150 AUD in 7 days
4.9 (114 reviews)
6.5
6.5
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Excel Whiz here ;) I already have a design in my mind for you. Please see PMB
$300 AUD in 5 days
4.9 (149 reviews)
6.5
6.5
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Hi I am an avid excel user and macro programmer. If you check my profile, you will find that I have 100% delivery and 5.0 feedback record which is because of my steadfast resolution to only deliver best solutions and nothing else. Important : Pls see PMB.
$100 AUD in 10 days
4.9 (24 reviews)
5.5
5.5
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Dear newconnect, I am able to perform that job. Please have a look on what I did before. Kind regards
$250 AUD in 8 days
4.9 (30 reviews)
5.4
5.4
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Dear Sir, I am interested in your project. Please check message.
$150 AUD in 6 days
4.8 (4 reviews)
5.4
5.4
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Please see PM
$400 AUD in 7 days
5.0 (11 reviews)
5.1
5.1
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I have developed many custom Excel applications and have excellent ratings.
$200 AUD in 10 days
5.0 (9 reviews)
4.2
4.2
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Ready to initiate the project straight away. I shall provide accuracy and quality of work. I have done similar type of project recently for a hotel. if you want i can provide you demo.
$240 AUD in 15 days
5.0 (27 reviews)
4.3
4.3
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we are excel vba expert
$200 AUD in 10 days
4.9 (15 reviews)
3.8
3.8
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I am experience in my exam & skills. Please see PMB.
$30 AUD in 7 days
0.0 (1 review)
0.0
0.0
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I Have Plenty of Experience With office Automation, Form Building and The office Suite
$250 AUD in 8 days
0.0 (0 reviews)
0.0
0.0
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Im ready for this jon, let me finish your job. thank you
$50 AUD in 5 days
0.0 (0 reviews)
0.0
0.0
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I have high level experience with this kind of projects, and I'm sure that at the end you will be pleased about my work. You can also check my profile.
$180 AUD in 5 days
0.0 (0 reviews)
0.0
0.0

About the client

Flag of AUSTRALIA
Hoppers Crossing, Australia
5.0
11
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Member since Jun 8, 2012

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