E-Commerce Lead Management System

The Lead Exchange application has 5 primary components: • Lead Collection • Lead Pricing • Lead Filtering • Lead Delivery • Lead Billing Create a password protected control panel for entering and managing leads (lead collection). Within the password protected area, add a form for setting up pricing. An e-commerce or online "store" will be built for "filtering and billing." Filtering is how customers can sort the leads they are buying. A password protected customer log-in area will be built so customers can "log-in" and view the leads/orders they've paid for. ## Deliverables Lead Collection Lead collection is the process of adding “raw?? lead data into our lead exchange. There will be two primary mechanisms for lead collection: • Data Entry ??" A manual form presented to an administrative based user allowing them to enter specific lead data points. • Bulk Upload ??" A form allowing a user to upload a single file containing many leads into the system. This file may be CSV, TXT, XLS. We will work with our lead provider to define the spec for the upload file. • OnLine Post ??" An on-line URL allowing sophisticated lead providers to send data directly over the web via HTTP Post. We will work with our lead provider to define the spec for this page. Lead Delivery Lead delivery is the process by which the exchange delivers lead information to the purchasers of that information. We envision 3 primary mechanisms for lead delivery: • Auto Delivery ??" A means of delivering leads to a purchaser who requests leads be delivered automatically (no shopping). Leads can be delivered in a bulk format (more than one lead at a time) or could be delivered in near real time. Auto delivery can be used for standing orders (e.g. I would like 10 leads/day that meet my criteria) as well as for one time orders (I would like 100 leads, delivered 10/day… or delivered all at once). Auto Leads are delivered via “Open Orders?? in the system. • Manual Selection ??" The ability for a lead purchaser to manually review the current unpurchased inventory of leads and purchase the leads that they are interested in. These purchasers would get the data delivered to them immediately upon payment. Lead Filtering Lead filtering is the mechanism by which lenders can identify the specific types of leads they want to purchase. Lead filtering is necessary for all types of lead delivery. A lender should be able to develop as many different lead searches that they want. Lenders purchasing manual selection leads should be able to create “saved?? searches so they can easily search leads. Auto delivery lenders should be able to identify multiple “orders?? by which they receive leads and have the ability to turn add or delete orders. Lead Pricing When a lead is entered into the database through a collection method, it should be run through a formula to determine the price or price bucket. In addition to preliminary pricing (Starting Price) we should be able to identify what the timeframe is for degradation of a leads, the number of steps of degradation, and the percentage price drop per step. For Example, if a lead comes in and is identified as a Platinum lead it is priced at $100. The system might be configured to give platinum leads 3 levels or degradation. Level 1 kicks in after 24 hours, level 2 begins 48 hours after that and level 3 begins 72 hours after that. Level 1 results in a 10% discount off the starting price, level 2 a 20% discount off the starting price and level 3 a 50% discount off the starting price. Pricing is based on a simple formula based on two to 4 data fields. Lead Billing Lead billing is the means by which we invoice and are paid for leads by our customers. We anticipate 3 means of billings each of which requires a lead credit mechanism. Advance Credit Card ??" A Credit card is entered and a credit is provided against lead purchases. When the credit runs out, the credit card must be entered again. We'll use [login to view URL] as payment gateway. Real Time Credit Card ??" Leads are purchased in real time through manual selection using a shopping cart. Advance PO ??" Leads are purchased via a Purchase Order in advance and when the credit runs out, the account must be replenished with another check/PO Credit PO ??" Leads are purchased with a purchase order POST lead delivery. Reserved for 1st tier clients. PO’s will simply require an admin function to enter a “credit?? amount under a customer account without the need for credit card processing. Other Functions “Free State Search?? ??" See what is available in your area…. Capture State and Email address, show sample leads Appendix - Anticipated Lead Exchange Required Fields Borrower First Name Borrower Last Name Borrower Address1 Borrower Address1 Borrower City Borrower State Borrower Zip Borrower Home Value Borrower Phone 1 Borrower Phone 2 Borrower Email 1st Mortgage Balance 2nd Mortgage Balance Other Mortgage Balance Borrower Date of Bir Co-Borrower First Name Co-Borrower Last Name Co-Borrower Date of Birth Estimated Property Value Requestor First Name Requestor Last Name Requestor Address1 Requestor Address1 Requestor City Requestor State Requestor Zip Requestor Home Value Requestor Phone 1 Requestor Phone 2 Requestor Email Self Credit Assessment Desired Loan Amount Current Rate LoanType Bankruptcy Discharge LeadProvider LeadProviderID LeadType 1) Complete and fully-functional working program(s) in executable form as well as complete source code of all work done. 2) Deliverables must be up-and-running on our testing server. Condition, as follows (depending on the nature of the deliverables): a) For web sites or other server-side deliverables intended to only ever exist in one place in the Buyer's environment--Deliverables must be installed by the Seller in ready-to-run condition in the Buyer's environment. b) For all others including desktop software or software the buyer intends to distribute: A software installation package that will install the software in ready-to-run condition on the platform(s) specified in this bid request. 3) All deliverables will be considered "work made for hire" under U.S. Copyright law. Buyer will receive exclusive and complete copyrights to all work purchased. (No GPL, GNU, 3rd party components, etc. unless all copyright ramifications are explained AND AGREED TO by the buyer on the site per the coder's Seller Legal Agreement). ## Platform Programming, Server and DB Windows environment. Use ASP, .net, C#, javascript, MS SQL for database