Automated MCA Underwriting CRM Build

via Freelancer ·

Budget / Salary$10,000–20,000
TypeFreelance project
LocationRemote
Posted52 minutes ago
I need a purpose-built CRM that streamlines the entire Merchant Cash Advance underwriting flow. The core of the project is true underwriting automation: the system must pull applicant data, run real-time risk assessment, verify uploaded documents for authenticity, and calculate credit scores that fit MCA criteria.

Deliverables
• Fully functional web CRM with underwriting automation modules (risk assessment, document verification, credit scoring)
• Live integrations to agreed third-party data providers with fallback handling for API downtime
• Source code and technical documentation covering architecture, data flow, and deployment steps
• Brief onboarding guide for underwriters and an admin panel walkthrough
• Post-launch support to fix critical defects detected in the first 30 days

Acceptance criteria
1. An uploaded application reaches an underwriting decision in one click, completing all three automation steps.
2. Each automated decision logs the raw data, rules triggered, and final score for audit review.
3. Switching any data provider requires no code changes beyond the integration layer.
4. System withstands a simulated 50 concurrent application load without noticeable delay (
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