Mortgage Broking Services

I have a small team of mortgage brokers, about 10 and at any point in time we have approximately 100-300 files on hand. I am having concerns about what I can do with Atlassian and I would really like some help. What I am looking for:

 

Login

Display a standard dashboard screen

left handle column have a list of all my brokers. If I click on one of these brokers, it will direct me to a seperate page.

On this seperate page, there will be a list of all deals that the broker currently has and a quick view on the right that indicates where the project is up to in a tracking graph. Example, there are say 10 acts to complete to complete the file and they are always in order. So the tracking graph will file up as each job is complete.

If I click on this deal it will take me to a more detailed version of this, where I can add documents, and notes and check boxes that I can tick to make sure the deal is progressing.

 

I understand thi may sound very difficult to do, but is it possible?

 

Thank you. 

1 answer

0 votes

This sounds like you could use JIRA.

If you set it up such that each "deal" you have is an issue, then you can do most of this straight away.  On login, users go to a dashboard (although they can select other places to default to, a dashboard is still the answer).  On the dashboard, you can add a simple "gadget" that displays data from a saved search.  I'd use a search for "all open deals" and a "filter statistics" gadget set up to show assignee.  That will give you a bar-chart display of numbers of deals assigned to each broker.  It's clickable, to take you to the list for each person, and then down into each deal.

The graph is a little more difficult - I'm not quite sure what you are looking for, so I can't translate it into JIRA config.  But there are a lot of JIRA gadgets which might help with it.

Yeah, it sounds like Jira with workflow defined for each of the steps of the deal.  

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