A branded intake portal for both new loan programs, built on Firebase and ready before the July launch.
Today an application means a Microsoft form that drops answers into a spreadsheet in someone's OneDrive. No database. No document handling. No way to tell one program's applicants from another.
CPRG Zero Emission Vehicles needs a two-stage flow: qualify, upload, get approved, then finish a full application. Prime Accelerator needs its own single-stage application. Different programs, different customers, one portal.
Your lending team needs all of it in one place, secured, and ready to work. That's the build.
Both programs in one Phase 1, billed against actual hours each month to a $7K to $8.5K range. The data layer you described, your internal tracker and underwriting reuse, is a clean Phase 2 once your templates are set. A self-serve form builder is a $10K to $12K option.
All engineering hours, no separate design line. We scaffold both forms straight from your specs, so the build moves fast.
A multi-page qualification form with document upload. Once your team approves, a secure link brings the applicant back to a full application that already knows them.
A single-stage application on its own page, same branded portal, same admin. Different program, different customers, no pre-app.
An optional landing page routes applicants to the right form, each on its own branded URL under your subdomain.
Your team signs in with Google or Outlook. One submissions table across both programs, filterable by program, with entry detail and one-click CSV export.
Database, sign-in, file storage, and save-and-resume on the same cloud as your site, with sensitive data secured. Email alerts when something new lands.
Every submission is stored clean, so the internal tracker and the underwriting and term-sheet reuse you described drop in as Phase 2 without rework.
Separate Microsoft forms for each program drop answers into spreadsheets in someone's OneDrive. Tax documents with SSNs ride through email. Nobody can tell CPRG from Prime at a glance.
"It's not being automated at all, so we're not really using it to the fullest."
A real database, secured uploads, one admin table filterable by program with one-click export and instant alerts, and a return link that brings approved CPRG applicants back to a form that already knows them.
"We think this is the right approach for the company."
"We just want our lending team to be able to get this information electronically, work with it, and ask for more information in a secure manner."
Phase 1 is both programs, CPRG ZEV and Prime Accelerator, in one branded portal, live within about 3 weeks of kickoff and aimed at your early-July launch. Working range is $7K to $8.5K, time and materials billed monthly. The internal tracker and underwriting reuse come right after as Phase 2. Once you've squared the CIG paperwork, reply and we'll lock the start date.
Brian Hammond
VP of Sales, FYC Labs
bhammond@fyclabs.com
fyclabs.com