Finance Broker SaaS Platform

@webbookstudio

Hi there, We understand you're building a comprehensive SaaS platform for finance brokers, requiring a secure account system, multi-tenant admin, lead import, lender integration, payment layer, and more, all within a modern, scalable tech stack. Our team at Webbook Studio has experience with similar projects, such as developing a learning platform website with PHP, WordPress, and custom design, and creating a music voting mobile app using React Native and Node.js. We're confident in our ability to deliver a secure, efficient, and user-friendly platform. We'll provide a production-ready web app, iOS and Android builds, database schema, and cloud infrastructure scripts, ensuring clean, documented code and a smooth handover process. One question: Have you considered any specific cloud environment for deployment, such as AWS or Google Cloud, and do you have preferences for the CI/CD pipeline tools? Feel free to message us to discuss the details! — Webbook Studio

@tangramua

Dear ,   We carefully studied the description of your project and we can confirm that we understand your needs and are also interested in your project. Our team has the necessary resources to start your project as soon as possible and complete it in a very short time.   We are 25 years in this business and our technical specialists have strong experience in PHP, Mobile App Development, Software Architecture, MySQL, HTML, Stripe, Web Development, API Development, SaaS and other technologies relevant to your project.   Please, review our profile https://www.freelancer.com/u/tangramua where you can find detailed information about our company, our portfolio, and the client's recent reviews.   Please contact us via Freelancer Chat to discuss your project in details.    Best regards, Sales department Tangram Canada Inc.     

@kamran2012

This looks like a great fit, I will deliver the broker SaaS platform — multi-tenant dashboards, lead and lender API integrations, subscription billing, and companion mobile app — sharing a single codebase via React + React Native with a Node backend. For multi-tenancy, I will isolate broker data at the row level with tenant-scoped JWTs rather than separate schemas — this keeps queries fast and onboarding instant while staying secure at scale. Questions: 1) Which payment processor do you prefer for subscriptions — Stripe, or another? 2) Is the external lead API REST or webhook-based? Ready to start whenever you are. Kamran

@rahuliitm69

Hi there, I have worked on finance-related platforms and SaaS products involving CRM management, payment integrations, reporting dashboards, user roles, and third-party API integrations. Although I have not delivered exactly what you are looking for in a single platform, I have built similar modules separately, including lead management systems, subscription-based SaaS platforms, broker-style CRM workflows, and API-driven applications. So I can create your broker platform where brokers can manage leads, track customer interactions, connect with lender APIs, handle subscriptions, and monitor performance from a centralized dashboard. As the platform is intended for multiple brokers, I would suggest a multi-tenant architecture from the beginning so each broker operates independently while keeping the platform scalable and easy to maintain as the number of users grows. I would also request to connect once the lead API and lender API documentation are available so I can review the integration scope and suggest the most practical development roadmap. Thanks, Rahul A.

@corpmember29

**I HAVE SUCCESSFULLY DELIVERED SIMILAR MULTI-TENANT SaaS PLATFORMS WITH CRM, API INTEGRATIONS, SECURE AUTHENTICATION, AND SUBSCRIPTION BILLING — BUILT FOR SCALE, COMPLIANCE, AND BUSINESS GROWTH.** Your finance broker SaaS platform aligns perfectly with my expertise in building secure, cloud-based business applications. I can develop a fully responsive web and mobile solution with a scalable architecture, clean codebase, and seamless third-party integrations. **Core Features Included:** • Secure user registration, login, and Two-Factor Authentication (2FA) • Multi-tenant architecture with Super Admin and Broker Dashboards • CRM management supporting up to 50 active client profiles per broker • Real-time Lead API integration and automated lead synchronization • Lender API integration for rates, products, and status updates • Subscription billing with recurring plans, setup fees, card and bank payments • Activity timeline, notes, compliance tracking, and audit logs • Reporting dashboard for leads, conversions, and revenue analytics • Responsive Web App + iOS/Android Mobile App from a unified codebase • Cloud deployment, CI/CD pipeline, containerized infrastructure, and API documentation **User Roles:** • Super Admin • Broker/Admin • End User/Client (where applicable) I look forward to discussing the architecture, timeline, and milestones in detail.

@extreamcode

Hi, Having been in the tech industry for over 15 years, I have successfully delivered projects similar to yours on different scales. I have built custom websites and web apps, developed API integrations, created scalable solutions, and worked intensively with secure auth and payment gateways in previous SaaS products. My extensive skills in React/Flutter and Node will be an invaluable asset for the core modules of your platform. Moreover, I am well-versed in working with third-party APIs, ensuring smooth integration with external systems. Your project's tech expectations align perfectly with my expertise. I have hands-on experience deploying modern stacks on cloud environments with CI/CD and containerization for optimal portability. My code meets industry standards; it is always clean, documented, and version controlled using Git. I prioritize UX/UI design based on prototypes to ensure user friendliness while maintaining functionality. Not only can you expect meticulous coding from me but also comprehensive post-launch support and documentation. This includes providing an admin guide and a user guide for easy handling of the platform. My 30-day guarantee serves as evidence to my commitment towards client satisfaction as I continue to provide full support after project completion. Choose me and let's turn this idea into a successful reality together. Thanks!

@ZohaibRoy

⭐⭐⭐⭐⭐ Build Your SaaS Solution for Independent Finance Brokers ❇️ Hi My Friend, I hope you're doing well. I've reviewed your project requirements and I see you are looking for a SaaS solution for finance brokers. You don't need to look any further; Zohaib is here to help you! My team has successfully completed 50+ similar projects in SaaS development. I will create a secure platform that includes all core modules and integrates necessary APIs, ensuring everything runs smoothly within your budget. ➡️ Why Me? I can easily build your SaaS solution as I have 5 years of experience in web and mobile app development, specializing in secure authentication, payment gateways, and API integrations. I also have a strong grip on modern tech stacks like React, Node, and Flutter, which will help me deliver a high-quality product. ➡️ Let's have a quick chat to discuss your project in detail. I can show you samples of my previous work that demonstrate my expertise in building SaaS applications. Looking forward to our discussion! ➡️ Skills & Experience: ✅ SaaS Development ✅ Secure Authentication ✅ API Integration ✅ Payment Gateway Setup ✅ Multi-Tenant Architecture ✅ UX/UI Design ✅ Database Management ✅ Real-time Data Processing ✅ Cloud Deployment ✅ CI/CD Implementation ✅ Mobile App Development ✅ Documentation and Support Waiting for your response! Best Regards, Zohaib

@neerajdhameliya

Hello, This is the kind of SaaS project where getting the architecture right upfront saves months of rework later. I'd recommend a multi-tenant architecture with React/Flutter, FastAPI, PostgreSQL, Docker, and cloud-based CI/CD. For finance workflows, I'd also implement audit trails, role-based access control, 2FA, webhook-driven API syncs, and event logging to support compliance and future scaling. I can deliver the complete lifecycle: UX/UI prototypes, lead & lender API integrations, subscription billing, broker/admin dashboards, reporting, automated testing, deployment scripts, and post-launch support. Question: Will each broker have isolated tenant data, or will some client records need to be shared across broker accounts? Best, Niral

@joomextensions

Hi, I've built SaaS platforms with secure auth, multi-tenant dashboards, third-party API integrations, and subscription billing — this project aligns well with my experience. My proposed stack: Flutter (mobile) + React (web) sharing a Node.js/Laravel backend, with PostgreSQL, deployed on AWS with Docker and CI/CD. I'll implement 2FA auth, super-admin + broker dashboards (up to 50 CRM profiles each), real-time lead API integration, lender API sync, Stripe subscription billing (one-off + recurring), activity timeline, and reporting. UX/UI prototypes first, then phased development. Do you have sandbox credentials for the lead and lender APIs ready, and is Stripe your preferred payment provider? Regards, Harsh Thoriya

@point2solutions

# Finance Broker SaaS Platform Development Hi, I can design and develop a secure, multi-tenant SaaS platform for finance brokers with web and mobile applications powered by a single scalable backend. The solution will streamline lead management, lender integrations, compliance tracking, subscription billing, and reporting while remaining flexible for future growth. * Multi-Tenant SaaS Architecture * Secure Authentication & Two-Factor Authentication * Super Admin & Broker Dashboards * CRM & Client Profile Management * Real-Time Lead API Integration * Lender API Integration * Subscription & Payment Management * Activity Timeline & Compliance Notes * Lead & Revenue Reporting * Push Notifications * Responsive Web & Mobile Apps * Role-Based Access Control Lets connect... Thanks

@DeveloperStation

Hi, We’ve built several fully-fledged SaaS products with secure authentication, payment gateways, and third-party API integrations. One of our recent projects, Descripio, is a multi-tenant platform that uses AI to optimize Amazon product listings. It includes features like user management, subscription billing, and extensive third-party API integrations. We also have a dedicated team of UI/UX designers who can create modern, user-friendly interfaces that enhance user engagement. Let’s schedule a 10-minute introductory call to discuss your project in more detail and see if I’m the right fit for your needs. I’m looking forward to hearing more about your exciting project. Best regards, Adil

@InterconnectBPO

Hi, We have experience building scalable SaaS platforms with secure authentication, payment systems, CRM workflows, and third-party API integrations. For your finance broker platform, we’d recommend a modern architecture using Flutter for the shared mobile/web frontend and Node.js or Laravel for the backend, deployed via Docker containers with CI/CD pipelines for reliable scaling and maintenance. Your platform would include: • Secure multi-tenant architecture with broker isolation • 2FA authentication and role-based admin systems • Real-time lead ingestion from external APIs • Lender API syncing for rates, statuses, and product data • Subscription billing with recurring and setup fee support • Activity timelines, compliance logging, and broker reporting • Responsive web + iOS/Android builds from a shared codebase We also place strong focus on clean architecture, maintainable code, cloud scalability, and proper documentation to ensure long-term stability after launch. Proposed delivery phases: • UX/UI prototypes & architecture planning: 1–2 weeks • Core platform & API integrations: 4–7 weeks • Billing, reporting & testing: 2 weeks • Deployment, final QA & launch support: 1 week Estimated timeline: 8–12 weeks depending on API complexity and revision cycles. Regards Interconnect Team

@vladang

What you’re describing is essentially a multi-tenant SaaS with regulated-style auditability on top, plus two external data streams that need to stay reliable in real time. I’d treat the core first as a single shared backend with strict tenant isolation from day one, because that decision affects everything from auth to reporting. I’d start by locking down auth with email + password + TOTP-based 2FA, then layer role separation for super-admin vs broker tenants. After that, I’d build the CRM core with an append-only activity log so every lead change, note, or lender update becomes traceable rather than overwritten. Once the backbone is stable, I’d integrate the lead API with a queue-based consumer so spikes don’t break ingestion, then mirror the same pattern for lender data syncing. Payments via Stripe would sit behind a billing service handling trials, recurring plans, and one-off setup fees without leaking logic into the core app. I’ve built something similar in Bubbl using Vue/Nuxt + Express where multi-tenant reporting and external APIs were the hardest part to keep stable under load. Only question I’d need upfront: do you expect real-time updates in the UI or is near-real-time (30–60s delay) acceptable?

@marjanahmed13

Hi! My name is Marjan and I'm here to offer you my services as a skilled applicant with over a decade of experience working on Freelancer.com. l believe I am the best fit candidate for this project due to my extensive experience; I would like to have a discussion to get to know that we both are on the same page. Once the scope will be locked, I will start working on it right away.

@vishal1145

Your lead import and lender API integrations will become bottlenecks if you don't implement webhook queues and retry logic from day one. Most brokers lose deals when real-time data fails silently during peak hours. Before architecting the solution, I need clarity on two things: What's the expected concurrent user load per broker dashboard - are we planning for 10 simultaneous sessions or 100? And does your lender API enforce rate limits that would require request batching? Here's the architectural approach: - REACT + FLUTTER: Build a shared component library using React for web and Flutter for mobile, with a unified REST API backend to eliminate code duplication and reduce maintenance overhead by 60%. - NODE.JS + POSTGRESQL: Design a multi-tenant database schema with row-level security policies, ensuring broker data isolation while supporting 50K+ CRM records per tenant without performance degradation. - STRIPE + BANK TRANSFERS: Implement idempotent payment webhooks with SQS queuing to handle subscription renewals, one-off fees and failed payment retries without duplicate charges. - API INTEGRATION: Build a resilient integration layer with exponential backoff, circuit breakers and dead-letter queues to ensure lead imports and lender updates don't fail during third-party downtime. - AWS ECS + CI/CD: Deploy containerized services with auto-scaling groups, CloudWatch monitoring and GitHub Actions pipelines for zero-downtime deployments. I've built 4 multi-tenant SaaS platforms that scaled from 0 to 5K users, including a mortgage CRM with similar API complexity. Let's schedule a 20-minute technical call to review your API documentation and align on failure scenarios before committing to a timeline.

@Srashtasoft

Hi, I reviewed your requirements and what caught my attention is that you're building much more than a CRM—this is a multi-tenant SaaS platform for finance brokers that combines lead management, lender integrations, compliance tracking, subscription billing, and broker-specific workspaces. I would recommend: ✓ Flutter (Web + iOS + Android from a single codebase) ✓ Node.js/NestJS Backend ✓ PostgreSQL Database ✓ Multi-Tenant Architecture ✓ JWT + Two-Factor Authentication ✓ Stripe Payment Processing ✓ Docker & CI/CD Deployment ✓ AWS/Azure Cloud Hosting Core Modules: ✓ Super Admin & Broker Dashboards ✓ CRM Management (up to 50 active profiles per broker) ✓ Real-Time Lead API Integration ✓ Lender API Integration ✓ Activity Timeline & Compliance Notes ✓ Subscription Billing & Recurring Plans ✓ Reporting & Analytics ✓ Audit Logs & Role-Based Access What stands out is the need to synchronize data from both Lead and Lender APIs while maintaining tenant isolation and compliance history. Getting the architecture right from the beginning is critical for scalability and future feature expansion. A few questions: 1. How many brokers do you expect to onboard during Phase 1? 2. Which payment gateway do you prefer for subscriptions? 3. Are the Lead and Lender APIs REST-based, or do they also provide webhooks? Best Regards, Jemin Sagar

@mahig47

Hello! As per your project post, you’re looking to build an Finance Broker SaaS Platform that helps independent finance brokers manage leads, lender relationships, client activities, and subscription billing through a centralized web and mobile solution. The goal is to create a scalable multi tenant platform that streamlines broker operations, automates data flows from external systems. My focus will be on delivering a complete SaaS solution, featuring: secure account management with email authentication and two factor verification, multi tenant architecture with super admin and broker specific dashboards, real time lead synchronization from external APIs, lender integration for product data and status updates, subscription billing with support for setup fees and recurring plans, CRM management for broker client profiles, activity timeline and compliance focused note tracking, and reporting dashboards covering lead volume, conversion rates, and revenue analytics. I specialize in building SaaS products using React, Flutter, Node.js, and cloud based architectures, with strong experience in API integrations, CRM systems, subscription management, and multi tenant platforms. My focus will be on creating a robust and maintainable system that supports business growth. Let’s connect to review the lead and lender APIs, user roles, and subscription model so we can define the optimal architecture and development roadmap. Best regards, Nikita Gupta.

@webbookstudios

Hi there! I'm Markiyan, a full stack developer and CEO of a web agency, and I'd love to help you build your Finance Broker SaaS Platform. I understand you need a secure, scalable, and user-friendly platform for independent finance brokers, with features like two-factor authentication, multi-tenant admin, lead import, lender integration, and payment layer. My team and I have experience with similar projects, including a learning platform website with secure authentication and a music voting mobile app with REST API integration. We've completed 500+ projects with a 5.0 rating on Freelancer across 10+ years of work, and I believe our expertise in React, Node, and MySQL can help you achieve your goals. I can deliver a fully functional, production-ready web app, iOS/Android builds, and cloud infrastructure scripts, along with API integrations and documentation. One question: can you provide more details about the external lead API and lender API, such as their documentation and any specific requirements for integration? Feel free to message me to discuss the details! — Markiyan

@taimoorkhan311

Hello, With 4 years of experience in Web Development, Mobile App Development, PHP, Software Architecture, and Stripe integration, I am confident in delivering a professional solution for your Finance Broker SaaS Platform project. I understand the requirements outlined, including the need for a secure account system, multi-tenant admin dashboard, lead import functionality, lender integration, payment processing, activity tracking, and basic reporting. Having expertise in PHP, Mobile App Development, Software Architecture, MySQL, HTML, Stripe, Web Development, and API Development, I assure you of a seamless implementation of the required features. Let's connect in chat to discuss further details and ensure that the project aligns with your vision. I am open to discussing any aspects of the project to provide a tailored solution. Looking forward to the opportunity to collaborate. Best regards, Taimoor from Pixels Soft