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Executive summary
Build a secure, web-based
platform that allows individuals to register as agents (part-time / full-time), generate &
manage leads for multiple financial products (home loan, personal loan, car
loan, insurance, etc.), upload customer KYC & product documents, track
status, and receive commissions. The platform supports a referral (downline)
tree where agents get referral commissions from their direct referrals only.
Two portals will be delivered:
Admin panel — registration management, lead review workflow,
payouts, reports, growth tracker, leaderboard, and manual commission
payouts.
Agent (user) panel
— registration, email
verification, KYC/bank uploads,
create & update leads,
track wallets, referral link & downline monitoring, edit profile.
Additionally, a responsive corporate
website (4–5 pages, see Options)
and a downloadable responsive
APK hosted on the website.
Backend: Laravel (PHP 8.x)
Database: MySQL
Frontend: HTML5, CSS3, Bootstrap, JS
App Type: PWA (Progressive Web App)
Security: SSL, Encrypted Authentication, Role-based Access
Deliverables (what we will provide)
Core platform
(Web)
1. Agent Registration & Onboarding
Public registration link.
Fields: name,
mobile number, email,
address, city. Email
verification with code.
Upload KYC & bank details (Aadhaar, PAN, bank details)
for payout. Profile submitted
for admin verification.
Admin approval → agent gets joining
confirmation email + welcome kit (PDF).
2. Agent Panel (User)
Dashboard: lead summary, pending
approvals, wallets, recent activity.
Create New Lead
/ New File: lead name, mobile, email, product(s) of interest, product-specific document
upload (Aadhaar, PAN, CIBIL or product doc),
notes. Lead lifecycle tracking (open → under review → approved →
rejected → closed).
Edit lead (before final
approval) and upload
additional docs.
Two separate
wallet views: (A) Product Sales
wallet, (B) Network/Referral wallet.
Referral system: unique agent ID + referral link.
Downline visualization (direct referrals only shown for earnings).
Leaderboard (monthly
& annual).
Profile edit page (permitted fields).
Notifications (email + in-app)
for status updates,
payout notices.
3. Admin Panel
Agent registration approvals (view docs, approve/reject with remarks).
Lead review dashboard: filter/sort by product, status,
agent, date.
Update lead status and add remarks
(rejection reasons visible
to agent).
Manual commission payout processing (mark paid, export
payout report).
Wallet management (credit/debit for agents).
Growth tracker
and analytics:
■
Number of leads created /
updated
■
Approved leads count
■
Rejected leads count & reasons
■
Agent-wise conversion rate
Leaderboard admin
settings & reward
assignment.
Downline management & referral commission configuration (percentages).
Admin user management (roles: Super Admin, Finance, Operations).
Export reports (CSV / Excel / PDF).
4. Commission & Referral Rules
Product Sales commissions credited
to Product Sales wallet upon lead
completion (admin marks approved/completed).
Network Income:
commission awarded when a directly
referred agent closes
a deal. No commissions from second-level referrals.
Commission payouts
recorded and manually
paid on 15th of every
month (admin marks payouts).
Two wallets
visible to agent
(product sales + network income). Admin can configure commission
percentages per product.
A unique
Company Master ID will be created and integrated with the official website. All website-based
customer inquiries and agent registrations will automatically be assigned under
this Master ID.
Agents joining through the company’s website referral link
will follow the existing onboarding process
(KYC, approval, dashboard access, commissions,
referral system).
Admin can view and manage all leads/registrations received through the website.
This feature ensures
centralized lead capture,
direct agent onboarding, and seamless integration with the existing referral and
commission structure.
6. Security & Compliance
SSL / HTTPS ready.
Role-based access
control.
Secure file uploads with virus scan / size limits.
Audit logs for critical
actions (lead status
changes, payouts).
Basic data retention policy
(configurable).
7. Notifications & Emails
Transactional emails:
verification code, profile
approval/rejection, lead
status updates, payout confirmations, onboarding welcome kit.
Configurable email
templates.
8. APK
Responsive Android
APK (web-wrapper / PWA-based APK) that provides
agent access (login, create leads, upload docs, track wallet).
Note: For native Google Play publishing, additional work is a separate
add-on.
9. Corporate Website
(5-page): Home | About
Us | Services | Agent
Join (registration link & benefits) | Contact Us
The network for creativity
Join 1.25M professional creatives like you
Connect with clients, get discovered, and run your business 100% commission-free
Creatives on Contra have earned over $150M and we are just getting started
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