External-Facing Client Portal with CRM Back-end

Summary I designed and delivered a branded web portal—powered by Procfu and Podio—that let my clients users and partners securely log in and see their own records without ever touching the internal system. It launched on schedule and immediately cut routine support and information requests by up to 90%.

Instant Search: Clients entered an address or ID and saw matching properties or cases appear in a clean, clickable list.

Persistent Filters: I added intuitive checkboxes and dropdowns that let users narrow their results by category or assigned team member—and their choices stuck even after they refreshed the page.

Organized Data Panels: Information was grouped into clear sections (e.g., property details, borrower info, loan status), so clients always saw the most relevant data at a glance.

Unified Communication Timeline: I built a single feed showing every message and call related to each property in chronological order—eliminating the need to dig through email threads or spreadsheets.

User-Friendly Feedback: When searches returned no results or an error occurred, friendly on-screen messages guided users and kept the experience smooth.

24/7 Transparency: Clients gained real-time visibility into their own data, reducing status-check calls by over 90%.

Quality of Life: Allowed us to custom-tailor the screens to each specific user group, eliminating confusion and ambiguity

Scalable Foundation: The clean, modular framework allowed quick roll-out of new portal sections in subsequent phases.