I will design your loan or deal scoring logic and CRM workflow

Most "solution architect" gigs hand you a generic system diagram. I design the two things that actually make or break a lending, broker, or deal-flow platform: the scoring/underwriting logic, and the CRM role and pipeline structure around it.

For nine years I ran CRM, affiliate, and operational workflows inside a real lending business. I've since built the rule engines myself a deterministic risk-scoring system for an equipment-finance product, AI lead scoring for a lending marketplace, and the four-tier role hierarchy behind a loan-pipeline app I shipped. I know where these systems break, because I've run them and built them.

What's typically included:

• Scoring/underwriting rules turned into clear logic (deterministic, AI-assisted, or hybrid)
• Role and permission map for your team
• Pipeline stage definitions
• Written spec a developer can build directly from

Best fit: lending, mortgage, equipment finance, or real estate deal-flow businesses whose logic currently lives in a spreadsheet or someone's head.

Message me your current process before ordering even messy is fine.