SuiteDash Customisation For Mortgage Broker Business

I run a mortgage or loan buisnes and looking to hire someone with experience with SuiteDash to customize, full automations, Custom pages/forms on Client dashboard. Status pages on client dashboard where clients see what state is complete and what in next step. It need to have:
- CRM
- Client boarding form
- Document exchange Portal
- Tasks automation for team member based on stage completion
- Status Page for client
- Integration with SMS and email