Mortgage CRM + AI Automation Build (OpenClaw Experience Required)

UpworkUSNot specifiedexpertScore: 65
OpenAI APILead GenerationAPIPythonChatbot DevelopmentCustomer Relationship ManagementAutomationArtificial IntelligenceData MiningData Scraping
Job Description: I own a mortgage company focused on hard money and residential lending. I am building a high-performance CRM system and need someone with direct mortgage CRM experience AND OpenClaw experience. If you have not worked inside OpenClaw, do not apply. Scope of Work 1. Automated Lead Intake + AI Response Lead enters via web form, PPC, or manual entry Immediate SMS auto-response AI outbound call (voice bot for qualification) Automated email sequence Smart tagging + lead routing Multi-touch follow-up automation 2. CRM Pipeline Structure Clean, scalable pipeline including: Leads In Process Closed Referrals Follow-Up / Dead Additional stages as recommended 3. Referral Tracking System Broker / partner tracking Source attribution Commission tracking Performance dashboard 4. OpenClaw Integration Direct experience working inside OpenClaw CRM + OpenClaw workflow integration Loan status-triggered automations Understanding of mortgage lifecycle and compliance 5. Reporting + Analytics Lead source tracking Conversion metrics Loan volume by source PPC ROI tracking Executive dashboard Requirements Proven experience building CRMs specifically for mortgage companies Direct OpenClaw experience (mandatory) Experience with GoHighLevel, HubSpot, Salesforce, or custom builds AI voice + SMS automation experience Strong mortgage lifecycle knowledge Ability to design scalable systems When Applying Include: Examples of mortgage CRMs you’ve built Description of your OpenClaw experience Platform recommendation and reasoning Estimated timeline Estimated budget Looking for a long-term operator to build and optimize this system as we scale aggressively.
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Spent: $1,481.3Rating: 4.9Verified