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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