GoHighLevel Expert for Mortgage Brokerage

Posted 4 weeks ago

Worldwide

Summary

I own and operate two UK mortgage broker brands, including a niche brand focused on serving firefighters and emergency service workers. I am looking for an experienced GoHighLevel specialist who can help me build a complete lead generation, CRM, automation and AI-powered client nurture system that will become the backbone of my business. My objective is not simply to build a website. I want to create a scalable business system that improves lead conversion, automates repetitive tasks, nurtures prospects, re-engages old leads and supports future business growth. The successful applicant will ideally have strong experience in: * GoHighLevel * CRM design and implementation * AI chatbots and conversational AI * Marketing automation * WhatsApp integrations * Facebook Messenger automation * Lead nurturing campaigns * Workflow automation * Landing page and website design * Database marketing PROJECT REQUIREMENTS Website Development Build a professional, modern and conversion-focused website within GoHighLevel for Firefighter Mortgages UK. The website should include: * Home page * About page * Mortgage services pages * First-time buyer pages * Remortgage pages * Home mover pages * Contact page * Lead capture forms * Calendar booking functionality * Testimonials and reviews * Landing pages for future marketing campaigns CRM & PIPELINE DEVELOPMENT Design and implement a CRM structure that supports: * New enquiries * Qualified leads * Applications in progress * Mortgage offers issued * Completed cases * Future remortgage opportunities * Referral opportunities AUTOMATION & AI Create an AI-powered lead qualification and nurturing system that: * Responds instantly to enquiries * Collects key information * Qualifies leads * Books appointments * Sends reminders * Follows up automatically * Re-engages dormant leads * Requests referrals from existing clients IMPORTANT: This is a UK regulated mortgage business. The AI MUST NOT provide mortgage advice or recommendations. Its role is to gather information, answer basic business questions, qualify enquiries and hand over to a human adviser when appropriate. DATABASE REACTIVATION I currently have approximately 700-1,000 existing leads and clients. I would like to develop automated campaigns for: * Past leads * Existing clients * Annual mortgage reviews * Product transfer opportunities * Remortgage opportunities * Referral generation LONG TERM OPPORTUNITY I am looking for somebody who can become a trusted long-term partner rather than simply completing a one-off project. Following successful completion of the initial build, I may require ongoing support, improvements, maintenance, automation development and AI enhancements. WHEN APPLYING PLEASE PROVIDE: 1. Examples of GoHighLevel systems you have personally built. 2. Examples of AI automations or chatbots you have developed. 3. Details of any WhatsApp or Messenger integrations you have implemented. 4. Experience within financial services, insurance, legal or other regulated industries (if applicable). 5. Your recommended approach for this project. 6. Estimated project cost and timescale. 7. Ongoing support options after launch. IMPORTANT All systems, workflows, websites, domains, automations, prompts and customer data must remain fully owned by my business. Please begin your proposal with the words "Firefighter Mortgage Project" so I know you have read the full brief.

  • $3,000.00

    Fixed-price
  • Expert
    Experience Level
  • Remote Job
  • Complex project
    Project Type
  • Contract-to-hire
    This job has the potential to turn into a full time role
Skills and Expertise
Mandatory skills
Social Media Marketing
Nice-to-have skills
Microsoft Excel
Search Engine Optimization
Activity on this job
  • Proposals:50+
  • Last viewed by client:4 weeks ago
  • Interviewing:
    23
  • Invites sent:
    35
  • Unanswered invites:
    7
About the client
Member since Jun 12, 2026
  • United Kingdom
    1:31 PM
  • Finance & Accounting
    Small company (2-9 people)

Explore similar jobs on Upwork

Google Ads
Google Ad Manager
Marketplace Ads SpecialistHourly‐ Posted 4 weeks ago
Facebook
Display Ad
Internet Marketing
Advertising

How it works

  • Post a job icon
    Create your free profile
    Highlight your skills and experience, show your portfolio, and set your ideal pay rate.
  • Talent comes to you icon
    Work the way you want
    Apply for jobs, create easy-to-by projects, or access exclusive opportunities that come to you.
  • Payment simplified icon
    Get paid securely
    From contract to payment, we help you work safely and get paid securely.
Want to get started? Create a profile

About Upwork

  • Rating is 4.9 out of 5.
    4.9/5
    (Average rating of clients by professionals)
  • G2 2021
    #1 freelance platform
  • 49,000+
    Signed contract every week
  • $2.3B
    Freelancers earned on Upwork in 2020

Find the best freelance jobs

Growing your career is as easy as creating a free profile and finding work like this that fits your skills.

Trusted by

  • Microsoft Logo
  • Airbnb Logo
  • Bissell Logo
  • GoDaddy Logo