
Daniel A
Your Mortgage And Real Estate CRM Automation Expert
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Expérience professionnelle
CRM Integration & Workflow Automation Specialist
Fiverr • Freelance
Oct 2026 - Present • 1 mo
Lead Automation Specialist providing end-to-end CRM integration, custom API engineering, and webhook configuration for mortgage lenders, enterprise brokers, and B2B organizations. Key Responsibilities & Expertise: - Architecting robust data mapping pipelines between core systems and specialized software. - Connecting enterprise Mortgage QC platforms including Aces QC, ComplianceEase, and FormFree to streamline regulatory auditing and asset verification. - Integrating real estate pipelines and sales management tools such as SkySlope, Follow Up Boss, MoxiWorks, and Salesmate CRM using webhook payloads. - Configuring multi-channel marketing automation platforms (HubSpot, Zoho, Pipedrive, SlickText, Grasshopper) to eliminate manual entry and optimize response times. - Designing native and middleware workflow configurations (Zapier) to ensure frictionless, cross-platform syncing.