Airtable + Softr Expert Needed to Build Broker Intake

We are seeking a sharp Buyer Qualification Analyst to support our M&A team by screening buyers and preparing summaries for internal decision-making.This role is critical to ensuring brokers and clients spend time only on serious buyers. · ...

We are seeking a sharp, detail-oriented Buyer Qualification Analyst (BQA) to support our M&A team by screening, qualifying, and packaging buyers before they engage directly with sellers. · This role is critical to ensuring our brokers and clients spend time only on serious, finan ...

This role is with one of our MGA partners. As a Commercial Underwriter you will manage commercial submissions from initial intake through to binding. · Act as a primary broker contact on assigned commercial submissions · Review assess and quote commercial risks within established ...

Full time · Toronto (In-Person) · Join OpenSesame as an AI engineer to design and scale the backend behind our SMS-based AI agents, powering real customer and operational workflows across insurance, from quoting and underwriting to claims, renewals, and policy servicing. · Apply ...

We are seeking a Salestrekker 2.0 expert to help us design and implement automated mortgage broker workflows and a comprehensive client journey from initial intake to settlement. · ...

Project Overview: · We are building an Autonomous Deal Discovery Platform focused on acquiring small businesses in the United States (landscaping, HVAC, plumbing, service-based businesses, etc.). · We need a developer (or small team) to build: · 1. An automated web crawling agent ...

Named Best's Recommended Insurance Adjusters 2019 and awarded The Winmar Award for Excellence in Claims Service in 2018 and 2020, DSB Claims Solutions' ongoing commitment to providing best-in-class service is evidenced by the team's unrivalled depth of experience and availability ...

The Administrative Assistant plays a key role in our Life Insurance Brokerage with supporting brokers, clients, and the insurance process from lead intake through policy issue and ongoing servicing. · This is a remote role.Coordinate life insurance cases from lead stage through p ...

The Life Insurance Assistant plays a key role in supporting brokers and clients through the insurance process from lead intake to policy issue and servicing. · Licensed assistants may write policies; unlicensed assistants focus on coordination and support for assigned brokers dur ...

The Life Insurance Assistant plays a key role in supporting brokers, clients, and the insurance process from lead intake through policy issue and ongoing servicing.Coordinate life insurance cases from lead stage through policy issue and servicing · Support client onboarding and g ...

Job summary: We're a mortgage broker business looking for GoHighLevel specialist to help us set up and build out system. · Build high-converting landing pages, set up funnels, create forms/surveys for lead intake and basic pipeline/CRM setup inside GHL. · Build high-converting la ...

Project Overview · We are building SmartServAI, an AI-powered lead management and automation platform for real estate agents and brokers. The platform uses: · * Softr for the frontend CRM experience · * Airtable for backend data and business logic · * Zapier for automation workfl ...

Our platform covers the full lending lifecycle: deal intake, underwriting, funding, servicing, and reporting. It's purpose-built for an industry with its own language, logic, and buyer psychology. · We need a writer who can produce SEO-driven blog content that actually ranks and ...

Contract Type Upwork Contractor (Hourly + Milestones) · Location Remote (U.S. time zones strongly preferred) · Rate $2000 · Hours Up to 15 hours/week · Duration 8 weeks (option to extend) · Overview · We support clients through the mortgage readiness process (document collection, ...

This role is accountable for delivering superior customer service when assisting Brokers with Guidewire related inquiries. You will handle general inquiries related to Personal products, pricing, underwriting appetite, and billing inquiries. This position requires P&C Insurance / ...

This role is accountable for delivering superior customer service when assisting Brokers with Guidewire related inquiries. · Handles general incoming broker inquiries and requests via phone and email interactions pertaining to underwriting, billing, products, and pricing. · ...

We are seeking an experienced developer to enhance our web application's frontend and integrate secure APIs. · Improving user interface elements · Ensuring responsive design · Optimizing performance · ...

I'm looking for a high-skill Virtual Executive Assistant to support me as a principal investor in U.S. commercial real estate. · This is not a basic admin role. You'll be helping manage deal flow, broker relationships, and execution so I can stay focused on decisions and negotiat ...

Mortgage Readiness Documentation Specialist (Remote) | Pre-Approval File Build + QC · Upwork Posting (Company Confidential) · Contract Type Upwork Contractor (Hourly + Milestones) · Location Remote preferred; onsite optional if needed · Rate $3000 · Hours Up to 20 hours/week · Du ...