This role involves setting up and configuring an existing GoHighLevel account for an Australian asset finance brokerage, ensuring seamless integration with Ambition Cloud or a comparable CRM solution. The primary objective is to automate the synchronization of client and loan data, beginning with a milestone to validate the connection. The successful candidate will segment the database by client type and loan status, leveraging key fields such as settlement date, loan term, balloon amount, interest rate, lender, and asset type. Additionally, the role requires building compliant email and SMS nurture workflows for post-settlement follow-ups, balloon reminders, and refinance reviews, all crafted in a professional, relationship-focused tone. All assets and workflows must be developed within the client’s GoHighLevel account, with clear documentation and video walkthroughs provided for ongoing management. Strict adherence to confidentiality and compliance with the Australian Spam Act is essential. Responsibilities
- Integrate Ambition Cloud (or propose a reliable API/Zapier-based solution) with GoHighLevel to automate client and loan data synchronization.
- Segment the database into past clients, lost leads, declined applications, and consumer versus commercial clients using relevant loan and client fields.
- Build compliant email and SMS nurture workflows, including post-settlement follow-ups, balloon reminders, and 12-month refinance reviews.
- Write reusable campaign templates in a skilled, relationship-focused brand voice, ensuring all communications are approved prior to launch.




- Deliver concise video walkthroughs for day-to-day management and provide optional ongoing monthly management support.
- Ensure all assets are built in the client’s GoHighLevel account and remain their property.
- Maintain strict confidentiality of client data and ensure all workflows comply with the Australian Spam Act. Skills And Requirements
- Proven experience integrating CRMs such as Ambition Cloud with GoHighLevel or similar platforms, preferably within the finance or mortgage brokerage sector.
- Strong understanding of database segmentation and workflow automation for client lifecycle management.
- Expertise in building compliant email and SMS campaigns, with a focus on professional, relationship-driven communication.
- Familiarity with Australian Spam Act requirements for digital communications.
- Ability to deliver clear, concise video walkthroughs and documentation for client handover.
- Excellent attention to detail, confidentiality, and data security practices.
- Availability to provide a fixed setup quote, ongoing management rate, and estimated timeframe for project completion. About Twine Twine is a leading freelance marketplace connecting top freelancers, consultants, and contractors with companies needing creative and tech expertise. Trusted by Fortune 500 companies and innovative startups alike, Twine enables companies to scale their teams globally. Our Mission Twine's mission is to empower creators and businesses to thrive in an AI-driven, freelance-first world.

📌 Freelance Application Developer – CRM Integration (Australia)
🏢 Twine
📍 Australia