Fractional COO · Operations Architect

I built the ops that run a 150-person company.

Now I build them for other people. Operations architecture, custom tooling, and AI integration for companies that have outgrown their spreadsheets.

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Case Study

CMS Mortgage Solutions

When I stepped into the COO role at CMS Mortgage, operations ran on email threads, scattered spreadsheets, and tribal knowledge. A 150-person team across 25 states, processing thousands of loans, with no centralized system for any of it.

I didn't buy software. I built it. Over 20 internal tools — a loan pipeline platform, a processing workflow engine for the 25-person admin team, LO performance dashboards, automated compliance tracking across every jurisdiction, an AI-powered marketing system.

The result: an operation that runs on systems instead of heroics. Pipeline visibility in real time. Processors working from a purpose-built platform instead of email chains. Compliance automated instead of manually tracked across 25 sets of state regulations.

0+
Team members managed
0
States, one compliance engine
0+
Loans in the pipeline system
0+
Custom tools built

See it work

This is what pipeline management looks like when it's actually built right.

Loans flowing through stages in real time. No spreadsheets. No “let me check on that.” Every file, every processor, every state — one view.

Pipeline — Live
LIVE
Active Loans
186
Funded This Month
47
Volume ($M)
$14.2M
Intake
1
Disclosure
1
Submission
1
Processing
2
Closing
1
Funded
0
CMS-4821·Martinez, R.
T. Williams·AZ
$385,000Processing
CMS-4819·Johnson, K.
S. Patel·FL
$275,000Closing
CMS-4823·Chen, W.
M. Rodriguez·CA
$520,000Disclosure
CMS-4817·Williams, D.
A. Thompson·GA
$192,000Submission
CMS-4825·Taylor, M.
J. Davis·TX
$445,000Processing
CMS-4826·Brown, S.
K. Wilson·NC
$310,000Intake

Simulated data. The real system manages 150+ team members across 25 states with live loan tracking, automated routing, and compliance checks.

The agents

Four AI agents running operations 24/7.

Not chatbots. Not demos. Production agents that scan pipelines, flag compliance issues, generate marketing content, and route processing files — without being asked.

The pipeline agent catches stalled loans before they become problems. The compliance agent auto-generates state-specific disclosures. The marketing agent creates personalized content for 125 LOs. The processing agent balances workloads across the team.

This is what “AI integration” actually means when it's built by someone who runs the operation.

AI Operations — Agent Activity
Pipeline
Compliance
Marketing
Processing
▊_

What I do

The stuff that breaks when you scale — I fix that.

Operations Audit

A two-week deep dive into how your company actually runs — not how you think it runs. I map every process, find where things leak, and deliver a prioritized roadmap.

Custom Tooling

Internal platforms, dashboards, and workflow tools built around how your team works. Not off-the-shelf software that almost fits. Purpose-built infrastructure.

AI Integration

Practical AI — agents that handle repetitive work, automation that connects your stack, intelligence layered into operations. Not chatbots for show.

Team & Process Scaling

Organizational design that works past 50, past 100, past 200. Role clarity, process documentation, systems that let you hire without everything breaking.

Engagement

Three ways to work together

Ops Audit

$2,500one-time
  • 2-week deep dive into your operations
  • Full process mapping & tech stack review
  • Bottleneck identification
  • Deliverable: prioritized roadmap + action plan

For companies that know something's broken but can't see where.

Most common

Fractional COO

$5–8K/month
  • 10–20 hours per week
  • Ongoing operations leadership
  • System design & implementation
  • Team management & process optimization
  • Weekly strategy sessions

For companies past 50 people who need a seasoned operator, not another consultant with a slide deck.

Full Ops Build

$15–25Kproject
  • 90-day engagement
  • Custom tool development
  • Automation & AI integration
  • Full ops stack buildout
  • Training & handoff

For companies ready to invest in infrastructure that actually scales.

Photo

DeShawn Smith

COO, CMS Mortgage Solutions

I run operations for a multi-state mortgage brokerage — 150 people, 25 states, thousands of loans a year. I didn't inherit systems. I built every one of them from scratch.

Custom platforms, AI agents, automated workflows, compliance engines. All designed to replace the manual work that kills companies when they try to scale.

My approach is simple: measure, build, iterate. I'm data-driven and behaviorally calibrated. I don't do guesswork and I don't do slide decks that collect dust.

“If it repeats, automate it. If it's manual, it's broken.”

Ready to fix your operations?

30 minutes. We'll talk about what's broken, what's possible, and whether I'm the right person to build it. No pitch. No deck.

Book a strategy call
hello@opsbydeshawn.com