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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong relationship management skills with real estate brokerages and agents, effectively managing partnerships and facilitating education sessions. Proficient in utilizing mobile technology to drive business operations and maintain client engagement.
Highest-signal resume keywords
Real Estate Brokerage RelationshipsSales Experience In MortgageSelf-Directed Business ManagementInvestment Property ExperienceClient Relationship Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
SalesReal EstateBrokerage PartnershipsLoan ApplicationsUnderwritingRate QuotingPaperwork ManagementEducation Session FacilitationInvestor-Focused SalesDSCR Knowledge
Soft Skills
Self-MotivationCommunicationRelationship BuildingTime ManagementAdaptability
Tools & Technologies
Mobile ApplicationsCRM SoftwareLoan Management Systems
Industry Keywords
Real Estate AgentsBrokeragesMortgageTitle InsuranceHome WarrantyInvestment Properties
About the role
Key responsibilities & impact- Own real estate brokerage relationships in the assigned territory
- Work a target list of investor-focused brokerages
- Meet brokers of record and agents
- Demo the app on agents’ phones
- Sign brokerages to the office partnership program
- Invite agents and investor clients to weekly education sessions
- Stay with each referral until funding, working with the loan team
- Meet one-on-one with the sales manager weekly
- Handle relationships while the technology and loan team quote rates, take applications, underwrite, and manage paperwork
Requirements
What you’ll need- Two or more years selling to real estate agents or brokers in mortgage, title, insurance, home warranty, or real estate
- Self-directed; set your hours and run your own calendar
- Comfortable running your business from your phone
- Live in or near your territory
- Investment property or DSCR experience is a plus, not a requirement
Benefits
Comp & perks- Commission-only compensation as an independent contractor (1099), paid twice a month
- Pipeline, prospects, clients, AI deal desk, and business-card scanner on your phone
- Real-time underwriting
- Territory target lists, meeting briefs, and follow-up drafts prepared for you
- Company email and digital business card
- Training portal
- Weekly agent webinar
- Company marketing that sends agents your way