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crm hubspot dti mortgage process pre-approval dynamics📋 Description
- Own the buyer journey end-to-end for builder BBYS referrals.
- Respond rapidly to inbound referrals, often same-day.
- Convert warm builder leads into BBYS customers with consultative selling.
- Coordinate buyer, builder, and lender to maintain deal momentum.
- Manage high-volume HubSpot pipeline with disciplined follow-up.
- Educate builder sales teams on BBYS fit and referral process.
🎯 Requirements
- 3+ years in mortgage, real estate, or consultative financial sales.
- Proven experience converting warm leads in fast-paced, metrics-driven env.
- Comfortable pitching financial products to consumers and handling objections.
- Working knowledge of mortgage process, DTI, underwriting basics, pre-approval dynamics.
- Strong stakeholder management across clients, builders, loan officers.
- Experience managing high-velocity pipelines in HubSpot or similar CRM.
🎁 Benefits
- Medical (Aetna or Kaiser), Dental & Vision
- Short-Term & Long-Term Disability
- Hospital Indemnity Insurance, Accident Plan, and Critical Illness
- 401k, Life Insurance & Pet Insurance
- Commuter benefits in certain locations
- PTO, Volunteer Days, and sabbatical perks
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