About this role
Better is the first AI-native mortgage and home equity finance company, revolutionizing one of the largest financial markets in the world. We make home finance radically more transparent; using AI and proprietary technology to eliminate friction from the mortgage process through our industry-leading AI platform, Tinman®, and the first voice-based AI mortgage assistant, Betsy™. Our mission is simple: make homeownership cheaper, faster and more accessible by transforming how people buy and finance homes. The facts that speak for themselves: - We’ve funded over $110 billion in loans (more than any other fintech in the US!) - Raised over $1.2 billion in equity capital to modernize the $15 trillion mortgage industry - Better’s propriety AI platform makes us an award-winning lender: - Fintech Breakthrough Award 2025: Best Lending Innovation - Yahoo! Finance (Jan 2025): Best Mortgage Lender for First-Time Homebuyers – Best for quick approval - Yahoo! Finance (2025): Best Online Mortgage Lender - Money Magazine (2025): Best for fast closing - Forbes (2023): Best Online Mortgage Lender We’re building the future of home finance—and we’re looking for smart, driven, ambitious innovators who are ready to tackle the most impactful work of their careers. Market Research & Talent Intelligence - Research and identify top mortgage advisors in U.S. markets using RETR and related data tools.- Build and maintain a list of the top 25–50 Mortgage Advisors per market based on defined criteria.- Partner closely with the RETR team and Lendware team to ensure all data is accurately built and maintained within NEO’s CRM.- Apply consistent, defined evaluation criteria across all markets to ensure scalability and accuracy. AI & Market Intelligence Development - Support the buildout of NEO’s “Market Domination Vision” AI engine, pre-loaded with 480+ U.S. markets.- Help structure and maintain market-level intelligence including: -Total addressable market size -Lead volume and opportunity density -Competitive landscape insights Personalized Growth Deck Creation - Produce highly personalized, 15-page market opportunity decks in under 8 minutes using AI-driven tools and templates.- Each deck will articulate:- Why You (the producer)- Why Your Market- NEO’s 5-Year Roadmap to #1 Purchase Share- Incorporate market-specific insights such as:- Total addressable audience- NEO’s lead presence in the market- Top 10 real estate teams- Top 10 builders- Top financial planners- Housing, job, and economic growth projections CRM & Growth Enablement - Work directly within NEO’s CRM to support the Director of Growth with:- Prospect research- Market tagging- Data hygiene and opportunity tracking- Ensure all growth data is accurate, current, and actionable. Outreach Support (Future) - Potentially assist with outbound growth outreach in later phases, once systems and processes are fully established.- Initial focus will remain on research, preparation, and enablement, not cold outreach. Qualifications and Skills: - Strong analytical and research skills with exceptional attention to detail.- High comfort working with data, systems, and AI-enabled tools.- Ability to synthesize large data sets into clear, compelling insights.- Strong written and verbal communication skills.- Highly organized with the ability to manage multiple markets and priorities simultaneously.- Self-motivated, proactive, and comfortable working in a fast-paced growth environment.- Strong collaboration skills with the ability to work cross-functionally.- Experience with CRM systems (Salesforce or similar preferred).Minimum requirement includes a high school diploma or equivalent; additional coursework in finance or a related field is advantageous.