Production Partner

About the role

Better is rebuilding home finance as an AI-native platform—turning a process that once took weeks into something that can happen in seconds. With over $110B in loans funded and $1.2B+ raised, we operate at real scale while rethinking how homeownership works from the ground up. The category hasn't caught up yet. That's the opportunity.

Responsibilities

• Follow up with new leads and schedule initial consultations
• Promptly contact new leads, respond to inquiries, and schedule initial consultations for the Mortgage Advisor
• Maintain consistent follow-up to ensure every prospect receives timely communication and no opportunities are missed
• Gather key borrower details including financial information, employment history, loan purpose, and timeline
• Assist borrowers with completing the loan application and ensure information is entered accurately into the system
• Send documentation requests and follow up until files are complete
• Provide borrowers with clear documentation requests and maintain consistent follow-up to collect all required materials
• Ensure borrowers understand next steps and timelines while keeping the process moving efficiently
• Review borrower documents for completeness, organize files appropriately, and ensure documentation is properly labeled and uploaded before submitting the file for pre-approval review
• Communicate with referral partners to confirm receipt of new leads, provide status updates during the pre-approval process, and ensure they remain informed about their client's progress
• Assist in coordinating the Mortgage Advisor's schedule by booking consultations, managing follow-ups, and helping organize communications so the advisor can focus on client relationships and loan strategy
• Maintain accurate records of lead activity, borrower interactions, and loan progress within the CRM
• Help ensure the pipeline is organized and that reporting and lead tracking remain accurate

Qualifications and Skills

• Strong attention to detail and organizational skills
• Excellent verbal and written communication
• Ability to prioritize tasks and meet deadlines
• Strong interpersonal and teamwork skills
• Self-motivated with a high level of personal energy and accountability
• Minimum requirement includes a high school diploma or equivalent; additional coursework in finance or a related field is advantageous

Benefits

• Competitive compensation reliant on ability and experience
• Comprehensive healthcare, retirement, and voluntary benefits including medical, dental, vision, health savings accounts, and 401k
• Personalized care and tools for realizing your mental health and wellness goals
• Flexible PTO program second to none
• Option for remote and hybrid work arrangements available
• Additional benefit perks and discounts