Mortgage Sales Executive

Inside Real Estate•Murray, UT

About The Position

Inside Real Estate (IRE) is a fast-growing, independently owned real estate software firm serving more than 500,000 real estate professionals. Its portfolio includes BoldTrail, BoldTrail BackOffice, BoldTrail Recruit, and Streams Studio. The Sales Executive – Mortgage Channel will drive new business for Streams Studio in IRE’s fast-growing mortgage channel. This role is suited to a consultative sales professional who understands the mortgage industry and the value of agent–loan officer collaboration. The position owns the full sales cycle, engages branch and executive leadership, and contributes to the development of IRE’s approach to the mortgage market. The role focuses on helping lenders strengthen referral relationships through connected workflows, automation, and improved agent–loan officer collaboration. The Sales Executive works across internal teams to support client handoffs and adoption, and shares prospect feedback and market insights to help refine sales messaging, strategy, and product direction.

Requirements

5–10 years of successful full-cycle sales experience.
Mortgage industry experience and a strong understanding of how loan officers, branch leaders, and lending organizations grow their businesses.
A proven track record of consistently meeting or exceeding sales quotas.
Strong discovery, presentation, objection-handling, and negotiation skills.
Confidence delivering live software demonstrations and leading conversations with branch managers and executive decision-makers.
Ability to translate technology capabilities into clear business value.
An entrepreneurial mindset and comfort building a pipeline, testing approaches, and contributing ideas in a growing channel.
Self-motivated, coachable, collaborative, and resilient in a fast-paced, results-driven environment.
Strong organizational skills and CRM proficiency, including Salesforce, HubSpot, or similar platforms.
Bachelor’s degree or equivalent professional experience; a bachelor’s degree is preferred.

Nice To Haves

Experience in mortgage technology, SaaS, fintech, or related services.
An established mortgage industry network.

Responsibilities

Proactively source and qualify new business through outbound calls, email campaigns, industry relationships, referrals, and inbound inquiries.
Build relationships with mortgage branch leaders, lending executives, marketing leaders, and other decision-makers.
Lead discovery conversations to understand prospects’ growth strategies, agent relationships, technology environments, and operational challenges.
Deliver Streams Studio demonstrations tailored to prospects’ business goals and use cases.
Explain how connected workflows, automation, and agent–loan officer collaboration can help lenders strengthen referral partnerships, improve follow-through, and track relationship performance.
Manage the full sales cycle from prospecting through negotiation and close, including opportunities involving multiple stakeholders.
Negotiate pricing, contract terms, and implementation expectations within company guidelines.
Meet or exceed monthly revenue goals and activity benchmarks.
Collaborate with Business Development, Marketing, Product, Implementation, and Customer Success to support client handoffs and long-term adoption.
Share prospect feedback and emerging use cases to help refine messaging, sales strategy, and product direction.
Stay current on mortgage and real estate trends, competitive offerings, and platform capabilities.
Maintain accurate CRM records, disciplined follow-up, and reliable pipeline forecasts.