What are the responsibilities and job description for the Mortgage Industry Representative – Independent Sales Representative position at Halo Programs?
Halo Programs United States (Remote / Work From Home / WFH)
We're seeking experienced Mortgage Industry Representatives who already work directly with Banks, Credit Unions, and Independent Mortgage Bankers at the leadership or executive level.
Ideal candidates have prior experience in Mortgage Insurance, Title, or similar mortgage-adjacent sales roles where strong relationships with lending institutions are essential.
Your Primary Goal
Introduce MortgageHalo, our enterprise marketing and CRM platform for mortgage lenders, to the institutions and executives you already work with.
Your job is to communicate MortgageHalo's value, build interest, and schedule product demos -- conducted by our internal team.
This opportunity allows you to represent a high-value, enterprise-grade solution while creating a reliable, recurring revenue stream.
What You'll Do
MortgageHalo is transforming how mortgage lenders manage client engagement, automate marketing, stay connected with borrowers, and support long-term relationship retention.
You will introduce lending institutions to a proven enterprise platform -- while creating your own sustainable and scalable income opportunity.
Help mortgage lenders grow smarter -- one connection at a time.
We're seeking experienced Mortgage Industry Representatives who already work directly with Banks, Credit Unions, and Independent Mortgage Bankers at the leadership or executive level.
Ideal candidates have prior experience in Mortgage Insurance, Title, or similar mortgage-adjacent sales roles where strong relationships with lending institutions are essential.
Your Primary Goal
Introduce MortgageHalo, our enterprise marketing and CRM platform for mortgage lenders, to the institutions and executives you already work with.
Your job is to communicate MortgageHalo's value, build interest, and schedule product demos -- conducted by our internal team.
This opportunity allows you to represent a high-value, enterprise-grade solution while creating a reliable, recurring revenue stream.
What You'll Do
- Promote the MortgageHalo enterprise platform to mortgage lenders, including banks, credit unions, and independent mortgage bankers.
- Identify qualified lending institutions and schedule demos with the MortgageHalo sales team.
- Leverage existing relationships with mortgage executives, lending managers, and decision-makers.
- Clearly communicate the value of MortgageHalo as a marketing automation, client engagement, and CRM system designed for mortgage organizations.
- Provide market insights and regional feedback to support strategic expansion.
- Established experience calling on mortgage lenders, ideally as a:
- Mortgage Insurance Representative
- Title Representative
- Or similar mortgage industry sales professional with executive-level relationships
- A strong existing network of leaders at banks, credit unions, and independent mortgage bankers.
- Excellent communication, presentation, and relationship-building skills.
- Organized, self-driven, and polished in a professional sales environment.
- Experience representing SaaS or enterprise platforms is beneficial but not required.
- New Deal worth $5K-$15K
- 2-3 new accounts per month on track for $250,000 annually
- Commission-only - paid monthly on new institutional customer signups.
- Uncapped earnings potential with recurring revenue tied to ongoing platform adoption.
- A scalable, long-term income opportunity as MortgageHalo continues to grow.
- Full support provided, including training, marketing resources, and product onboarding assistance.
MortgageHalo is transforming how mortgage lenders manage client engagement, automate marketing, stay connected with borrowers, and support long-term relationship retention.
You will introduce lending institutions to a proven enterprise platform -- while creating your own sustainable and scalable income opportunity.
Help mortgage lenders grow smarter -- one connection at a time.
Salary : $120,000 - $250,000