Job Description

Inside Real Estate is a fast-growing, independently owned real estate software firm that serves as a trusted technology partner to over 500,000 real estate professionals. Our portfolio includes BoldTrail, BoldTrail BackOffice, BoldTrail Recruit, and Streams Studio—solutions that help our clients grow their businesses, connect their systems, and work more effectively together.

The Sales Executive – Mortgage Channel will help drive new business in IRE’s fastest-growing channel with our Streams Studio product, with some of the company’s greatest untapped opportunities. This is an opportunity to pair the resources and reach of an established industry leader with the energy and influence of building a growing business.

We’re looking for a consultative sales professional who understands the mortgage industry, believes in the power of agent–LO collaboration, and is excited to help lenders strengthen referral relationships. You’ll own the full sales cycle, engage branch and executive leadership, and help shape how we bring Streams Studio to the mortgage market.

Key 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 across mortgage companies.
• Lead discovery conversations to understand prospects’ growth strategies, agent relationships, technology environments, and operational challenges.
• Deliver engaging demonstrations of Streams Studio tailored to each prospect’s business goals and use cases.
• Show how connected workflows, automation, and better agent–LO collaboration can help lenders strengthen referral partnerships, improve follow-through, and gain visibility into 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 successful client handoffs and long-term adoption.
• Bring prospect feedback and emerging use cases to the team 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.

Qualifications

• 5–10 years of successful full-cycle sales experience, preferably in mortgage technology, SaaS, fintech, or related services.
• Mortgage industry experience and a strong understanding of how loan officers, branch leaders, and lending organizations grow their businesses.
• A passion for helping agents and loan officers work better together, with an understanding of the role referral relationships play in purchase mortgage growth.
• 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: comfortable building 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.
• An established mortgage industry network is a plus.
• Bachelor’s degree preferred, or equivalent professional experience.

What Success Looks Like

• Consistently meeting or exceeding new-business revenue goals.
• Building a healthy pipeline across branch-level and larger organizational opportunities.
• Converting discovery conversations and demonstrations into well-qualified, closed business.
• Establishing credibility with mortgage leaders through an understanding of their business and agent relationships.
• Setting clear client expectations and delivering thorough handoffs to Implementation and Customer Success.
• Maintaining accurate forecasts and disciplined CRM records.
• Contributing insights that help IRE expand its reach and sharpen its mortgage offering.

Compensation & Benefits

• Base salary plus uncapped commission.
• Ongoing sales training and career growth opportunities.
• The opportunity to make a meaningful impact in IRE’s fastest-growing channel.

We offer a competitive total rewards package including:

• Three medical plans: one PPO and two HDHPs
• Two dental plans
• Vision coverage
• Company-funded HSA
• Healthcare, limited-purpose, and dependent-care FSAs
• Company-paid short-term and long-term disability
• Company-paid basic employee life insurance
• Voluntary dependent life insurance
• Voluntary accident, critical illness, and hospital indemnity insurance
• ID protection
• Pet insurance
• 401(k) retirement savings with company match
• Paid PTO, vacation, and sick time
• 11 company-recognized holidays
• Company-paid parental/disability leave

At IRE, we also offer:

• Opportunities to grow within the company
• Potential to work remotely
• An energetic work environment and a fun, creative culture

Equal Employment Opportunity

We believe that the unique contributions of all Insiders are the driver of our success. To make sure that our products and culture continue to incorporate everyone’s perspectives and experiences, we never discriminate on the basis of race, religion, national origin, gender identity or expression, sexual orientation, age, marital, veteran, or disability status.