NEO Home Loans Battle Card: Jim Juergens' $43M Playbook

🚀 Battle Card: NEO Home Loans powered by Better

• Jim Juergens, Branch Leader, Distributed Retail · 🔗 [LinkedIn](https://www.linkedin.com/company/neo-home-loans/)

• Veteran closer with $43 M last-year production and 91 loans under his belt signals a major push into scalable, value-driven growth. This NEO Home Loans powered by Better sales trigger underscores a high-value entry point → Source

• Short-term, transaction-focused culture limiting sustained advisor growth

• Lack of end-to-end tech transparency hindering branch scalability

• Primary: AI-driven LOS integration → Streamlined operations & 20% faster close cycles (Tie it back: match this NEO Home Loans powered by Better sales trigger with tech that scales at branch level.)

• Expansion: Real-time P&L analytics dashboard → Data-driven decisions & predictable revenue lift

• HQ: New York, NY

• Employees: ≈ 200

• Rev: ≈ $75 M

• Website: [neohomeloans.com](https://neohomeloans.com/)

🤼 Competitive Intel

• Blend — Digital mortgage platform
• Unique edge: Modern UX & API-first architecture
• Evaluated by Branch Leader & IT for user adoption rates

• ICE Mortgage Technology — Loan Origination System
• Unique edge: Enterprise-grade compliance & scalability
• Evaluated by VP Ops & Compliance for roadmap stability

• Roostify — Digital lending portal
• Unique edge: Client-facing simplicity & rapid implementation
• Evaluated by Dir. Retail Lending for advisor productivity gains

• SimpleNexus — Mobile mortgage CRM
• Unique edge: Native mobile app for loan officers
• Evaluated by Sales Leadership for branch engagement

✅ Do-Now Checklist

Next Step

🧠 Copy My Prompt for Personalized Cold Outreach

────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY   = ❑❑
OFFER_BRIEF   = ❑AI-driven LOS integration❑
PROOF_METRIC  = ❑20% faster close cycles❑
CTA_STYLE     = ❑quick_call❑
TONE          = ❑friendly❑

────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME        = Jim
COMPANY     = NEO Home Loans powered by Better
DEPT        = Distributed Retail
SIZE        = ≈ TBD
BOTTLENECK  = short-term transaction culture limiting sustained growth
EVENT       = new branch leader appointment
DETAIL      = Top 1% Mortgage Veteran Jim Juergens joins NEO to leverage scalable platform
PAIN        = culture limiting long-term advisor growth
SRC         = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20251007836619&div=41152219
SIM_CO      = ≈ TBD
WIN_METRIC  = ≈ TBD
NEXT_SIZE   = ≈ TBD
EMP_EST     = ≈ 200
REV_EST     = ≈ $75 M

────────────────────────
TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”.

Validate any ≈ guesses via SRC.

EMAIL  (keep breaks):
Subject: ≈ TBD-person Distributed Retail

Jim—noticed your Distributed Retail team is ≈ TBD.

That’s when short-term transaction culture limiting sustained growth slows growth.

We helped ≈ TBD fix this with AI-driven LOS integration.

Result: ≈ TBD.  
Quick call?

PS—next bottleneck hits ≈ TBD.

DM ≤45 words, TONE:
Saw your post about Top 1% Mortgage Veteran Jim Juergens joins NEO to leverage scalable platform — culture limiting long-term advisor growth.  
AI-driven LOS integration. 20% faster close cycles.  
Quick chat?