NEO Home Loans Sales Trigger: Gustafson + AI Ops

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🚀 Battle Card

🚀 Battle Card: NEO Home Loans powered by Better

Quick trigger: This NEO Home Loans powered by Better sales trigger marks a major shift in originator priorities.

👤 Decision Maker in the News

Gene Gustafson, Gustafson Team (Top-Producing Mortgage Team) · 🔗 LinkedIn

💡 Why It Matters

This NEO Home Loans powered by Better sales trigger signals elite originators demand AI-driven ops and transparent comp models. → Source

🎯 Core Pain Point

Operational ceilings: High-volume teams hit limits without automation.

Follow-up burnout: Manual workflows lead to missed touches and delayed closings.

💰 What to Pitch

Primary: AI-powered lead intelligence → Higher conversion rates with less manual work

Expansion: Automated workflows & Tinman digital platform → Streamlined borrower communication and faster closings

🗺️ Quick Context

HQ: Fort Collins, CO

Employees: ≈ 250

Rev: ≈ $200 M

Website: neohomeloans.com

🤼 Competitive Intel

Which other vendors you’ll probably face to win NEO Home Loans powered by Better’s business.

ICE Mortgage Technology — Loan Origination System

Unique edge: Enterprise-scale integrations across origination, servicing, and closing
Evaluated by VP Ops & CTO for reliability

Black Knight — Loan Servicing & PMS

Unique edge: End-to-end servicing and analytics suite
Evaluated by CIO & VP Ops for data security

Blend — Digital Mortgage Experience

Unique edge: Consumer-facing app with quick rate shopping
Evaluated by Dir. Product & CMO for UX design

Roostify — Digital Lending Platform

Unique edge: Customizable borrower portals and compliance workflows
Evaluated by VP Eng & Dir. Ops for flexibility

✅ Do-Now Checklist

Connect with Gene Gustafson on LinkedIn (link above)

Craft first-touch email + DM using the Copy-My-Prompt block

Log this NEO Home Loans powered by Better sales trigger in CRM

Next Step

Get insider intel on every major NEO Home Loans powered by Better sales trigger—no fluff, all pipeline. Subscribe to NewsletterForLeads

🧠 Copy My Prompt for Personalized Cold Outreach

────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY   = ❑<your company>❑
OFFER_BRIEF   = ❑<1-line value>❑
PROOF_METRIC  = ❑<metric>❑
CTA_STYLE     = ❑quick_call | case_study❑
TONE          = ❑friendly | punchy❑

────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME        = Gene
COMPANY     = NEO Home Loans powered by Better
DEPT        = Sales
SIZE        = ≈ 10
BOTTLENECK  = operational ceilings
EVENT       = Gustafson Team joins NEO Home Loans
DETAIL      = $110MM Powerhouse Gustafson Team Joins NEO Home Loans powered by Better, Citing Vision, Values, and Innovation
PAIN        = manual workflows leading to burnout and missed touches
SRC         = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20250904020132&div=41152219
SIM_CO      = ≈ TBD
WIN_METRIC  = ≈ TBD
NEXT_SIZE   = ≈ 15
EMP_EST     = ≈ 250
REV_EST     = ≈ $200M

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

Validate any ≈ guesses via SRC.

EMAIL  (keep breaks):
Subject: ≈ 10-person Sales

Gene—noticed your Sales team is ≈ 10.

That’s when operational ceilings slows growth.

We helped ≈ TBD fix this with <1-line value>.

Result: <metric>.  
Quick call?

PS—next bottleneck hits ≈ 15.

DM ≤45 words, TONE:
Saw your post about $110MM Powerhouse Gustafson Team Joins NEO Home Loans powered by Better, Citing Vision, Values, and Innovation — manual workflows leading to burnout and missed touches.  
<1-line value>. <metric>.  
Quick chat?

NEO Home Loans AI Sales Trigger: Gustafson Team Joins