Director, Financial Readiness & Homebuyer Pipeline Partnerships
Director, Financial Readiness & Homebuyer Pipeline Partnerships
(Lenders, credit repair, financial coaches, first-time buyer programs)
Role Overview
FindABlackAgent.com (FABA) is seeking a Director, Financial Readiness & Homebuyer Pipeline Partnerships to support the growth of our platform through trusted, relationship-driven channels—specifically within lending institutions, financial education networks, credit improvement organizations, and first-time homebuyer programs.
This role is designed for a professional who understands the housing journey from a financial readiness perspective, including credit preparation, pre-approval, budgeting, and long-term homeownership planning.
Unlike traditional sales roles, this position focuses on building relationships within financial ecosystems, identifying individuals preparing for homeownership, and guiding them into FABA’s intake and matching system, while helping formalize this vertical into a scalable partnership channel over time.
Why This Role Matters
At FABA, we recognize that many housing decisions begin well before someone actively searches for a home.
Key early-stage drivers include:
- Credit readiness and improvement
- Mortgage pre-approval
- Financial education and planning
- First-time homebuyer preparation
In many cases, individuals:
- Are actively preparing but not yet connected to an agent
- Need guidance on timing and next steps
- Are part of structured financial or lending programs
Financial professionals and institutions are often the first point of entry into the homeownership journey.
This role helps FABA:
- Access pre-qualified, high-intent future buyers
- Build relationships within financial ecosystems
- Increase conversion rates by engaging clients earlier in their journey
Who This Role Partners With
This role focuses on building relationships with organizations and professionals involved in financial readiness and homeownership preparation.
Types of Organizations
- Mortgage lenders and financial institutions (e.g., Rocket Mortgage, Wells Fargo, Bank of America)
- Credit repair and financial coaching organizations (e.g., Credit Saint, Lexington Law)
- First-time homebuyer programs and housing education providers (e.g., NeighborWorks America, National Foundation for Credit Counseling)
Key Roles Within Organizations
- Loan officers and mortgage advisors
- Financial coaches and credit counselors
- Homebuyer program coordinators
- Banking and lending relationship managers
- Financial educators and workshop facilitators
Professional Networks & Environments
- Homebuyer workshops and financial education seminars
- Lending and mortgage industry events
- Credit and financial wellness programs
- Community-based financial literacy initiatives
How FABA Fits
FABA positions itself as:
- A trusted next step for individuals preparing for homeownership
- A complement to lenders and financial professionals
- A way to connect financially ready clients with vetted real estate professionals
Key Responsibilities
1. Partnership Development
Identify and build relationships with:
- Mortgage lenders and loan officers
- Credit repair and financial coaching organizations
- Homebuyer program providers
- Financial education and counseling networks
Position FABA as a trusted housing support resource aligned with financial readiness.
2. Relationship-Based Lead Generation
- Engage individuals preparing for homeownership
- Identify clients progressing through financial readiness stages
- Introduce FABA as a structured solution for the next step
- Facilitate warm introductions into FABA’s intake process
3. Partnership Pipeline Management
Maintain an organized pipeline of:
- Financial and lending partners
- Active relationships
- Referral opportunities
Track outreach, engagement, and follow-ups to ensure continuity and long-term relationship growth.
4. Follow-Up & Client Experience Support
- Conduct light follow-up with referred individuals
- Ensure they are successfully connected with an agent
- Support a smooth transition from financial readiness to active home search
Serve as a bridge between financial partners and individual clients.
5. Insight & Feedback Loop
Share observations such as:
- Trends in financial readiness and buyer preparedness
- Common barriers to homeownership
- Opportunities to better align financial and real estate timelines
These insights inform:
- Platform improvements
- Partnership strategy
- Long-term product development
What Success Looks Like
- Established relationships with lenders and financial organizations
- A steady pipeline of pre-qualified, high-intent homebuyers
- Strong conversion rates due to financial readiness
- Repeat referrals from financial and lending partners
Ideal Background
- Experience in mortgage lending, banking, financial coaching, or credit services
- Strong relationship-building and communication skills
- Understanding of the homebuyer journey from a financial perspective
- Organized and comfortable managing partnership pipelines
- Tech-comfortable (Google Drive, spreadsheets, CRM tools)
Work Structure & Flexibility
- Fully flexible, independent (1099) role
- Performance-based with the ability to scale into consistent monthly income
- Designed for relationship-driven execution rather than high-pressure sales
Compensation Structure
Compensation is designed to reward ongoing participation, partnership development, and contribution to channel performance.
Includes:
- Activity-based incentives for qualified intakes submitted
- Participation-based earnings tied to overall revenue generated through the Director’s partnership channel (measured periodically based on revenue received by FABA)
- Performance-based base stipend unlock tied to sustained contribution and growth
Compensation is not tied to individual transactions, but rather to overall channel performance and contribution.
How This Role Contributes to FABA’s Growth
This position expands FABA’s reach by:
- Establishing partnerships within financial readiness ecosystems
- Accessing high-intent, pre-qualified homebuyers
- Increasing conversion through better-timed engagement
- Creating a repeatable, scalable pipeline of future transactions
Over time, this role contributes to a more predictable and high-conversion pipeline, strengthening FABA’s overall growth engine.
Future Growth Opportunity
As FABA expands, this role may evolve into a broader:
Financial Readiness & Homebuyer Partnerships Program
This initiative may include:
- Formal lender partnerships
- Integrated homebuyer pipelines
- Coordinated financial-to-real-estate transition systems
The Director will play a key role in shaping this program and defining how FABA integrates into the financial readiness ecosystem.
Closing Perspective
This role is not about volume—it is about alignment, timing, and readiness.
By connecting financially prepared individuals with the right real estate support, the Director, Financial Readiness & Homebuyer Pipeline Partnerships helps FABA create a more efficient and successful homebuying experience.