Oxford, MS – Ninety days into his transition to NEO Home Loans, Mortgage Advisor Jake Ott is already seeing the kind of results that affirm he made the right move.
“The transition has been really exciting, it’s been nonstop,” Ott shared. “The onboarding process has been incredible. Jacky has been so helpful with Tinman and beyond. The whole team has made it seamless.”
But it wasn’t just the systems or support that confirmed Ott’s decision, it was his clients.
In December, Ott received two unsolicited calls from clients who had recently closed. Both reached out after connecting with NEO’s Client Success Manager, Liz Moore, to rave about their experience.
“That was my big ‘aha’ moment,” said Ott. “We talk about the value proposition and get excited about it when we join. To actually see clients experience it, and get excited enough to call me about it, made me think, ‘I really get it now.’ One of those clients even referred me to a financial advisor here in Oxford, and I didn’t even realize the opportunity until he reached out.”
The calls reinforced what NEO Home Loans strives to deliver: a high-touch client experience that not only builds loyalty, but drives organic referrals.
As Ott looks ahead, his focus is on scaling that momentum.
“I’m excited to build on this exponentially,” he said. “I have appointments lined up with financial advisory teams and I’m looking forward to expanding those partnerships.”
Ott is also energized by the company’s marketing initiatives, particularly on social media and webinar strategy.
“I’m excited about what the marketing team is building. I’d love to help co-create on the social side and take a page from Ryan Grant’s playbook with webinars. There’s huge potential to grow our closed loan database, fill the pipeline, and expand our reach through that model.”
Additionally, Ott has seen renewed traction with Better Leads in Mississippi.
“The first few weeks over the holidays were quiet, but January picked up significantly. People were answering the phone, and we’re starting to see real momentum there.”
In just 90 days, Ott has experienced firsthand the power of NEO’s systems, support, and client-first model. With strong referral energy, expanding professional partnerships, and growing marketing opportunities, his trajectory points toward continued acceleration in 2026.
For Ott, the proof is simple:
“When your clients call you just to rave about their experience, that’s when you know you’re in the right place.”
