We empower our loan officers to work more efficiently and close more loans with our mobile applications, cloud-based lead and database tools, a state-of-the-art customer relationship management system, and other resources. A few of the tools we offer:

TOOLS WE OFFER:

STATE-OF-THE-ART CUSTOMER RELATIONSHIP MANAGEMENT SYSTEM
  • Comprehensive, effective campaigns targeting past customers, prospects, and business partners.
  • Robust, automated post-close program
  • Much, much more
LEAD AND DATABASE MANAGEMENT
  • Import and export contacts easily from Outlook and other CAM Systems , assign lead rankings and set reminders
  • Easily add referral sources to contacts and generate customized business partner reports
  • Automated loan process milestone videos keep your customers and business partners up to date
  • Comprehensive HTML email reporting

We empower our loan officers to work more efficiently and close more loans with our mobile applications, cloud-based lead and database tools, a state-of-the-art customer relationship management system, and other resources. A few of the tools we offer:

WE ASSIST WITH:

ESCROW HOLDBACK APPROVALS
  • Reviews escrow holdback for both internal and external approval based on posted Escrow
  • Hold back Policy and Procedures
PRICING
  • Assistance with complex pricing scenarios and niche product pricing . For example:
  • “I need the best priced 5/1 ARM that allows two years out of short sale and a 675 score at 85% LTV for someone with an 0 – 1 Visa.
  • “What do I do if a customer locked on an ARM, switched to fixed, and now wants to go back to a different type of ARM with a different investor?”
CONDO/PROJECT/LEASEHOLD APPROVALS
  • Reviews spot loan property approvals, such as direct submission to FannieMae (including direct FannieMae CVAS exceptions) and FreddieMac
  • Determines project eligibility for investor specific products
  • For leasehold properties, reviews leasehold documentation for both spot and new construction
PRODUCTS/GUIDELINES/SCENARIOS
  • Provides guideline clarifications, niche product selection and support with complex loan scenarios
  • Will research items which are not covered in our product matrix

Onboarding

Our team has the technology, training, and marketing to let new loan officers hit the ground running, and a personal concierge is on hand to provide assistance.

Meet the Team

Marketing

A newly-expanded, full-service, in-house marketing team provides individual and regional support with everything from social media to video, radio, events, and flyers.

Learn More