CRM & Pipeline Management
Sales Funnels
Surveys & Forms
Booking & Appointments
Reputation Managements
Tracking & Analytics
Loan Origination System (LOS)
Borrower Point of Sale System (POS)
Products & Pricing Engine (PPE)
Partner Real Estate Agent/Realtor Portal
Database Marketing
Marketing to referral partners
Personal Website
Landing pages
DFY Funnels
Partner Agent Co-branded marketing
Social Media Marketing/Planner
SMS & Email Marketing
Phone Dialer
Lead Nurture campaigns
Closed Loan Campaigns
Old Lead Campaigns
Appointment Confirmation/Reminder Campaigns
And much more!
Conventional
FHA
VA
Bank Statement
DSCR
Hard Money
Reverse Mortgage
Jumbo
Non-Conforming
No out of pocket costs
Commission Only
Direct Deposit
Daily Payroll
Third Party Processors Available
Scenario Support
Systems Support
Marketing Support
Direct Access To Broker with 22 years origination experience.
Must be DRE Endorsed MLO
Must Have DRE#
Must Have NMLS #
Self Sourced (ability to originate your own business, no leads provided)
Independent (ability to work well on your own)
Remote (no office provide, ability to work from home or where ever you desire)
Professional & Amicable Personality
Familiarity with multiple loan types
Required compliance with lending regulations, underwriting guidelines, lending polices, State, DRE, NMLS, and all other industry and/or governing authority requirements.
Provide excellent interpersonal skills, along with superior written and verbal communication skills
Attention to detail
Two (2) plus years mortgage experience or in a similar sales environment is highly preferred
Generate your own leads
Maintain compliance in all aspects at all times
Prepare & submit complete files to processing
Review documentation for accuracy & completeness.
Collect financial information
Evaluate eligibility to obtain a mortgage
Oversee all customer interactions and ensure a smooth transaction.
Work closely with industry related professionals and maintain updated throughout the process.
Counsel borrower to understand the pros and cons of various loan products to determine which is best for them and their particular scenario.
Update and maintain LOS
Disposition leads/loans accurately
Submit closing compliance package prior to payroll
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