Join TruLoan Mortgage

Y O U ’ R E T H E S TA R .

W E’R E YO U R E N TO U RAG E.

The Lending Experience You’ll Love

Hybrid Direct/ Broker Model

4 Hour Pre-Approvals

LENDING

National Lending Footprint

4 Hour Scenario Desk

21 Day Closing Standard

*TruLoan Mortgage, a division of American Financial Network, Inc. American Financial Network, Inc is licensed in 50 states + the District of Columbia and Puerto Rico. Not all originators or branches are licensed in every state. Licensing information for individual loan originators can be found by inputting the NMLS # listed below on www.nmlsconsumeraccess.org. *Limited to loan being ready for closing. Numerous factors outside of lender’s control may lengthen or cause significant delays to closing. Restrictions and Conditions Apply.

Thought Leadership

Native Spanish Speaking Support

EXPERIENCE

Speed is our Standard, Not the Exception

Technology to Enhance Not Replace

‘You’ is everyone involved:

Borrowers

Realtors®

Your Team

Vendors

and of course… YOU!

YOU’LL

Success Coaching & Mentorship

Comprehensive Benefits Package

Weekly Commissions

TruConfidence

LOVE

No Loan Left Behind Mindset

Award Winning Marketing

I’ve learned that people will forget what you said, people will forget what you did, but people will never forget how you made them feel.

- Maya Angelou

for all your clients and referral partners. We’re an agency-direct lender with delegated authority to underwrite, fund, and service Fannie Mae, Freddie Mac, FHA, USDA, VA , Jumbo and Non-QM loan products in house. Plus, we’ve got more than 60 broker-out options.

Second Liens/HELOC

TBD Pre-Approvals

Non-QM

Local & National DPAs

DSCR

Community Lending

Bank Statement

Rehab Loans

ITIN

Construction to Perm

Fix & Flip

Manufactured Housing

100% FHA

Reverse

Jumbo

Lock & Shop

Non-Warrantable Condos

Long Term Locks

Land Loans

& More!

TruLoan Loan Officers sell with TruConfidence. Do You?

No Loan LEFT BEHIND

Our Hybrid Direct Lender/Broker Model ensures you are a one stop solution

Weekly Commissions Fund a loan today and get paid next Friday!

SUN

MON

TUES

WED

THU

FRI

SAT

Thought Leadership

Here at TruLoan we focus on progressive thinking and real solutions. Success in any endeavor is rooted in solid planning and problem solving. That applies to everything including sales goals, partnering with our referral sources and our clients’ loans.

When partnered with TruLoan you get the backing of recognized industry experts who have been quoted in the Wall Street Journal, National Mortgage Professional Magazine & others.

Together we will develop and support you in a strategy for local market domination.

TruLoan Loan Officers sell with TruConfidence, Do You?

Tru Collaboration Collaboration makes everyone’s success a reality.

Remember, You’re the star and we’re your entourage.

Every LO, no matter their volume, has a team behind them:

Selling at TruLoan gives you the freedom to focus on relationships and revenue-generating activities, with an award-winning team behind you.

To succeed in a highly competitive field, we know we must be willing to work more efficiently than our competitors.

That’s why we provide pre-approvals and home buying guides to clients within 4 hours of receiving a full application. This gives you and your Realtor partners confidence to get the deal done.

4 Hour Pre-Approvals

“They were very quick and professional. They closed our loan in about 1 week. I would definitely recommend TruLoan.”

Natasha W. | Realtor “Prompt, professional and efficient work throughout the transaction, communicative all the time of the steps being taken.”

21 Days Closings as standard, as fast as 8 days when needed.*

Christopher O. | Realtor “Brenda and her team are exceptional at finding solutions to get loans that others sometime overlook” Bob S. | Realtor

TruLoan Loan Officers sell with TruConfidence. Do You?

Our Agents choose TruLoan because they know they’ll close on time. *Limited to loan being ready for closing. Numerous factors outside of lender’s control may lengthen or cause significant delays to closing. Restrictions and Conditions Apply.

Tru Confidence We’re so confident in our process that if you follow it completely

WE GUARANTEE YOU’LL DOUBLE YOUR BUSINESS within six months.

*Ask for qualifying details.

Just how confident are we?

We’re so confident that if you don’t double your business in six months after earnestly following our process, we’ll pay you $10,000 for trying.

There’s no losing. Either you double your income or we pay you a $10,000 bonus. Ask us for details!

Tru Confidence Coaching Our proven coaching and mentorship program provides the tools to DOUBLE YOUR BUSINESS! It all starts with collaborative planning, goal setting and tracking.

Current

Goals

#

Leads/Mo

#

Closed Units/Mo #

$

Closed Volume $

#

Active Referral #

Agents

#

#

Weekly Talk-Tos # Weekly Agent

# %

Meetings

#

Conversion Rate %

To Achieve My Goals What I’ll stop doing to meet my goal:

1.

2.

What I’ll have my team do to meet my goal:

1.

2.

What I’ll do to meet my goal:

1.

2.

My Daily Success Plan

Call New Agents & Best Agents

Weekly Update Calls & Just Ask Calls

Call Past Clients & Use ABC Method

PAALs Calls & Agent Texts

Deliver Open House Kits

About Us TruLoan Mortgage was founded to create a lending experience that everyone involved will love.

With a fundamental belief that the American Dream of homeownership, including home financing should be a positive and enjoyable experience. We love working here and you will too, working with our team of experienced mortgage professionals.

What we do is residential mortgage finance, how we do it is with a delicate balance of great, personalized service and high tech, but why we do it is the reason we exist. Sure, we have a lot of loan programs to meet every need, sure we have highly competitive rates, but so do many others. Too many people report being stressed and worried through the home financing experience, which we find unnecessary. In fact, our entire existence is rooted in the fundamental belief that the lending experience can be great. At TruLoan Mortgage we deliver a lending experience you’ll love.

Daniel Jacobs

Brenda Jarvis

Matt Wise

Division Managing Director

Division Vice President

Branch Manager

TruLoan Founder

TruLoan Founder

TruLoan Founder Trainer/Coach

Lauren Mitchell Marketing Manager

Brandi Blunden Processing Manager

Bailey Holmes OnBoarding Specialist

Hablo Español

Hola!

Native Spanish Speaking

Hablemos!

Sales Support

Native Spanish Speaking

Operations Support

Te apoyamos.

Technology To Enhance, Not Replace, Relationships We know that having the best products isn’t enough. Having the right client-facing technology helps to enhance your relationships and whether you need to work in person, via phone, text, email or completely online, our tech stack enables you to work on your terms. This allows you to focus on what you do best, from desktop to laptop to mobile. Our platform is built with the confidence of high-tech automation you need to get the job done.

TruLoan Loan Officers sell with TruConfidence. Do You?

Nationwide

Lending Footprint Licensed in all 50 States, plus D.C. & Puerto Rico

Remember, here at TruLoan we believe in No Loan Left Behind.

*American Financial Network, Inc. is licensed in 50 states + the District of Columbia and Puerto Rico. Not all originators or branches are licensed in every state.

Licensing information for individual loan originators can be found by inputting the NMLS # listed below on www.nmlsconsumeraccess.org.

Award-Winning Marketing Team At Your Service Our Marketing Offering is one of the very best in the industry.

Our award-winning team of seasoned marketing, creative, and social media professionals is 100% focused on Branch Marketing Support. We are dedicated to providing our originators with the very best solutions and support possible. Our in-house design team offers custom creative development, including idea-storming, graphic design, copywriting and compliance review at no cost to you!

Company Paid CRM & Marketing Suite The CRM is integrated with Encompass and gives you access to all your contact details, scenarios, and marketing history. You can also manage/ track leads within the system, free of charge.

Three Year Loyalty Program Keeping relationships strong just got easier.

We provide our Loan Officers a 3 year loyalty campaign on every closed loan, free of charge, to help you keep in touch with your customers in a fun, interesting, and easy way.

Plus, you can co-brand with your Realtors to keep them in front of both of your clients!

On-Demand Marketing Library The library features marketing pieces, from multi-media campaigns to direct mail postcards. Each piece is customized for you and is already compliance approved.

Referral Partner Marketing We know your Referral Sources are the lifeblood of your business. Our Marketing team provides turnkey solutions that create opportunities to develop new and existing referral source relationships!

Websites for Loan Officers Every Loan Officer is provided a free website that is fully integrated with Encompass and features an easy way for borrowers to complete applications online via AFN’s SNAP app.

Websites include full 1003.

Co-Branded Marketing You’ll have access to on-demand co-brandable marketing materials, as well as co-marketing systems that help you find top referral partners, earn their trust, and form lasting relationships.

Everything You Need

To Stay Relevant On

Social Media

Social Media Support

Social Media Library

Content Creators Community

Our experienced marketing

The Social Media Library is fully

team is here to guide you

stocked with posts, videos, and

through the ever-changing

infographics to keep in touch

landscape of social media

with your clients and referral

and help you make the most

partners on social networks.

Top Producers, Marketing & Social Media Experts come together in this exclusive group. With Marketing support and guidance, plus special video resources to create personalized social media content.

of it.

Free Automated Social Media Let us do the work for you!

A free and easy social media platform that is available to Loan Officers to help manage your social media pages.

•

Generate More Leads

•

Stay Consistent on Social Media

•

Scheduled Posts

•

Opt-In Campaigns

Comprehensive Benefits Package We are dedicated to providing the highest level of customer service. We offer a full benefits package to fit both your current and future needs. With our online benefits access, it’s as easy as 1-2-3 to manage all your employee benefits.

Insurance

Payroll & Retirement

•

Medical/Dental/Vision Insurance

•

Automated Payroll

•

Life Insurance

•

Direct Deposit

•

Disability Insurance

•

401K Plan & Match Program

•

Flexible Spending Account

•

Medical Out-of-Pocket Expense

We pay commissions weekly!

Yes, you read that right, weekly! So, you will get paid the following Friday after a loan closes via direct deposit W2.

Join an Award-Winning Lender

TruTransitions Onboard with ease.

Everyone’s transition needs are different. With the experience of the TruLoan onboarding team we’ll craft a personalized transition plan for you.

The “No Loan Left Behind” mindset and the Lending Experience You’ll Love are guiding principles for all successful transitions.

Remember, we’re all about planning and problem solving and it starts with onboarding.

Referral Desk

Training, Mentorship & Support

Dedicated OnBoarding

Strategic License Transfer

Specialist

Planning

Business Planning

IT Launch Plan

Reimagine Your Future

What are your goals?

We’ll help you reach them.

Individual Producer Shared LOA/Pre-Approval Specialist Centralized Team Low Stress High Production

Team You! Dedicated LOA/Pre-Approval Specialist Team Lead To Support Your Sales Low Stress More Volume

Branch/Regional Manager Focus on Sales Strategy and Market Growth Dedicated Team Option to Grow a Region

Get in Touch!

704.464.0194 info@mytruloan.com www.truloanmortgage.com

TruLoan Mortgage, a division of American Financial Network, Inc. Corp NMLS: 237341 | Equal Opportunity Employer | For Industry Professionals Only Corporate: 10 Pointe Dr, Suite 330, Brea, CA 92821 This information is intended to assist Real Estate Brokers, Agents, and other Industry Professionals, and is not an advertisement for consumer credit as defined in 12 CFR 1026.2(a)(2). This information is not intended for consumers and may not be duplicated or disseminated to the public.