Realtor Guide

guide

Success

ER

Partnering for

10

OUR COMMITMENT

Geneva Financial strives to deliver white glove service in all areas of the loan process. We have the tools to provide you and your borrower a unique humanized experience from start to finish.

PAGE 02

OUR PROMISE

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COMPANY HISTORY

PAGE 05

CORE VALUES

PAGE 07

OUR PRODUCTS

PAGE 09

OUR STRENGTH

PAGE 10

OUR COMMITMENT

TABLE OF CONTENTS

20

LO & AGENT COACHING

Your success is our success. Providing quality training and coaching for you and your real estate agents helps ensure the growth of your business.

PAGE 11

ADVANCED MARKETING

PAGE 13

GENEVA GO

PAGE 15

AGENT TOOLS

PAGE 17

MORE AGENT TOOLS

PAGE 19

LO & AGENT COACHING

PAGE 21

COMMUNITY IMPACT

@genevafihumans

Our

Promise Our mission at Geneva Financial is to approach every aspect of our business from the “inside-out”. With a culture-forward mind-set, we focus on our loan originators and support staff first in order to ensure an unbeatable experience for our customers and real estate partners.

Our Core Values were created as a daily

reminder to operate with the inside-out approach in mind. Core Value #1 is the backbone of all our Core Values, our mission and our brand vision…

BE HUMAN 2

From day one, Geneva Financial was built on a singular principle - take care of the employees first and foremost. The methodology behind this thought process revolves around the belief that if we focus primarily on providing an exceptional experience for our loan officers and operations staff, they will pass that experience on to our customers.

Company

History

OCT 2007

JUNE 2009

JAN 2019

APRIL 2019

Geneva Financial Established

Geneva opened its 1st Warehouse Line

Human® brand is born

GenevaGives launched

In an industry conditioned to follow “molds”, Geneva was boldly conceived during the onset of the housing crisis in 2007. “I knew the industry was changing.

The company I was working for was sold to a large bureaucratic entity and I found that I was no longer valued” says Aaron VanTrojen, CEO and founder of Geneva.

3

“After searching for new opportunities, I quickly realized that I was not going to find a company in this industry where I would feel valued or receive the compensation I was worth - so I built one” says VanTrojen.

A

lthough the company has evolved over the years, the founding principle has remained the same - take care of humans first and success will follow.

In recent years we took a close look at the industry and the trend toward complete automation of the homebuying process - a trend intent on minimizing the human experience.

Our response was to double-down on the human element, including a complete rebrand and approach summed up in one sentiment - Home Loans Powered By Humans® - powered by the humans in our

MAY 2019

DEC 2020

organization and powered by the humans we help achieve the dream of homeownership and financial security.

As we look forward, our aspirations as an

organization remain laser-focused on providing white glove service by continuing our commitment to our originators, operations staff and customers by serving through our core values.

Join us as we continue our revolution and journey into the future of mortgage origination.

FEB 2021

NOV 2021

46

Inaugural GenevaGives Hero Month

Hired our 700th team member

Ranked Top Mortgage Employer by National Mortgage Professional Magazine

Geneva opened its 46th state

human approach

4

CORE

VALUES

VISION

Our mission at Geneva Financial

is to approach every aspect of our business from the "inside-out".

With a culture-forward mind-set, we focus on our loan originators and support staff first in order to ensure an unbeatable experience for our customers.

Our Core Values were created

as a daily reminder to operate with the inside-out approach in mind.

Core Value #1 is the backbone of all our Core Values, our mission and our brand vision.

5

1 2

Be Human

At Geneva, technology is a valuable tool to execute an efficient and speedy process, but it takes a back seat to our TOP CORE VALUE: Always strive to humanize both the customer and employee experience.

Be Culture-Forward

Our belief is that the success of our family begins and ends with the energy generated by a culture that influences every action we take.

Through a supportive environment that embraces growth, diversity and empowerment, we invest daily in each other’s success.

3

Practice Trench Ethics

Built on the back of a “no waste” model from inception, our survival under any market condition is reliant on our ability to operate without layers. Rolled-up sleeves, open doors, accessible leaders and no man or woman too good to jump in the trenches ensures we can continue to provide for our customers and employees alike.

4 5 6

Be Interrupters

In an industry conditioned with a long history of "molds", Geneva Financial opened its doors during the onset of the housing crisis. By breaking the norms of conventional thinking, we thrived. Today we compete by continuing to interrupt an industry still comfortable in molds. "That's how it's always been done" is not in our vocabulary.

Create Advantage

At Geneva, we serve two equally important individuals: our valued customers and each other. In every decision, every transaction and every company initiative we ask one question of ourselves; “Is this advantageous for our employees and customers?”. Creating advantage is at the core of how we provide value and sustain relationships.

Be Deeply Authentic

Our leading Core Value revolves around humanizing experiences. It is only fitting that our final and anchoring value is the most “human” of challenges. True authenticity in business starts with unfiltered transparency and ends with the solutions, progress and growth that emerge. Striving for authenticity in everything we do helps ensure we can live and operate in all of our Core Values.

6

A

t Geneva Financial, we are committed to providing an expansive product offering for our real estate partner’s clients. Today’s homebuyer’s come with a complex and varied scenario profile - we are constantly expanding and improving our product portfolio to give you more options.

We are approved and setup for far too many products to list - this is a just sampling of our most utilized.

our

products 7

Conventional • No Overlays • HomeReady • HomeStyle Renovation • Chenoa DPA (Conforming) • Non-Owner: 10 Properties • Manufactured Homes

Commercial Aggressive and Competitive Commercial Financing Available

PURCHASE

Government • Limited Overlays • DPA Programs including Chenoa • Manual Underwrites • No DTI cap (per findings) • 203K • Manufactured Homes

Niche • DACA Loans • Jumbo Doctor Loan Program • Reverse Mortgages • Hard Money (Investment Only) • Bank Statement Loans • Non-QM Loans • Bridge Loans

Comprehensive training is provided and continuously updated for all products.

LOW RATES

VA LOANS

DPA

JUMBO TO $3MM RENO 4 PURCHASE

USDA

LOW FICO® OPTIONS

REVERSE

8

strength

our 9

271 50 14

271% growth in 2020

50% purchase volume in 2021

14+ years of serving humans

150 46

150+ branches across the nation

46 States & Counting!

our

commitment White Glove Human Service is priority #1 Technology will enhance, not replace the human experience Rapid Process - Close in as little as 10 days & Extensive Product Offering A "pick up the phone" and find the solution approach from support and management Constant communication throughout transaction process & beyond Quality support from operations professionals to help you provide an exceptional experience Open door culture and ease of access to leadership including CEO, COO and CMO

10

SMS Text Marketing

advanced

marketing

Open House Campaigns

11

Send text messages to your database

Opt-out compliance handled for you

Co-brand open house & listing flyers

Easily include scenarios with Optimal Blue integration Property websites with lead capture

Proprietary Campaigns

LO P la

Professionally written campaigns only available at Geneva Custom individual drip campaigns available

Post-close request for review sent with link to your review sites

Automated Review Capture

Intuitive Data

Lead Generation

FICO ALERTS Refi Rate Alerts MLS Listing Alerts

Lead funnel forms integrated into platform Zapier integration to feed your leads from vendors

e

Loan Milestones Loan Process Updates Post-close drip includes birthdays, holidays & mortgage anniversary

atfor

m

Automated Lead Nurture Instant trigger of a custom prospect nurturing campaign upon receiving a lead

Co-Brand flyers, postcards & social media on the go!

Direct mail from platform

Collateral

social media automation

12

Human-Friendly Homebuying™

WHAT IS GENEVAGO?

GenevaGO is our mobile mortgage application that allows you to be involved in each step of the loan process at the touch of your fingertips and gives you access to more tools for your clients.

Features: • Co-Branded with unlimited Agents at no cost • You can see real time loan status for the borrower • Add your home search IDX Link so borrowers have quick access • Share app with clients so then they can apply for a loan on the spot • Mortgage Calculator • View Loan Status • Print a pre-approval letter on demand (Less than 10 seconds!)

13

TAKE A LOOK. . . inside the app

CUSTOMER DASHBOARD

CALCULATOR

PRE-APPROVAL LETTER ON DEMAND 14

agent

tools

with

Geneva Financial

Resources to help our Real Estate Partners stay top of mind with their clients for the life of the loan

FOR LIFE

FOR LIFE

Digital Post-Close Email Campaign

Birthday Email Campaign

FOR LIFE

Holiday Email Campaign

BEYOND THE LOAN PROCESS Geneva is dedicated to helping your agents nurture client relationships with consistent co-branded marketing during the loan process and for the life of the loan. You will be sure to stay top of mind with all of your clients.

R LISTINGS TAKE YOU T LEVEL TO THE NEXWebsites erty

Single Prop

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site to Faceb click!

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- Demographic - Taxes etc.

- Cost of Living, comparisons loan and • Payment images • Property tool mapping g • Super useful for showin scheduling automated • One-click capture and ign with lead drip campa co-branded AVENUE 1585 NW ITHACA HOME Bend OR 97703

of Bend's westside home in the heart modern single-level located near restaurants Amazing mid century Pines. Conveniently remodeled throughout mature Ponderosa nestled amongst maintained and tastefully floors all through the trails. Incredibly light. Hardwood shops parks and and tile and abundant natural solid surface counters and tile with modern finishes stainless steel appliances surface counters home. Kitchen featureswith freestanding fireplace. Solid in Master. room with tile shower backsplash. Great floors in both bathrooms

A WONDERFUL$638,500

A WONDERFUL HOME NW Ithaca Avenue WONDERFUL A1585 Bend OR 97703 4 Beds / 1.5 Baths / 1648 SF HOME MLS 201909608

$638,500 $638,500

Year VA 30 Fixed FHA 30 30 Year Fixed 0% 30 Conventional 3.5% $0 Year Fixed Conventional 5% $22,348 $652,228 Year Fixed $626,935 4.500% $31,925 3% Programs 4.500% 4.589% % $606,575 $19,155 Payment 5.327% $3,305 4.625% Down $619,345 Payment $3,177 $215 5.119% Down 4.625% $215 Amount $160 $3,119 Loan 5.238% Rate $160 $0 $215 $3,184 Interest $0 $436 $160 $215 APR & Interest $0 $222 $3,680 $160 Principal Taxes $0 $3,988 $5,500 $294 Real Estate Insurance $3,800 $1,930 $3,716 $0 Hazard $1,940 $7,430 $5,500 MI/PMI $3,853 $28,087 $2,340 Condo/Coop/HOA $5,500 time.

Mo. Payment at any $39,764 $2,221 Total Costs to change Closing Expenses $26,875 and subject Pre-Paid estimates to Close figures are Cierra Dootson Cash All

Loan

Avenue Ithaca 1585 NW OR 97703 SF Bend Baths / 1648 / 1.5 4 Beds MLS 201909608

Cierra Dootson qualification information and Zukas Nicole for payment Reach outDigital Manager Brand Director

Digital Brand Director Dootson Office: (480) 368-2009 Cierra Director Cell: (480) 203-0305 Brand 368-2009 Digital cierra@genevafi.net (480) Office: (480) 203-0305 http://Genevafi.com Cell: LLC Geneva Financial cierra@genevafi.net Suite 105 3155 S. Price Road LLC http://Genevafi.com Financial 105 Chandler, AZ 85248 Suite Geneva Road Price AZ 85248 3155 S. Chandler,

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Nicole Zukas Branch Manager Office: (503) 380-5626 NZukas@GenevaFi.com Geneva Financial Ste 105 1001 SW Disk Dr Bend, OR 97702

Nicole Zukas Branch Manager Office: (503) 380-5626 NZukas@GenevaFi.com Geneva Financial 1001 SW Disk Dr Ste 105 Bend, OR 97702

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• And more!

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15

1585 NW ITHACA AVEN FUL HOME UE $638,500 Bend OR 97703

A WONDER

Amazing mid century modern single-level home in the nestled amongst mature Ponderosa Pines. Convenientlyheart of Bend's westside shops parks and trails. located near restaurants Incredibly maintained and tastefully remodeled throughout with modern finishes and abundant natural light.

Hardwood floors all through home. Kitchen features stainless steel appliances the solid surface counters and backsplash. Great room with freestanding fireplace. tile Solid surface counters floors in both bathrooms and tile with tile shower in Master.

A WONDE

RFUL HO ME 5 NW Itha A158WON ca Avenue UL Bend ORDERF 97703 4 Beds / 1.5 Bath HOM s / 1648 E SF MLS 20190960 8

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Pre-Paid Expens $26,875 to change at and subject es Cash to Close estimat All figures are s

Single Property Websites • One-click open house flyers

• Community details buyers want: - Commute - Average Income - Demographics - Taxes - Cost of Living, etc.

Loan Program

$638,500 $638,500

Conventional Year Fixed 3% $19,155 $619,345

n Cierra Dootso Director Digital Brand 368-2009 Office: (480) 05 Cell: (480) 203-03 fi.net cierra@geneva fi.com http://Geneva LLC ial Geneva Financ 105 Road Suite 3155 S. Price 85248 Chandler, AZ

Cierra Dootson Digital Brand Director Office: (480) 368-2009 Cell: (480) 203-0305 cierra@genevafi.net http://Genevafi.com Geneva Financial LLC 3155 S. Price Road Suite 105 Chandler, AZ 85248

a Avenue 1585 NW Ithac 3 Bend OR 9770 / 1648 SF Baths 4 Beds / 1.5 MLS 201909608

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Nicole Zukas Branch Manager Office: (503) 380-5626 NZukas@GenevaFi.com Geneva Financial 1001 SW Disk Dr Ste 105 Bend, OR 97702

Nicole Zuka s Branc Office: (503)h Manager 380-5626 NZukas@G enevaFi.co Geneva Finan m 1001 SW Disk Dr Ste cial 105 Bend, OR 97702

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• Payment and loan comparisons • Property images

• Super useful mapping tool

• One-click scheduling for showing with lead capture and automated co-branded drip campaign • And more!

16

Let’s build

your business together

GENEVA STRIVES to deliver white glove service to all clients and business partners alike. Working with us grants you access to a robust offering of resources and tools to help build your business.

We have an extremely innovative customer data platform that allows us to consistently stay in contact with our clients and nurture those relationships for the life of the loan.

and

more

Personalized Co-Branded Print Campaigns

Why Buy with Us? #1 Largest locally-owned real estate firm in Oregon/SW Washington

Top 50 Fastest-growing private companies as ranked by Portland Business Journal in 2015-2018

• Co-branded postcards, flyers, and promotions to promote your brand, services and expertise

1000 Home to more than 1000 agents since forming in 2009

$2.5B Over $2.5 billion in annual sales

ions Today!

Find Out Your Opt rams Offered

Prog

• FHA • VA

• USDA • Refinance

• Door hangers to build your brand

• Down P ayment rams Assistance Prog

• Convential premierepropertygroup.com ebuyers • First-Time Hom

5

Amanda Lopez NMLS #1244840

Ste. 105 3155 S. Price Rd. 8 Chandler, AZ 8524

602-618-2268 Fi.com ALopez@Geneva

CALL NOW TO GET PRE-QUALIFIED

qualifications, subject to borrower loan. Loans are meet LTV ent to make a in the home to n, sufficient equity subject to This is not a commitm . Approvals are property evaluatio subject to including income, final credit approval s. Approvals are refinances, and s. Geneva and program guideline requirements for s, interest rates, and market conditionFederal underwriting guideline based on applicant’s eligibility HUD/FHA or the notice but the the direction of change without FHA programs behalf of or at in on te acting participa not directly approved to Financial LLC is Financial LLC is LLC are not coming ity Lender Government. Geneva performed by Geneva Financial Equal Opportun LLC #42056 is an products and services AZ#0910215 Geneva Financial Chandler, AZ 85248. from HUD or FHA. 3155 S. Price Rd Lender. and Equal Housing

Corrine Kohls

Mortgage Loan Officer | NMLS #1641470

(520) 350-5193 CKohls@genevafi.com genevafi.com/corrine-kohls

REASONS TO OWN INSTEAD Chance Miles OF RENT

ez Contact me today manda-lopto find out how I can help you.

genevafi.com/a

REALTOR®

307-660-4

204 1. Housing Is Typically the One Chance@ppg acquisitions.com Leveraged Investment Available 2. You’re Paying for Housing Whether You Own or Rent 3. Owning Is Usually a Form of “Forced Savings” 4. Owning Is a Hedge Against Inflation 5. There Are Still Substantial Tax Benefits to Owning

Brian Petersheim REALTOR®, ABR, CNE

(602)206-9644 www.MaricopaNewHomes.Net

This is not a commitment to make a loan. Loans are subject to borrower qualifications, including income, property evaluation, sufficient equity in the home to meet LTV requirements for refinances, and final credit approval. Approvals are subject to underwriting guidelines, interest rates, and program guidelines. Approvals are subject to change without notice based on applicant’s eligibility and market conditions. Geneva Financial LLC is not acting on behalf of or at the direction of HUD/FHA or the Federal Government. Geneva Financial LLC is approved to participate in FHA programs but the products and services performed by Geneva Financial LLC are not coming directly from HUD or FHA. Geneva Financial LLC #42056 is an Equal Opportunity Lender and Equal Housing Lender. 3155 S. Price Rd Chandler, AZ 85248. AZ#0910215

17

Co-Branded Digital Campaigns Co-Branded Home Value Site

• Email marketing • Co-branded home value site for potential clients to see what their home is worth.

• The Data Report is researched using 64 public record data points and provides recent sales in the general market area, neighborhood information and analysis of the subject property.

• Lead campaigns • Co-branded digital campaigns for a variety of buyers • In-process and post-close communications

Listing Marketing Materials

• Custom co-branded property website.

• Comprehensive listing website with recent sales, area statistics, loan payment calculator, lead capture and loan pricing.

• Open house digital sign in capabilities.

• Open house flyers for print and social media with QR codes.

18

Y

our success is our success. Providing quality training and coaching for you and your real estate agents helps ensure the growth of your business.

Ongoing web sessions help you build your business through bite-sized easy to execute modules developed specifically to fill your pipeline months in advance.

Live Zoom trainings for agents help you stay engaged with business partners through follow-up checks you can execute to assist them in reaching their goals.

LO & AGENT

coachin

19

SALES STRATEGIES

MARKETING PLANS

SOCIAL MEDIA

ONLINE VISIBILITY

HYBRID FARMING

VIDEO STRATEGIES

and more!

Real Estate Agent Planners branded to you with supporting classes also available!

ing Social Med

ia & Marke

#forreales

ting Plann

tateprofess

er

ionals

20

Com GIVIN G

B A C K

im

Geneva Financial gives back through our ongoing Geneva Gives initiative by assisting Loan Officers who wish to make impact in their local communities.

The Annual Geneva Gives "Hero of the Year" campaign recognizes Americans in hero designations including police, first responders, teachers, nurses and more.

Every year nominations are accepted in each category and our chosen Hero of the Year is presented with a grant towards their cause funded through year-long campaigns.

21

GenevaGives.com

mmunity

mpact “That’s our philosophy, be a good human, first and foremost, you can’t take advantage of people or put people in bad positions if you’re being a good human”.

- Aaron VanTrojen CEO Geneva Financial

22

Copyright©2022 Geneva Financial, LLC, NMLS #42056 This is not a commitment to make a loan. Loans are subject to borrower qualifications, including income, property evaluation, sufficient equity in the home to meet LTV requirements for refinances, and final credit approval. Not all applicants will qualify. Approvals are subject to underwriting guidelines, interest rates, and program guidelines. Approvals are subject to change without notice based on applicant’s eligibility and market conditions. Geneva Financial LLC is not acting on behalf of or at the direction of HUD/FHA or the Federal Government. Geneva Financial LLC is approved to participate in FHA programs but the products and services performed by Geneva Financial LLC are not coming directly from HUD or FHA. Geneva Financial LLC NMLS #42056 is an Equal Opportunity Lender and Equal Housing Lender. 180 S. Arizona Ave., Ste. 310 Chandler, AZ 85225. 1-888-889-0009. AZ BK #0910215