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VIVA LA VIDA

MSF FAMILY.

February 2017

CONTENTS

•• •• •• •• •• •• •• •• ••

Founder’s Message Viva la Mexico The Excellent Pain of Growth Welcome to the Team February Birthdays February & March Anniversaries Employees of the Month January 2017 Top Producers 2016 Shining Stars

A newsletter brought to you by Mortgage Solutions Financial for internal company use only and is not to be distributed to the general public. © 2016. All rights reserved.


FOUNDER’S MESSAGE Anyone who went to Mexico with us will tell you it was a resounding success and a lot of fun. The hotel was great and weather even better. Aside from a few minor injuries everybody returned unscathed. I want to thank you again for all of your hard work in 2016. At the awards banquet in Mexico I announced the target for 2017: $2 Billion in production. This is achievable, and actually mirrors the projections from retail and wholesale. We are well on our way, so keep your passports current. All the award winners will be listed on the following pages. Please join me in congratulating them for a job very well done. Diane and I enjoyed Roy Clennan, Founder our time in Mexico, particularly being able to meet the spouses. I want to once again thank all the people who helped in the preparations for the trip, including Jessica, Alex, Jennifer, and Dawn. Everything was flawless, largely due to their efforts. Again, thanks for a magnificent 2016.

February 2017


“I want to thank you again for all of your hard work in 2016.” – Roy Clennan

Roy and Diane Clennan page 3


VIVA

LA February 2017


O C I X E M page 5


THE EXCELLENT PAIN OF

February 2017


We all know what a year of significant change we experienced in 2016. It was overwhelmingly good, both for us as team members in the company and for the company as a whole. We broke sales and profitability records and expanded our capacity. 2017 will also be good, but different. It will be different not because we’ve “arrived,” but because the rate of change is going to be bigger and faster. What we did last year enables us to be ready for what we’re going to do this year. We have to have different expectations than we did in 2016. Expectation management is essential. It affects our preparation, and how we react. Here’s the truth: we will encounter new stresses to our procedures and systems this year, and we will have to find new ways of doing things.

Rob McConnell, CEO

Think about it this way, if you were going to build three cars, how would you set up your assembly process? Now, how would you do it if you were tasked with building 100,000 cars? You wouldn’t do it the same way. In 2017, we’re going to see a significant expansion in production; it’s very realistic (depending on some market conditions) that we will fund $2 Billion in loans. To do that, we’re bringing on 8-10 new retail branches, which could mean as many as 70-90 new employees in sales. We’ve never, ever onboarded that number of sales types in a year. It will stress our resources. It will necessitate doing some things in new ways. We may need additional resources in other areas to do it right. Here’s the point. Expect some pain. Expect some bumps in the road. Expect that we may have to redeploy and retrain a few people to handle the volume. That’s normal. But we have the values and the culture to do it. What isn’t acceptable is doing a sloppy job, lowering our standards, or mistreating people because somehow the end justifies the means. Companies that do that may make the short-term goal, but they inevitably slide backwards. Just know up front that there will be times when you’re going to feel pain this year, and your instinct will be to say, “We just don’t do things this way.” When that happens, focus on the business problem, and not the person bringing it to you.

It will be painful at times, but as long as we stay flexible and keep our values, it’ll merely be the pain of growth. And that can make us excellent.

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WELCOME TO THE TEAM! DECEMBER 2016 NEW HIRES Bernie Abraham-Keane Post Closer

Home-Based, TX

Jasmine Waddell

Disclosure Specialist

Colorado Springs, CO

Gabriel Ruiz

Underwriter I

Greenwood Village, CO

Averil Billings

Administrative Assistant

Lake Oswego, OR

David Tekavek

Loan Officer Assistant

Pueblo, CO

Jayne Connell

Account Executive

Home-Based, NJ

Amorena Baca

Underwriter I

Greenwood Village, CO

Brandon Dwyer Director Of Business Development Colorado Springs, CO

Mital Parikh

Underwriter I

Greenwood Village, CO

Jan Hale

Karen Totaro

Regional Manager

Home-Based, NC

Sales Manager

Brentwood, TN

JANUARY 2017 NEW HIRES Wendy Lube

Funder

Colorado Springs, CO

Jennifer Certain

Underwriter I

Greenwood Village, CO

John Williams III

Branch Manager

Chattanooga, TN

Casey Tipton

Loan Officer

Addison, TX

Tabitha Cesarano

Loan Officer

Tacoma, WA

James Jopio

Director Secondary Marketing Colorado Springs, CO

Gene Stevens

Loan Officer

Brentwood, TN

Loraine Woolgar Regional Sales Manager Wholesale Home-Based, CA

Patience Romero

Administrative Assistant

Pueblo, CO

Brandy Teague

Loan Officer

Chattanooga, TN

Kenny Drescher

Loan Officer

Victorville, CA

Sundhya Solanki

Loan Officer

Colorado Springs, CO

Stephen Hanson

Processor

Greenwood Village, CO

Debra Stewart

Customer Account Manager Colorado Springs, CO

Belinda Bentley

Processor

Greenwood Village, CO

Raymond Cornwell

Branch Manager

Lake Oswego, OR

February 2017


February Nicole Lopez 1-Feb. Keali’i Stewart 1-Feb. Linda Jackson 2-Feb. Jennie McGuckian 3-Feb. Deborah Wasechek 5-Feb. Mariana Wagner 6-Feb. Kelsey Ruger 7-Feb. Mike Hernandez 8-Feb. Melissa Rhymer 9-Feb. Caitlin Smith 9-Feb. Bonita Snyder 13-Feb. Christina Allen 15-Feb. Lydia Castrellon 15-Feb. Stephanie Eiler 16-Feb. Brian Simon 16-Feb. Gabriela Bowden 18-Feb. Kelse Hanson 19-Feb.

Colorado Springs, CO Tacoma, WA Pueblo, CO Colorado Springs, CO Home-Based, CO Colorado Springs, CO Colorado Springs, CO Colorado Springs, CO Kansas City, MO Colorado Springs, CO Colorado Springs, CO Colorado Springs, CO Victorville, CA Colorado Springs, CO Columbia, SC Colorado Springs, CO Colorado Springs, CO

Mital Parikh Deb Stewart Michael Clennan Angela McNeil Kenny Drescher Mike Wells Ashley Bogart Dana Kingston Wendy Lube Chris Redlinger Rob Garretson Stephanie Brower

19-Feb. 19-Feb. 19-Feb. 20-Feb. 23-Feb. 23-Feb. 25-Feb. 25-Feb. 26-Feb. 26-Feb. 27-Feb. 28-Feb.

Greenwood Village, CO Colorado Springs, CO Colorado Springs, CO Greenwood Village, CO Victorville, CA Farmington, NM Colorado Springs, CO Brentwood, TN Colorado Springs, CO Home-Based, CO Tacoma, WA Home-Based, CO

Kelsey Ruger Linda Taggart Nolan Johnson Terry Christison Sarah Stansberry Devon Lukenbill

1 year 1 year 1 year 1 year 1 year 1 year

Colorado Springs, CO Home-Based, PA Colorado Springs, CO Brentwood, TN Anchorage, AK Colorado Springs, CO

Barb Hodges Caleb Dennison Angie Stuart Rosie Hull Jennifer Murphy Mariana Wagner Alyssa Hardwick Nathan Scheetz

2 years 2 years 2 years 2 years 1 year 1 year 1 year 1 year

Colorado Springs, CO Colorado Springs, CO Home-Based, TX Colorado Springs, CO Farmington, NM Colorado Springs, CO Colorado Springs, CO Colorado Springs, CO

February Josh Collins Chris Redlinger Kara O’Brien Ray Kovalesky Audrey Salazar Rick Mccreadie Katherine Smith

7 years 4 years 4 years 3 years 3 years 2 years 2 years

Colorado Springs, CO Home-Based, CO Colorado Springs, CO Wheeling, WV Home-Based, CO Brentwood, TN Colorado Springs, CO

March Rebecca Critelli Jessie Ermel Michelle Kohout Jesse Lopez Kacey Maldonado Jeff Bennett Charisse Teahan Jaraldine Carter Ashley Albers

9 years 7 years 7 years 6 years 4 years 4 years 4 years 2 years 2 years

Home-Based, CA Colorado Springs, CO Home-Based, CO Colorado Springs, CO Colorado Springs, CO Colorado Springs, CO Farmington, NM Colorado Springs, CO Pueblo, CO

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DECEMBER 2016

EMPLOYEE

OF THE MONTH Stephanie Brower - Processing Team Lead I am honored to receive this award. I have been with Mortgage Solutions Financial for five years now. I am married to my high school sweetheart going on 15 years. We have three phenomenal children: Kira eleven, Creed nine, and Brinley four. My kids keep me busy when I am not working. In my spare time, I enjoy traveling and spending time with friends and extended family.

JANUARY 2017

EMPLOYEE

OF THE MONTH DaCarla Wilson - CAM Team Lead I studied architecture, then I wanted to be a doctor, but I hate germs so that wasn’t going to work out. Then I decided I wanted to be a teacher – I’m good at it, and if not, someone’s kids are going to have an interesting teacher. I enjoy sculpting and painting. I like to drown in pools since I can’t swim but it’s the effort that counts. Work wise, most days I start my morning with James Brown “Super Bad” you know because I got it and what not; this includes timed church claps. Then I make hot chocolate... shake up the whipped cream and give myself extra... because I got it. Then I go to my office, start up my computer, wiggle my fingers for exactly 1.5 minutes, and practice smiling through the phone. For the rest of the work day I am my crazy self which can be seen in my emails, pings, and phone calls. Through all of my craziness, my number one concern is my team and how sane they would like to think I am. They truly can whole-heartedly agree that I am not sane but I love them and they are mine... I have joint custody with Jessica. For the two years that I have worked with this company, I have never received this award and I am sprinkles and golden bananas over it and very happy to know that I was recognized. I believe in the spirit of WE. I am happy to know that I have successfully delivered on what my resume said I would. Thank you to everyone who voted for me. I don’t cry every day, but when I do... it’s because I got Employee of the Month. Let’s get Sponge Bobby with this – I need a whole wall now. On to my next challenge: Manager of the Quarter. Just saying you can spell my name DACARLA space WILSON on your next vote. Love y’all! THANK YOU AGAIN! :)

February 2017


JANUARY 2017 TOP PRODUCERS January 2017 Retail Top Producers

January 2017 Wholesale TPO Top Producers

UNITS:

VOLUME:

UNITS:

VOLUME:

Michael DeMorato

Michael DeMorato

Reyne Franco

Reyne Franco

Marc Guile

Marc Guile

Jerry Brannon

Jerry Brannon

Robert Stern

Robert Stern

Jason Pollak

Jason Pollak

Darren Pantleo

Kristin Roy

Kristin Roy

Darren Pantleo

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Congratulations to our

2016 SHINING STARS

February 2017


2016 EMPLOYEES OF THE QUARTER

Quarter 1 – Jeff Bennett

Quarter 2 – Derrick Nelson

Quarter 3 – Sonia Medina

Quarter 4 – Brig Coupe

2016 QUARTERLY TOP PRODUCERS Wholesale

Retail

Quarter 1 – Audrey Salazar, Mitzi Orlanes, Elsa Sanchez

Quarter 1 - Marc Guile, Leanna Porch, J.D. Peck

Quarter 2 – Richard Eampietro, Jon Tulien, Mitzi Orlanes

Quarter 2 - J.D. Peck, Marc Guile, Steven Studley

Quarter 3 – G  ary Saidens, Reyne Franco, Richard Eampietro

Quarter 3 - Marc Guile, J.D. Peck, Leanna Porch

Quarter 4 – Reyne Franco, Richard Eampietro, Jon Tulien

Quarter 4 - Marc Guile, J.D. Peck, Darren Pantleo

2016 Top Wholesale Producer - Richard Eampietro

2016 Top Retail Producer - Marc Guile

2016 EMPLOYEE OF THE YEAR – DERRICK NELSON WOW... Employee of the Year! I was completely shocked to hear Roy say my name for this award as there are A LOT of people that I know go above and beyond every day for our borrowers. As I look back on my time with MSF there are a lot of people that helped me along the way. Not sure if it’s appropriate but I want to take a moment to thank them. When I first started at MSF I had no real management experience and regularly left the office thinking that I was not the right fit for this job as I did not see the progress I wanted. Whenever that occurred my manager, Jesse Lopez, would pull me back in and would show me that we were making progress and got me back on track. Jesse and I didn’t always see eye-to-eye on things but I consider him a mentor and appreciate all he has taught me. Last year the Processors moved over from Sales to Ops. As I always like to say the only constant in mortgage is change and with this change I was worried that the relationship I had with my now manager would be different from my previous manager but Kaya Chavez pulled me right into the Ops team, figured out what my strengths and weaknesses were and began putting me in the best position for me to be successful. I appreciate all you have done to teach me and look forward to MANY

successful years working together. I also want to thank the Sales Team, the UW Team and the Funding team as I cannot tell you how many times we have run to them asking them for a favor, rush or clarification on many loans. And lastly, I want to thank my Processing Team as they are the reason for this award. You are amazing!! You take each challenge as it comes without complaint. You drive every day to be the best you can be and I appreciate all you do! Being in the mortgage business is not easy... there are highs and there are lows but it can also be very rewarding. Since being here at MSF I have seen EVERYONE do EVERYTHING morally and ethically possible to close loans. Not because we are told to do it but because we KNOW that there is a family behind everything we do. A family that needs us to be the best we can be to make the next part of their lives better! This is why we do what we do and I am grateful to part of this MSF family and know that as we continue to work together we will continue to do amazing things including funding 2 billion in 2017!

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A newsletter brought to you by Mortgage Solutions Financial for internal company use only and is not to be distributed to the general public. Š 2017. All rights reserved.

February 2017

MSF Mortgage Minute FEBRUARY 2017 NEWSLETTER  

Mortgage Solutions Financial – Mortgage Minute Employee newsletter – February 2017

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