Jim Steel

Page 1

Customers may be shopping for price but they’ll leave remembering the process. In the financial lives of many of our customers, nothing is more important than homeownership. We are privileged to have the opportunity to participate in this process.

Please consider this your invitation to join our winning team at New American Funding! Steel Jim RegionalSteelManager

Jim

Thank you for considering New American Funding as your next home.

Attached you will find all the amazing and incredible things NAF can do not only for you as a Loan Consultant, but for your referral partners and for your clients. Commitment to great service is our passion and we strive to provide the highest level of customer service in the industry. We recognize that your success is our success and we hope you see that throughout this presentation. We will support you at every turn - from customized marketing to regionalized operations, we provide everything you need to create a smooth process and successful outcome for your clients.

ALL About Us

NAF 360

BETTER BUSINESS BUREAU PACIFIC SOUTHWEST

We live by the values of our NAF 360 company culture. We work hard, but never forget to treat and support one another like family. We team up with our coworkers to participate in charity drives, fun challenges and competitions. We remember to say thank you to those that help us every day, and offer a helping hand to someone new.

Leveraging technology and streamlined operations, they created a lending process that became highly efficient. Rick used his technical aptitude to design the New American Funding business model around time saving software, while Patty provided crucial in sight from her extensive mortgage background that ultimately brought the entire loan process in-house.

Family-owned, New American Funding is an inde pendent mortgage lender headquartered in Or ange County, California, that is dedicated to help ing other families and individuals improve their quality of living through home ownership. In 2003, founders Rick and Patty Arvielo combined their ex pertise to create a progressive business that quick ly grew from a 40-employee call center into a na tional mortgage banker and industry powerhouse.

Our Story

The company is a Fannie Mae, Freddie Mac, and Ginnie Mae direct lender, seller, and servicer that operates its own builder and real estate based lending divisions, as well as a large loan-servic ing unit. The company has achieved tremendous business success in a short time frame, and be lieves their family-like culture that emphasizes teamwork, unity, and fun is what sets them apart.

Her hands-on cultivation of a top-producing sales force that shared her passion for the communi ty and her drive to succeed enabled the com pany to achieve industry-leading loan closing times. Rick continued New American Funding’s forward momentum by capitalizing on his expan sive marketing knowledge to spearhead the de velopment of a state-of-the-art marketing divi sion and a full in-house production studio where cutting-edge video content is routinely created.

ALL About Great Lakes South Florida

The Great Lakes South Florida Region is almost like a company on its own. New American Funding understands that no two markets are the same. We are able to provide Loan Officers with their own local support staff that can maneuver the state you are in. We are backed and supported by the amazing family-owned lender that operates in California, but get the privilege of operating in the Great Lakes South Florida like your clients do. We call that a WIN-WIN!

GLSoFLo

We are the nation’s largest home loan company founded by a Latina, Co-founder and President, Patty Arvielo. We have dedicated ourselves to hiring Hispanic personnel with excellent professional ethics, and although 25% of our agents are Hispanic, our commitment goes even further. By 2024, we are committed to providing $25 billion in home loans to the Hispanic community.

The New American Dream initiative combines hard work, integrity, a team effort, and continuous learning to increase the rate of Black Homeownership in America. Our purpose is to provide racial equality and build consumer confidence through home buying ed ucation, accessibility to credit, and mortgage industry career op portunity awareness to Black communities.

New American Funding believes in supporting our Veterans and Active-duty Military. We take great pride in creating opportunities for Veterans and Active-duty personnel who selfless serve to protect our Nation. At New American Funding, we are committed to lending $12 billion in new mortgages to Veteran and Active-duty Military borrowers by 2024.

Our PromiseOur Promise to Make Homeonwership More Accesible

OF OUR 2020 BUSINESS WAS BLACK PURCHASE LOANS.

25%

MORE LENDING TO HISPANIC BORROWERS THAN THE INDUSTRY.

#1

NATIONAL VICE PRESIDENT, MULTICULTURALLENDINGCOMMUNITY

63%

THAN

OF OUR HOME LOANS ARE TO MINORITIES.

OF OUR WORKFORCE ARE MINORITIES.

MORE LENDING TO BLACK BORROWERS THAN THE INDUSTRY.

OF OUR WORKFORCE IS HISPANIC.

Charles Lowery

13%

23%

51%

LARGEST LATINA-OWNED MORTGAGE COMPANY IN THE U.S.

Frank Fuentes

POLICYDIRECTORRETAILNATIONALSALESOFLEGISLATIVE&EXTERNALAFFAIRS

LENDER TO HISPANICS. HIGHER ANY OTHER TOP 25 LENDER

85%

Accesible

45%

Sam Ellsworth SVP,

Tyler Peterson

Ingrid herds cats... well not really, but I am sure it feels like that some days! Ingrid ensures all loans her team process are done accurately and efficiently all while being interrupted on a semi-constant basis.

Processing and underwriting, is all done under our GLSoFlo roof, which means better control of the service experience. Our team provides efficient turn-times and embodies excellent communication skills.

PRODUCTS

PROCESSING MANAGER

We would actually like to rename Tyler and Randy to... “Area Production NINJAS”. I’m sure HR wouldn’t mind. Having two APMs on staff for the GLGC region changes the loan pipeline gamethey are completely dedicated to our Loan Officers and “efficiency” is their middle name.

YOUR Local Operations

I would make Zach your best friend ASAP. He is in charge of making sure loans fund accurately and on-time. He hustles hard on the back end to make it all happen for our LOs and we are so thankful he does!

SPECIALIZED SUPPORT THAT UNDERSTANDS THE LOCAL MARKET, AND BORROWERS!

Zach Reimringer

Ingrid Peterson

AREA PRODUCTION MANAGER

Ditto to Tyler. Randy Hammer

GLSoFlo SUPPORT

AREA PRODUCTION MANAGER

FUNDING MANAGER

Centralized support for loan level escalation:•Loanstructuring and qualification support • Credit challenge escalations • Prioritization and rushes for processing, underwriting and doc Dedicateddrawingpipeline management for timeliness, closing dates and lock periods. Transaction and pipeline management required by local markets. APM ROLE: TEAMWORK MAKES THE DREAM WORK!

Our Digital Marketing Coordinators are all a part of our GLSoFlo Marketing Team. They are here to support your marketing efforts to past, current and prospective clients and referral partners as well as act as an extension of you with your Realtors. Your Marketing Account Executives can meet with Realtors to show them how to market themselves and grow their business through co-branding with YOU. This ensures you keep and build stronger relationships with your referral partners.

Anything you can dream of - a NAF Marketing AE will be able to create! You can trust your MAE to take the marketing wheel - so you can focus on what you do best: closing deals.

Your Digital Marketing Coordinator is there to help you look good, to take care of the details, provide you with innovative and exciting ideas on a daily basis. They will help you brand your mortgage business and take it to the next level with their professional marketing skills.

OUR Digital Marketing Coordinators

Your Digital Marketing Coordinator can co-brand you on just about anything - from Single Property Websites to Rate Plug Flyers. These pieces are completely customizable and made from scratch.

“Focusing on technology and innovating tools for our loan officers and real estate partners to serveMillennials is a result of long-term planning, Creating a business model that promotes loan officers and theirpersonal brand, rather than corporate, is the approach we believe is best for serving consumers and for ourloan officers/partners.” ARVIELO, CEO

Hand your social media keys over. Your Digital Marketing Coordinator will be able to create & execute a custom social media strategy that not only gets people talking, but also generates leads. New graphics are ALWAYS in your inbox!

CO-BRAND

CRM

Your Digital Marketing Coordinator will help organize and coordinate events, promotions, mailings and various marketing campaigns AND create custom flyers, booklets and brochures that make YOU look good.

CREATE

- RICK

OUR

Your Digital Marketing Coordinator is an expert at our proprietary CRM that syncs with NAF’s loan operating system. They will help you set up milestone updates, customize the post close campaign, blast out emails and so much more!

Personalized Marketing

SOCIAL MEDIA

EMAILS&CAMPAIGNSDRIPMILESTONE

Our new closing card features a fold-out contact card displaying Loan Officer and real estate partner contact information.

CO-BRANDED CLOSING

CO-BRANDED MORTGAGE STATEMENTS

Keep the conversation going with beautiful greeting cards and drip emails.

OUR

Co-Branding

Professionally designed, drip campaigns and co-branded milestone e-mails are sent to your buyers at each of the stages in the loan process!

Hope you have a great Birthday! Hope you find time lots of time to relax!

Personalize and co-brand marketing materials in seconds

OUR Marketing Platform

Just a click of a button and “wah-la”!

All of our Loan Officers are equipped with personalized customizable websites, featuring a direct link to a 1003 form. LO’s can showcase testimonials, blogs and so much more!

Or just ask your GLSoFlo Marketing Team and they can customize it for you!

Personalize and co-brand marketing materials in seconds with our state of the art marketing portal.

OUR Videographer

Grow your business with cutting edge marketing with our in-house Videographer and Video Editor. They have the ability to produce and edit videos created JUST for you and your team.

GoGo LO

Provide your real estate partners with open house marketing materials, single property websites, a CRM, etc. It also allows Realtors the ability to track the progress of the loan and their client’s home search.

Giving Loan Officers quick access to their pipeline AND agent intelligence, a mortgage calculator, listings notifications, dial broadcast, property profiles and more!

RE Home Connect

Townify

Apps

OUR

Connects your borrowers with a local real estate agent. Through this streamlined process, you are able to incentivize the buyer with a special lender credit for closing costs and/or to buy down the rate.

We know how important your online reputation is - so we help you gain the trust of potential clients by sharing your past client’s positive experiences. All positive reviews are automatically posted on your personal NAF website and your personal and/or branch social media pages - helping you stand apart from your competition!

YOUR Online Reputation & Reviews AUTOMATICALLY SHARE POSITIVE REVIEWS WITH EXPERIENCE.COM

NEW American Approved HELP YOUR CLIENTS WIN IN MULTIPLE OFFERS!

YOUR Local Buyer Connect CONNECTING YOU TO THE FUTURE OF MORTGAGE REAL-TIME CONNECTIVITY YOU CAN OPT TO RECEIVE LIVE TRANSFERRED BORROWERS DIRECTLY TO YOUR PHONE AS A POTENTIAL LAYER OF BUSINESS TARGETED LEAD GENERATION GEOFENCING - CONNECTING YOU TO LOCAL LEADS FOR EASIER CONVERSIONS CREATES NEW OPPORTUNITIES BUSINESS YOU’RE NOT GOING TO GET FROM YOUR REALTOR PARTNERS 92% OF HOMEBUYERS DO ONLINE RESEARCH FIRST.

OUR Buyer Accepted Program Benefits BECOME A CASH BUYER GET YOUR OFFER LIVEINNEWCLOSEACCEPTEDONYOURHOMEFASTERSOMECASES,PAYLESSTHANTHEASKINGPRICEINYOURNEWHOMEBEFORESELLINGYOURCURRENTHOME Through this program, BUYER ACCEPTED will purchase your new buyer’s home with cash and sell it back to your buyer for the original purchase price plus a small 1.5% convenience fee - added to the purchase price of the home. It’s that easy! Requirements: 3% of the selling price as earnest money Loan Programs: Conventional: Min. credit score 620, 3% DP VA: Min. credit score 620, 0% DP

OUR People AT NEW AMERICAN FUNDING, WE BELIEVE IN ENJOYING EACH OTHER’S COMPANY WHILE WORKING HARD TO ACCOMPLISH EXTRAORDINARY RESULTS. 57%4,200OF OUR EMPLOYEES ARE WOMEN EMPLOYEESAMAZING OVER 45% OF OUR EMPLOYEES ARE MINORITIES

OUR Places Not Yet! Coming Soon! 167 49 LOCATIONS IN 32 STATES STATES WE FUND LOANS IN

22 OUR Branch Statistics DAYS NAF’S AVERAGE TIME FROM PURCHASE TOWECLOSECLOSE FASTER 49 DAYS INDUSTRY’S AVERAGE TIME FROM PURCHASE TO CLOSE

NMLSConsultant#1531037

Olivia Eggen

Cristina Payero

NMLSConsultant#533091

Olivia Eggen Loan

OUR Loan Officer’s Take

“I love working at NAF because of the support not only by OPS but by other LO’s who are an email away. We help each other excel and celebrate our accomplishments. NAF offers competitive products, low rates, and great marketing platforms, not only to us but to our realtor partners. In addition, we have an in-house customer service team that allows us to help our borrowers even after closing. I couldn’t ask for a better support family!”

Damon Mason Damon Mason Loan

Cristina Payero

“I came from a company that did not have the support or resources that I needed to grow my business and be successful as a LO. I knew exactly what I wanted when I was vetting new companies and I was not willing to waiver on those things. New American Funding checked all of the boxes that I was looking for.”

NMLSConsultant#309923

“After many years in the mortgage industry, I finally found a place that ensures the mortgage process is a great experience for everyone and follows through every step of the way. New American Funding also provides me the flexibility to work from my cell phone using the GoGo LO app as I am always on the go. In the end, New American Funding creates an environment to grow and succeed every day with their amazing systems and support.”

Loan

At New American Funding we put our people first. We take care of each other. We offer incredible support - not just to our clients and referral partners, but to those in our communities and everyone that works inside the NAF walls.

We want you to be a part of our GLSoFlo family.

We want you to grow your business with our hardworking team, innovative tools and niche product options.

We want you to succeed at New American Funding - we will support you every step of the way.

We want you to have a healthy work life balance and thrive in our culture. Best Regards, Join New American Funding and be a part of a mortgage family.

Jim Steel Jim RegionalSteelManager

BROKER SOLUTIONS INC. DBA NEW AMERICAN FUNDING IS AN EQUAL OPPORTUNITY EMPLOYER. WE BELIEVE IN DIVERSITY, EQUITY AND INCLUSION IN THE WORKPLACE; ACCORDINGLY, WE WELCOME APPLICATIONS FOR EMPLOYMENT FROM ALL QUALIFIED CANDIDATES, REGARDLESS OF RACE, COLOR, GENDER, NATIONAL ORIGIN, RELIGION, AGE, SEXUAL ORIENTATION, GENDER IDENTITY, GENDER EXPRESSION, GENETIC INFORMATION, INDIVIDUALS WITH DISABILITIES, PREGNANCY, MARITAL STATUS, STATUS AS A PROTECTED VETERAN OR ANY OTHER STATUS PROTECTED BY APPLICABLE LAW. BROKER SOLUTIONS INC. DBA NEW AMERICAN FUNDING. CORP OFFICE 14511 MYFORD ROAD, SUITE 100, TUSTIN, CA 92780

*BUYER ACCEPTED PROGRAM IS FULFILLED BY BUYER ACCEPTED LLC, AN AFFILIATED REAL ESTATE COMPANY OF NEW AMERICAN FUNDING THAT IS MANAGED AND OPERATED IN COMPLIANCE WITH APPLICABLE LEGAL AND REGULATORY REQUIREMENTS. BORROWER WILL RENT THE HOME AT THE MARKET RATE UNTIL THEIR NEW LOAN WITH NEW AMERICAN FUNDING CLOSES. 3% EARNEST MONEY MAY BE FORFEITED TO BUYER ACCEPTED LLC IF BORROWER DOES NOT PURCHASE THE HOME AFTER BUYER ACCEPTED HAS PURCHASED THE HOME ON BORROWER’S BEHALF IN CASH. NMLS #6606. WWW.NMLSCONSUMERACCESS.ORG. TERMS AND CONDITIONS APPLY. THIS IS NOT A LOAN COMMITMENT OR GUARANTEE OF ANY KIND. NOT AN OFFER FOR A RATE LOCK AGREEMENT UNDER MINNESOTA LAW. © NEW AMERICAN FUNDING. NEW AMERICAN AND NEW AMERICAN FUNDING ARE REGISTERED TRADEMARKS OF BROKER SOLUTIONS INC. DBA NEW AMERICAN FUNDING. ALL RIGHTS RESERVED. CORP OFFICE 14511 MYFORD RD, STE 100, TUSTIN, CA 92780. PH 800-450-2010. 5/2022

Turn static files into dynamic content formats.

Create a flipbook
Issuu converts static files into: digital portfolios, online yearbooks, online catalogs, digital photo albums and more. Sign up and create your flipbook.