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ABOUT US Synergy One Lending is committed to building a world-class organization dedicated to its customers and employees. Founded by a proven executive team with an extensive history in the mortgage industry, we understand what it takes to navigate the ever-changing landscape and keep you ahead of your competition.


C O R E VA LU E S

1 2 3 4

INTEGRITY: We strive to always do the right thing, even when no one is watching.

LOYALTY: We must first demonstrate our loyalty before we can expect it from our employees and customers.

DILIGENCE: We care about our customers, employees and our industry. We work diligently every day to make a positive impact on all three.

COMPASSION: Giving back is part of our DNA and we proudly support a number of charitable causes.


I have been in the mortgage industry since 2004. I have worked for big and small companies throughout my career. Synergy One is a place that I can call home and focus on building my business. The support and leadership in the company is what I need so I can provide the best customer service to my client and business partners.

KENNY SIMPSON | PARTNER BRANCH MANAGER


HIGHLIGHT INITIATIVES Dedicated Realtor, Financial Advisor and Builder models Proven blueprints to help you build, grow and achieve a sustainable self-sourced business Channel leaders dedicated to provide ongoing mentoring Ongoing webinars led by industry leaders you can leverage with your referral network “SalesEngine“ CRM database management system “Synergy Synx” exclusive Realtor/Builder Homebuyer incubator


ADVANTAGE

S1L

EARN EQUITY IN THE COMPANY Top Producers have the opportunity to earn stock Earn Equity in the company that you help build Be a Partner and an employee


I joined Synergy in August of 2012. What attracted me was the family feel to the company and the opportunity to contribute and grow together. Ownership has wholeheartedly supported the development of my sales team and the CORE business model.

JAMES CARMODY | PARTNER BRANCH MANAGER


HOW WE WORK Meet Your New Best Friends...

PROCE S S ING In-branch and/or corporate assigned processor. We have the resources to supplement branch processing when needed.

E EN COM PASS

D I SCLOSURES

Industry leader LOS. Company provided training for your team.

In house disclosure team for speed and compliance. Let us worry about getting accurate disclosures out quickly.


U N DERWR ITING Since we hire only the best, you can be sure we will treat your file with love and attentive care throughout this very important part of your transaction. We will satisfy any remaining conditions to your final approval as quickly as possible to get you to the closing table.

CLEA R TO CLOS E Time for a happy dance. We are now ready to get you to the closing table by preparing your final loan documents. Thanks to our awesome teamwork, you will have a smooth and consistent closing experience.

Celebrate!

When you're happy, we're happy. Congratulations on a successful transaction. Your loan is funded. Here's to our new and lasting partnership!


NURTURE CAMPAIGNS

Automated B2B and direct to consumer electronic and drip mail campaigns designed to keep you in front of your customers and referral partners.

SALES TRAINING CORPORATE SPONSORSHIP

Corporate training and local leadership provides sales coaching with the benefit of ongoing personal development and skill building to keep you ahead of your competition.

Synergy One Lending is committed to contributing and investing in strategic relationships to create national visibility for you with your local referral partners.


Rates, turn-times, and commission splits matter. But they don’t matter if you are not doing any business. If you move companies, it should be more than just a lateral move. Synergy One doesn’t just provide the loan products, rates, and comp structures. The company provides the unique and out of the box tools necessary to foster the entrepreneurial spirit in originators, and help grow their businesses as big as they want to grow.

DANIEL LEHMAN | PARTNER BRANCH MANAGER


COMPETITIVE PRODUCT OFFERINGS

A full compliment of competitively priced programs for your borrowers to choose from including multiple options for conventional, government (FHA-VA), high balance and jumbo financing.

NICHE PROGRAMS Corporate Expertise in the HECM (Reverse Mortgage) product. [Top 10 nationally ranked lender] Non-prime lending and bank statement loan programs. Strategic Wall Street capital partner of Synergy One is an experienced product developer/innovator.


MARKETING Synergy Social - Personalized, turn-key social media solution for Facebook, Twitter, and Linkedin S1L Online Store - Customized swag on demand S1L Marketing Department - Custom designed marketing collateral Synergy One Tools - Turn-key marketing flyers, digital, HTML or print S1L landing page/Encompass (LOS system) web-page “Synergy Synx” - Exclusive Realtor/Builder Homebuyer incubator

TECHNOLOGY The Hub - Synergy One Lending’s proprietary intranet SalesEngine - Industry specific CRM designed for the high level mortgage professional Encompass - Industry leader


COMPENSATION

PACKAGE


COMPENSATION

CONCIERGE DESK

Synergy One Lending provides a well-rounded

This service allows you to refer forward

compensation package. Our compensation

and reverse loans nationally.

structure allows you to make agnostic decisions that align you with your customers..

PRESIDENTS CLUB

EQUITY PLAN

We recognize our best and brightest with an

To be discussed in person during your on-site visit.

annual trip. This exclusive event allows you and a guest to spend quality time with your colleagues at various exclusive resorts.

BENEFITS Medical / Dental / Vision / Life / AD&D / LTD 401K Employee referral bonus


OPERATIONAL EXCELLENCE

Synergy One Lending has one of the most tenured fulfillment teams in the industry. We understand the importance of a strong partnership between Sales and Fulfillment and are aware of what happens when that objective is not achieved. Our philosophy is simple – we have three clients. The first client is our loan officer. Our second client is our borrower. Our third client is your referral partner. We know who we serve, and this results in high loan officer and customer satisfaction at Synergy One Lending.


PROCESSING In branch and/or corporate assigned processor

DEDICATED REVERSE MORTGAGE EXPERTISE

Repeatable touch points

Mortgage loan officer training

East coast and west coast presence

Mortgage loan certification course

UNDERWRITING

INTERNAL CONDO TEAM

Direct access to UWs

Dedicated in house team to get your condo’s FHA approved.

Access to desktop underwriter Pre-approvals Scenario/customer service desk


I’ve been with Synergy One since its inception and have enjoyed watching it grow to where we are today. It’s good to work for a company that has such strong core values and a definite plan for the future.

JOEL KEMP | PARTNER LOAN ORIGINATOR


With over 20 years in the Mortgage business, I want to work with a Corporate Team that is available and accountable. If you want to have input and develop a great Mortgage Company, then choose Synergy One Lending.

JASON HALL | PARTNER BRANCH MANAGER


Join our team. joinsynergy1.com Synergy One Lending Inc. NMLS 1025894. 3131 Camino Del Rio N 190, San Diego, CA 92108. Alabama Consumer Credit License #22123; Department of Financial Institutions - Arizona Mortgage Banker License 0926603; Licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act – California License 4131356; Licensed by the Connecticut Consumer Credit Division - Mortgage Lender License ML-1025894; Regulated by the Colorado Division of Real Estate, Colorado Mortgage Company Registration 1025894; Delaware Licensed Lender #020926; District of Columbia Mortgage Dual Authority License MLB1025894; Florida Mortgage Lender License MLD1079; Georgia Residential Mortgage Licensee. Georgia Mortgage Lender License #46648; Idaho Mortgage Broker/Lender License MBL-8537; Illinois Residential Mortgage Licensee #MB.6761115; Licensed by Indiana Department of Financial Institutions - First Lien Mortgage Lending License 27156; Iowa Division of Banking - Mortgage Banker License 2015-0038; Kansas Licensed Mortgage Company License #MC.0025258; Kentucky Mortgage Company License #MC327694; Louisiana Residential Mortgage Lending License #1025894; Maine Supervised Lender License 1025894; Maryland Commissioner of Financial Regulation - Mortgage Lender License 21678; Michigan 1st Mortgage Broker/Lender License FL0019960; Minnesota Residential Mortgage Originator License #MN-MO-1025894; Licensed by the Mississippi Department of Banking and Consumer Finance. Mississippi Mortgage Lender License #1025894;Montana Mortgage Lender License 1025894; Montana Mortgage Broker License 1025894; Nebraska Mortgage Banker License 1025894; Nevada Mortgage Broker License 4317. Licensed by the New Hampshire Banking Department 19926-MB; Licensed by the New Jersey Banking and Insurance Department – New Jersey Residential Mortgage Lender License 1025894; New Mexico Mortgage Loan Company License 1025894; Licensed by the North Carolina Commission of Banks office – North Carolina Mortgage Lender License L-164411; Ohio Mortgage Broker Act Mortgage Banker Exemption MBMB.850248.000; Oklahoma Mortgage Lender license #ML010730; Oregon Mortgage Lending License ML- 5208; Pennsylvania Department of Banking and Securities License 49997; Rhode Island Lender License 20163229LL; Rhode Island Loan Broker License 20163230LB; South CarolinaBoard of Financial Institutions Mortgage Lender / Servicer License MLS-1025894; Tennessee Mortgage License #125659; Texas Mortgage Banker Registration 1025894; Utah DRE Mortgage Entity License 8954729; Virginia Mortgage Broker and Lender Licensee, NMLS ID 1025894; Washington Consumer Loan Company License CL-1025894; Wisconsin Mortgage Lender License #1025894BA; Wyoming Mortgage Lender/Broker License 2677. (877) 978-1922.


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