Inlanta TPO Team Attends Successful WBA Management Conference & Expo

Inlanta Attends WBA Management Conference & Expo – A Summary From Our TPO Manager, Dave Stephan. 

Inlanta Mortgage’s TPO division recently wrapped up our attendance at the Wisconsin Bankers Association’s 2017 Management Conference & Expo. I have written extensively in past blogs about the headwinds our community financial institutions face – rising compliance costs, rapidly changing technology demands, and merger pressure to name a few – and yet, as usual, I couldn’t help but be struck by the vibrancy and overall participation by our banks in Wisconsin.

As an exhibitor, however, I must confess that I do find myself occasionally less excited to attend a trade show than I should be – not so with this year’s Conference and Expo!  Participation was marked by a keen interest in finding solutions to stand up to those headwinds.  Even other vendors were expressing an interest in TPO as a value-add they could bring to their bank clients.

We were fortunate to have conversations with many bankers who have recognized the need to evaluate their mortgage lending operation in today’s purchase-driven market.  Without the perennial refinance activity we’ve seen over the last several years, each purchase transaction becomes that much more important.  Fee income and cross-sale opportunities are too valuable to turn away any new potential customers, so adding products like FHA, VA and USDA Rural Development using Inlanta’s Third Party Origination (TPO) platform were at the forefront of the talks we had.

Compliance was also part of those conversations.  Bankers are looking to be able to offer these products without yet another layer of complex regulations and ongoing training, which TPO can easily do.  We issue disclosures, process, underwrite, and draw closing docs while the TPO partner maintains the relationship with the borrower.

Ultimately, what we took away from the conference is that Wisconsin’s banking community is strong and healthy, and continues to find new ways to stay that way.  Lenders are understanding that traditional mortgage lending operations and TPO can be a complement to each other, each providing a different pathway for a borrower to achieve homeownership and strengthen profitability.

Meet Inlanta’s Dedicated TPO Team

Are you responsible for mortgage lending at a bank or credit union? Would you like to reduce your compliance burden, increase fee income, and reduce expenses for the mortgage services you offer? Inlanta’s Third-Party Origination (TPO) platform is designed to help banks and credit unions provide their valued customers with more home financing options while increasing income and reducing expenses, and we’d like to introduce you to our dedicated TPO team today!

Meet Dave

“I’ve been working in the mortgage industry my whole career, starting as a junior loan officer for a long-forgotten community bank, and have worked in the retail, correspondent/TPO, credit and technology sectors of the business. I still get an immense sense of satisfaction knowing that our work brings people and homes together and provides families a place to grow. I’m an avid cyclist and bike about 4,000 miles per year – rain or shine or snow or cold (or all of the above at once living in WI!” – Dave Stephan, TPO Manager

Meet Aaron

“Jumping into the mortgage industry in 2000, I’ve held positions in both retail as a Processor, Underwriter, and Loan Originator and Wholesale as an Account Executive.  Having this past knowledge has helped me quickly adapt to changes within the industry and also helping our TPO Partners maximize our program offering.  I understand each loan has a family behind it and strive to ensure that they move through every step of the process as smooth as possible while collaborating with our TPO Partners on best practices.  I enjoy this industry because every day is different, no one single loan file or customer situation is the same, and we will work every angle to get files to closing!  When I’m not at the office, I enjoy football, baseball, golf, volunteering, coaching my son’s sports teams, and watching my daughter’s dance competitions.  I am also pursuing my Bachelor’s Degree in Business Management and Leadership at Wisconsin Lutheran College.” – Aaron Kaczorowski, TPO Account Executive

Meet Akilah

“I have been working in the mortgage industry since 2010. Starting out as a loan servicing specialist working on the back-end of mortgages at Wells Fargo Home Mortgage.  The year prior to starting at Inlanta I was a loan officer assistant for 3 loan originators at a local bank. I have been at Inlanta for about a year and a half; working as the TPO processor for the past year.  I will admit it was a little bit of an adjustment moving from the back end of mortgages to origination and the front end, but I have enjoyed the experience and learning curve. I enjoy the knowledge gained from working with our TPO partners, and it has broadly expanded my mortgage knowledge and experience.  In my personal time, I enjoy being outdoors with my young sons (twins and a toddler), traveling, and enjoying sporting events.” – Akilah Grace, TPO Team Processor

Contact any of our dedicated TPO team members today to learn more about our program! #OriginateMoreWorryLess #TeamTPO #TeamInlanta

An Inside Look at Team Inlanta

Work hard, have fun, make a difference. This phrase encompasses what it means to be on Team Inlanta. Here, we understand that our exceptional people, our mutual goals, and our shared values are the driving force behind our strong work ethic, tight knit culture, and service first mentality.

 

We Work Hard

We state it directly in our mission. Every day, we strive to be the home financing partner that you trust to successfully serve your family, friends, and community. Through our family of dedicated mortgage professionals, our commitment is to deliver an exceptional experience. Our unwavering dedication to integrity, honesty, and ethics is the foundation of all of our relationships and it is our goal to go above and beyond to help our customers achieve the dream of homeownership.

 

We Have Fun

We may work hard, but we sure know how to have fun too! Here at Inlanta, we promote that “work hard, play hard” attitude and it shows through our unique culture of tight knit mortgage professionals that genuinely love what they do, where they work, and who we work with. We often refer to ourselves as “The Inlanta Family” and state it often. We are one team, one family, #TeamInlanta.

 

We Make a Difference

We understand that we all exist as part of something larger. We are dedicated to being a positive influence and aim to contribute to the greater good as friends, family, and members of the communities we serve. We understand that we have the ability to impact everyone we touch and improve the lives of all those we serve, work with, as well as the communities we live in. We have also made it our mission to work for the greater good by donating time and resources to a number of charities including the Cancer Research Institute, our local Pewaukee Food Pantry, the American Red Cross, the Bryon Riesch Paralysis Foundation and more.

 

If you’d like to hear more about Inlanta Mortgage or are interested in career opportunities with us, contact our SVP, Chad Gomoll, at 262-439-4260 today. You may also contact our RVP, Brian Jensen, at 630-927-0380 for opportunities in the Midwest, our RVP, David Williams, at 303-947-1960 for opportunities in Texas & Colorado, or, our Regional Production Manager, Kevin Laffey, at 913-645-4647 for opportunities in the KS, MO, and IA markets.

Back to Basics Part 2: Our Guiding Principles & Code of Ethics

Integrity, ethics, and honesty are the foundation of all valued relationships. Here at Inlanta, we consistently maintain an unwavering dedication to this foundation in our relationships with co-workers, friends, family, and the community at large. It is our promise to hold each other accountable to this standard of conduct.

As our President and CEO, Nick DelTorto, once said, “This company is built around our Coe of Ethics & Guiding Principles. It’s simple and straightforward, nothing fancy, but is consistent with integrity, character, work ethic & honesty – all the things we learned in kindergarten, but somehow get lost or forgotten along the way.”

Inlanta’s Guiding Principles

  • We act with the highest standard of integrity in all relationships.
  • Common sense and sound judgment guide our actions.
  • We work to build a solid, financially strong—sales and service-oriented company by working hard to be the best we can.
  • Our focus is on servicing our customers with innovative, quality, creative, cost-effective, and competitive products and services.
  • We respect and value the individual and seek to associate ourselves with persons of strong work ethic, character, and experience.
  • We reinvest the cash flow from our business to fund growth and build value with a long-term approach and strategy for success to our business.

 

Inlanta’s Code of Ethics

  • Do the right thing—When encountering a decision or choice, we should ask ourselves, “What is the right thing?”
  • Do your personal best—The Japanese refer to the act of trying to be a little better every day as “Keisen.” If you have done your best, that is all anyone will ever ask. When President John F. Kennedy was asked during his run for Presidency if he would accept his party’s nomination for Vice President, he responded, “Why should I accept second place when first is available? Once you accept second best, you have a tendency to do so the rest of your life.” First place is available to you; seize it.
  • Treat others as you want to be treated—This is also known as the “golden rule.” It is a simple rule, but one that is often difficult to follow. As professionals, we should be the experts at achieving this, since part of the successful sales process is to understand and walk in the other person’s shoes. Don’t stop applying that skill with coworkers, family and friends—it is part of who we are.
  • Your word is your bond—This is one of the most important philosophies to adopt in the mortgage business. The number one gripe of customers, realtors, co-workers, etc. is, “They didn’t do what they said they would do.” This is your credibility and the credibility of Inlanta.

Back to Basics – Our Foundation for Success

No gimmicks- we’re taking it back to basics on what makes Inlanta a great company to work for by sharing our story, our values, and how we use our mission as a guidepost to be successful in what we do every day.

Who We Are

Based in Pewaukee, Wisconsin, Inlanta Mortgage is a thriving mortgage banker in business since 1993. In fact, 2018 will mark our 25th Anniversary as mortgage loan experts.

Currently, Inlanta Mortgage is licensed in Alabama, Colorado, Florida, Georgia, Illinois, Indiana, Iowa, Kansas, Kentucky, Maine, Massachusetts, Michigan, Minnesota, Missouri, New Hampshire, Rhode Island, Texas, Vermont, and Wisconsin. Inlanta Mortgage executes a controlled growth strategy by seeking mortgage loan professionals with proven track records of sustainable success and high ethical standards. As we continue to grow, Inlanta Mortgage remains committed to extraordinary customer care and building long-lasting relationships.

Our Mission

Long ago, we realized that one thing all great companies have in common is that they live and breathe their mission statement. We are pleased to present Inlanta’s mission statement – a heartfelt expression of who we are, who we aim to be, why we do what we do, and how we hope to be known.

“Our mission is to be the home financing partner that you trust to serve your family, friends, and community. Through our family of dedicated mortgage professionals, our commitment is to deliver an exceptional experience. Our unwavering dedication to integrity, honesty, and ethics is the foundation of all of our relationships.”

Home Financing Partner

We seek lifelong relationships with our customers, referral partners, and community members. We strive to provide the level of service our borrowers expect and deserve – over and over again. We want our customers to become raving fans who will refer us to their family and friends. Referrals allow us to harness the power of social proof as there is no greater compliment than being referred to a family member or friend.

Family, Friends & Community

We understand that we all exist as part of something larger. The Inlanta culture is unique in the way our employees possess a mutual respect and genuine care for each other. We work together to help people achieve their dreams of home ownership in a professional and efficient manner. We are dedicated to being a positive influence and aim to contribute to the greater good as friends, family, and members of the communities we serve. We understand that we have the ability to impact everyone we touch and improve the lives of all those we serve, work with, as well as the communities we live in.

Our Mortgage Professionals

We are committed to achieving and performing at our personal best. Our business is demanding in technical expertise, understanding people’s needs, and communicating effectively during periods of stress. This requires an enduring commitment to personal and professional improvement and knowledge growth. This commitment is necessary to be recognized as the best in the business and to help our family and friends quickly and efficiently navigate the home buying or refinancing process.