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.

How Inlanta Offers the Tools You Need to Succeed

Success Starts Here

If you are considering joining our team as a Branch Manager or Loan Officer, we’d like to fill you in on the loan programs and tools we have available to help you achieve success.

Inlanta proudly offers professional, honest, production support services that are designed to help create growth for each branch. Trained professionals will help with every aspect of your business, from administrative support to compliance, processing, marketing, and IT. Inlanta also has its own Funding Department, which offers fast underwriting, closings, and funding. In addition, Inlanta has:

  • Fannie Mae & Freddie Mac agency approval
  • fully delegated FHA, USDA, 203k & VA authority
  • the latest LOS systems and image technology—an award-winning paperless technology
  • price engine offering multiple investors for best execution
  • state & federal licensing support—NMLS
  • full CRM database marketing software

 

What Products/Support Do You Offer?

Inlanta offers virtually every loan program available to help meet your clients’ needs based on their unique financial situation. Inlanta Mortgage is an agency approved lender for Freddie Mac, Fannie Mae, FHA/VA, FHA 203K, and USDA. Our underwriters are fully delegated to underwrite all FHA and VA loans for every investor. We also encourage and underwrite USDA loans and are fully integrated with GUS to help with faster approvals. To learn more about our loan programs, click here.

Vendor management and efficient technology are also readily available with Inlanta Mortgage. We watch your bottom line for you and work closely to provide best-in-service along with best-in-price.

  • Full-Service Lock Desk: Our lock desk is powered by industry-leading product and pricing engine, PriceMyLoan. We have a dedicated staff that watches the market closely and provides you with best lock executions. Industry Leading Market watch tools such as MBSQuoteline and Mortgage Market Guide are available at reduced cost for you.
  • Account Relationships: Top-of-the-line service is what we expect from the vendors with whom we do business. We know that expectation carries down to us as well. We start each day knowing that we need to provide our branches with top-of-the-line service and as a result, are always evaluating our partnerships to ensure we meet this objective.
  • Continued Sales Training: When you join Inlanta Mortgage, you start out with an in-depth orientation—but we don’t stop there. We provide conference calls on a regular basis when the changing market demands. In addition, we offer an annual meeting with national sales trainers and ongoing training opportunities.

 

What Are the Advantages of a Partnership with Inlanta Mortgage?

Inlanta handles compliance, audits, and/or regulatory items, processing, and funding, as well as the head administrative aspects so you can focus on generating business and closing loans. Inlanta will also help you make and save money as you generate and close loans and will not ask for any up-front fees.

 

I’m Interested. Who Should I Contact?

If you’d like to hear more about career opportunities with Inlanta Mortgage, contact our SVP, Chad Gomoll, at 262-439-4260. 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.

 

 

Emerging Leaders and How to Find Them

Article originally featured in National Mortgage Professional Magazine

Inlanta Mortgage’s Senior Vice President of Business Development, Chad Gomoll, was recently featured in a National Mortgage Professional Magazine article discussing the importance of leadership, the qualities of true leaders, and, the benefits of having a team of leaders within your organization.

Who qualifies as a leader within your company? Chad notes that,

“Leaders come from a variety of backgrounds and can lead at any age or stage in their career. Whether they are a young Millennial only a couple of years into their career or an industry veteran who has 30+ years under their belt, each person has their own unique perspective, knowledge, and experiences to bring to the table. As long as they have the technical aptitude—an understanding of all areas of the business and their craft—to help the team navigate difficult situations and leverage positive ones, leaders can hold any position in the company, not just positions of authority. Having leaders at every level is actually beneficial, as these people are usually the ones inspiring the rest of their team members to step up their game to achieve the common goals of the organization.”

When discussing the true innate qualities of a leader, Chad summarizes that leaders are the self-starters, the do-ers, and the decision makers. They often put others first and direct their efforts toward the good of the company and their peers.

“Leaders tend to have an innate desire to lead. They are self-starters who volunteer to spearhead the next group project, take on a new task or responsibility that doesn’t fall inside their usual scope of duties, and want to be more involved in the organization. They take initiative to get the job done and encourage others to follow their example. They also are quick-thinkers who recognize when decisions need to be made quickly and are unafraid of making executive decisions. But most importantly, they have the ability to help their team navigate through any situation that may arise.

 

Leaders are altruistic and have a servant’s heart. They put the needs of their colleagues first. They recognize that it’s not just about them, but the team and organization as a whole. They motivate others, enable them to do their jobs, and put in just as much effort as (if not more than) the rest of the team. When you show others that you are invested in their success and are willing to get your hands dirty right along with them, others will start to follow your example.”

To read more Chad’s full article from National Mortgage Professional Magazine, click here.

At Inlanta Mortgage, Inc., we are always searching for leaders to join our growing team. Reach out to Chad Gomoll today at 262-439-4260 to discuss the leadership mentality at Inlanta or email us if you’d like to learn more about branch manager and loan officer opportunities.

What Makes Inlanta Great? Ask Our CEO & COO!

This past year has been one of growth and great opportunity for our company, Inlanta Mortgage, and as we continue to expand our team of rock star professionals, we asked ourselves the question- what makes Inlanta great? We wondered, what makes us different from other companies, what do we have to offer, and what is our “wow” factor?

Rather than pondering the question ourselves, we decided to ask our very own President & CEO, Nick DelTorto, and our COO, Paul Buege, their thoughts on the matter. We were more than excited to receive a response of the top 5 things from each of them below!

Nick DelTorto, President & CEO, Inlanta Mortgage:

  1. “Goldie Locks” We are the right size! Too big, and you feel that you are not important and get lost in the shuffle. Too small, and you find it difficult to get the platform support, tools, loan programs, and pricing execution you need to accommodate volume.
  2. You have a voice – We are a production/customer-centric company. During company transitions, such as our move to a new LOS system and regular process improvements, we listen to our employees and act on sound, responsible improvements to better our processes, procedures, and products. Our Advisory Board represents our branches and directly influences decisions about the company’s direction and strategy. They are a group that is elected by their peers, not senior management.
  3. We communicate… a lot! – The good, the bad, or the ugly, we communicate and are always transparent with everyone. Our culture is open, family-oriented, and challenging, and our code of ethics are the guidelines for us all to follow. We challenge each other and hold each other accountable so that we can achieve our personal best! Our huddle keeps everyone informed and creates alignment in our mutual goals and achievements. The pipeline newsletter communicates all company news. There is also a monthly manager call, processing call, and department head meetings along with our COO daily 15-minute morning meeting to discuss the day’s and week’s objectives and tactics.
  4. Our leadership team – We are a team of seasoned mortgage veterans that have worked together for many years and some, for careers. There is a continuity, collaboration, and mutual respect for all of the different skills we each bring. No politics, posturing, and bureaucracy. Just a mutual respect and deep commitment to Inlanta and the success of this company. And, we enjoy each other’s company!
  5. Mortgage banking for grown-ups! – Mortgage professionals with an entrepreneurial spirit thrive in our system! You have the ability to run your business (no one looking over your shoulder) and share in the value you create, all with the support of a strong platform and culture where everyone supports each other’s efforts across all departments. It’s the Midwest culture of great people that believe in hard work, honesty, and integrity and people feel it when they are here. Lots of companies talk about culture, but few really have it. The only way for people to actually feel it is to come for a visit, call and talk to other professionals in the company, or ask about us to others in the industry – let’s start a conversation!

Paul Buege, Chief Operating Officer, Inlanta Mortgage:

  1. The power of momentum Inlanta is a refreshed, invigorated company. We’re growing and expanding. We’re a winning organization with a sense of urgency and pride to always be better, and we are getting noticed by top industry professionals!
  2. Our offering – service, consistency & reliability – One unified corporate goal is supported by every employee each and every day: create a great consumer experience that is always completed ahead of schedule and always on time.
  3. Who says work can’t be fun?We look for ways to make our work environment relaxed, positive, and productive. Our employees look forward to coming to work each day to support each other.
  4. Balanced leadership, dedication to both consumers and employees– Leadership at Inlanta is focused on treating customers and employees well. It’s simply the right thing to do!
  5. Entrepreneurial spirit – We give employees a voice regardless of position, seniority, or rank. Employees at Inlanta are allowed and encouraged to feel like the owner and are motivated to think anything can be possible. Decisions get simplified and are made quicker, driving better results.

Special thanks to Nick & Paul for the great answers! If Inlanta sounds like the place for you, contact us today to learn more about our winning team.

Pura Vida! Inlanta Mortgage Celebrates Successful 2016 with Rewards Trip

Last month, our Inlanta Mortgage rewardees jetted off to beautiful Costa Rica to celebrate what was truly a successful year not only for our team members but for our company as a whole as well.

Most of the group arrived on Sunday, March 5th, though some of them came in a day early to have extra time to relax and explore Costa Rica. Sunday evening was spent unpacking and unwinding after the long day of travel. First thing Monday morning, employees were invited to a breakfast meeting where the senior leadership team led a discussion on any pressing issues that needed to be addressed and solicited topics that should be on the agenda for Fall’s annual sales conference.

On Tuesday, March 7th, Inlanta hosted an awards event to give special recognition to the deserving recipients. Despite the occasional gust of wind, they had a beautiful dinner and awards ceremony in the resort’s outdoor Spa Garden. Inlanta President & CEO Nick DelTorto emceed the evening, starting out with a touching tribute to Joe Ramis, an invaluable member of the Inlanta family who passed away from Cancer in 2016. The tribute set the scene for the introduction of the Joe Ramis Rising Star Award, an award that will be given out every year to someone who embodies the qualities that Joe demonstrated every day—integrity, respect, strong work ethic and character, and the dedication to helping others succeed. The inaugural Rising Star Award recipient was Rob Stettler, Branch Manager of Inlanta’s Sarasota, FL office. Rob, a close friend of Joe’s, has grown exponentially since he started working with Inlanta, has become an advocate for the company, and personally helped Joe throughout his battle with cancer. We could not think of a more deserving recipient for this first award!

As we moved onto the rest of the awards, Nick introduced each award recipient with a funny quip or anecdote. Awards and recognition included the Corporate Citizenship and Leadership Excellence Award, Reward Trip Recipients, and Top Producers.

Inlanta 2016 MVP’s included Cindy Laffey, Mortgage Planner and Branch Partner of Overland Park, KS; Jim Snyder, Branch Manager of Pewaukee, WI; Rob Stettler,; Josh Badciong, Marketing & IT Systems Specialist of Pewaukee, WI; and Carla Blazek, Underwriting Manager of Pewaukee, WI.

The rest of the trip, guests had time to explore nearby towns and go on excursions such as harvesting coffee beans and packaging their own coffee, visiting waterfalls, riding ATV’s, and zip lining. A group even went fishing and brought back enough fish to feed 20 people, which the resort graciously prepared for them!

Our Reward Trip Recipients are selected based on all scorecard criteria, including but not limited to Volume, Units, Loan Quality, Purchase Volume, Pull Through, Market Penetration, and Good Company citizenship.

Where will we go next and will YOU be joining us? Contact us today to learn more about our rewards program and how you can become a top producer at Inlanta Mortgage.

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With nearly 30 years of mortgage lending experience but a fresh perspective as Inlanta’s new Third Party Originations (TPO) Manager, I continue to be amazed at the resilience of our trade. In the last 10 years the mortgage industry has seen more changes and faced more headwinds than many industries do in a lifetime, and yet we are on pace to originate nearly two trillion dollars in 2016, the first time since 2012.

More encouraging signs are on the horizon – a robust purchase market with average prices finally edging above pre-2007 levels and the first increase in Freddie/Fannie loan limits in 10 years! The agencies announced that limits on a single family loan rose from $417,000 to $424,100 effective January 1, 2017.   While not a huge increase, the new limits are helpful as conforming rates generally are lower than jumbo rates and underwriting more consistent and flexible so a few more transactions will get done. No announcement yet on the FHA/VA side, but we should hear something in the next couple weeks.

While we do face some rate uncertainty and volatility in 2017, it appears the market fundamentals are relatively sound for a solid year of growth. Take some time to consider how your organization is poised to participate in the 2017 mortgage market. Some questions you may want to mull over are:

  • Are there any gaps in your current mortgage product offerings?
  • Do you currently originate any government loans? FHA or VA?
  • If you are in or adjacent to more rural areas, do you originate USDA RD loans or are you familiar with the program?
  • How has your mortgage area been dealing with TRID and the current regulatory environment?
  • Do you feel comfortable that you are on top of the latest mortgage regs?
  • How much time do you now spend on mortgage compliance and regulatory issues?
  • Do you have plans to grow your mortgage volume/department in the near future?
  • How do you feel about the technology your institution is using in the mortgage department?
  • Do you have a handle on the actual profitability of your mortgage area?
  • Is your mortgage production easily scalable?
  • Is your institution looking for more direct fee income?

If the answers to these questions leave you with concerns, Inlanta  Mortgage’s TPO program can help by providing services to help you efficiently originate FHA, VA, USDA and Conventional mortgages without the back office expense or compliance worries.  Always glad to answer any questions, just email me at davestephan@inlanta.com.

 

Article by Dave Stephan, TPO Manager at Inlanta Mortgage

Welcome, Dave Stephan and Chad Gomoll!

headshots of dave stephan and chad gomoll

Welcome, Dave Stephan and Chad Gomoll!

We are proud to announce two great new additions to Team Inlanta. Dave Stephan, our new TPO Manager, and Chad Gomoll, our new Senior Vice President of Business Development. Both of their backgrounds make them a perfect fit for their positions and for Inlanta in general.

 

Introducing Dave Stephan

David Stephan comes to Inlanta Mortgage with nearly 30 years of industry experience in the retail, credit, technology, and TPO sectors of the mortgage industry. Prior to joining Inlanta, Dave was Senior Account Manager with a major LOS provider where he was responsible for strategic planning with the company’s major accounts. Dave holds a BS in Business Administration from the University of Wisconsin-Eau Claire. Inlanta continues to find success by enabling small to mid-sized financials to leverage our mortgage platform. Banks and credit unions can expand their mortgage product offerings without the additional overhead and compliance risk. We are pleased to have Dave on board to foster relationships with our bank and credit union partners and to guide them through the TPO process.

 

Introducing Chad Gomoll

Chad Gomoll comes to Inlanta Mortgage with over 20 years of experience in the area of mortgage lending and financial services. As senior vice president, he will drive and oversee the new growth for the company. While directing this effort, Chad is personally responsible for identifying new branch partners as well as assisting in the growth and development of the current branch network. In addition, he will work in conjunction with the marketing and operations departments to ensure Inlanta continues to have the most competitive service offering in the industry.

Chad maintains active involvement in several community service organizations. Currently, he serves as a trainer with the Make a Difference Wisconsin organization to help facilitate financial education for high school students. Chad currently serves on the Secondary Committee for the Residential Board of Governors (RESBOG) at the Mortgage Bankers Association. He has previously been a board member of the Dallas Mortgage Bankers Association and was a 2014 Wooten Scholarship recipient from the Texas Mortgage Bankers Association for the MBA’s Future Mortgage Leaders program. Chad holds an Executive MBA certificate from the Caruth Institute for Entrepreneurship at Southern Methodist University in Dallas, TX. Chad is married with 2 boys and resides in Brookfield, WI.

 

We are happy to have both Dave and Chad on board! With their expertise, we will be able to continue our momentum into 2017 as well as create continuous growth for years to come.

7 Qualities of a Successful Branch Partnership Part 2

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7 Qualities of a Successful Branch Partnership Part 2

 

4. MARKETING

 

How you market yourself is the single most important aspect of growing your business. The ability to take advantage of an established brand with a knowledgeable and experienced marketing staff is crucial for any ambitious originator. The marketing department should effectively communicate with branches and corporate in order to help loan originators achieve their sales goals. Originators should look at whether or not the branching partner is engaged in social media platforms. Do they have positive sentiment about their brand? Is their content authentic? What is their involvement in the local community and charitable organizations? Ask a branch manager about what help is provided through marketing efforts? These questions will help identify a potential partner with strong marketing credentials. A branching partner with strong marketing will provide originators with a strategic marketing plan. Provide the necessary tools, such as a customizable content library, templates, CRM, etc, that will enhance the marketing efforts of the loan originator.

 

Ann Watson Marketing Manager at Inlanta Mortgage says:

“Inlanta’s marketing team sets a yearly marketing plan that aligns with the strategic goals of the organization. With a central marketing department that acts as the loan originators’ agency, Inlanta can provide a consistent brand image and a proven strategic marketing plan, which loan originators can utilize to make an impact from a sales perspective. We are part of the onboarding process to assist the loan originator with the marketing tools we have.”

 

5. TRAINING

 

Significant business growth is a real possibility for any loan originator who is open
to training and education. That’s why partnering with a mortgage company with a
conscientious approach to professional development is so important. As originators
grow their skills, knowledge and confidence, they become better prepared to find and develop opportunities. Every originator should want to be with a company that
challenges them to do work in a different, improved way on a daily basis.
A mortgage company that provides continuous education is truly invested in
helping an originator grow their business.

 

Paul Buege Chief Operating Officer at Inlanta Mortgage says:

“By reviewing work metrics and accepting employee feedback, Inlanta develops targeted training that produces results in the most important work areas of the company. We proactively teach employees how to avoid obstacles and stay focused on opportunities. There is a better way to do business. We train and show employees how to do the best work of their careers.”

 

6. COMMUNICATION

 

One of the biggest challenges for professionals working in branch offices is the loss of personal interaction with the corporate office. It’s imperative that the business groups who support branch sales are committed to offering communication services that help everyone stay connected. With so many methods to connect and collaborate available, sometimes just picking up the phone and making the call proves to be most effective method of communication. Mortgage companies who want to be successful must be
effective communicators throughout the entire mortgage process. Effective communication between departments and branch offices is essential to assist the sharing of information. Trust grows, operational efficiency advances and customer
service builds, which all support the pro-growth model of building a business.

 

Chris Knowlton Chief Information Officer at Inlanta Mortgage says:

“We work hard to avoid communication gaps between business group employees and
branch managers. Everything is used to build communication effectiveness with our employees. Every technology is being evaluated for use, plus we still place great value on the importance of face-to-face meetings.”

 

7. COMPLIANCE

 

Even before the passing of the Dodd-Frank legislation, compliance was a critical factor in guiding consumers through the home buying process. Under the Know Before You Owe (TRID) rule, the timing of disclosures became even more critical. Closing dates can’t be missed and having the disclosures produced earlier in the process ensures this goal is met. Having a dedicated compliance team to support originators protection is crucial. By providing this resource, the organization supports the professional requirements of originators as well as keeping their customers informed. A compliance department is responsible for breaking down the requirements and reviewing the possible consequences that could arise. Compliance should then design a process and procedure around the new rules and use technology, where possible, to help the originator adapt.

 

Jean Badciong Chief Compliance Officer at Inlanta Mortgage says:

“Having so many changes put in place in recent years has challenged our compliance team to increase support for our originators. The compliance team does an in-depth review of the regulations on a regular basis. We participate in many industry-wide training opportunities ourselves so that we can bring the information forward to our production teams.”

 

Visit our Linkedin Careers Page for the latest Inlanta branch opportunities!

7 Qualities of a Successful Branch Partnership Part 1

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7 Qualities of a Successful Branch Partnership: Part 1

 

In today’s increasingly competitive mortgage market, making the right career move at the right time is vital. Top performing originators are in high demand, but there are many things to consider before you decide on your next branch opportunity. Partnering with a mortgage company whose ambitions match your own is essential in order to achieve your true career potential. But what exactly should you be looking for in your next branch opportunity? MPA teamed up with Inlanta Mortgage to answer this question and highlight the 7 qualities of a successful branch partnership.

 

Nick DelTorto President & CEO at Inlanta Mortgage says:

“Many companies focus on production, volume, and growth. Our culture at Inlanta is different and truly special. We focus on being a quality organization with quality people. We have a unique collaboration between all business units with a level of transparency that creates buy-in of working towards a common goal. Our success comes from ALL of our employees!”

 

1. ENTREPRENEURIAL SPIRIT

 

Organizations with entrepreneurial spirit have obvious qualities that are easily detectable. Their employees are given a voice regardless of position, seniority, or rank. Originators working inside these companies are made to feel like owners, and are motivated to believe that anything is possible. Decisions are simplified, they come quicker to drive better results. These are action-oriented companies, pushing positive change rather than
waiting to adapt. Entrepreneurial mortgage lenders are constantly looking at ways to improve their processes, products, and services. They are always adapting an approach that best serves the customer, and helps all employees achieve success. These are innovative and tactical lenders focusing resources on growing the business.

 

Paul Buege Chief Operating Officer of Inlanta Mortgage says:

“Inlanta’s entrepreneurial spirit is alive. Look at our employees and you will find deeply passionate professionals who are authentic in their commitment to driving personal and organizational success. Our employees continually question why we do things a certain way, then look for alternative processes that may just be better. We’re a proactive company that’s always looking for the better way to do business.”

 

2. SEAMLESS ONBOARDING

 

Once an originator moves to a new mortgage company, an effective onboarding experience is critical to ensure the originator’s personal business does not fade or weaken in the initial weeks of the move. There’s no time for a casual onboarding process, too much is at stake. The onboarding process should quickly validate the originator’s decision to join the new company. An effective, seamless onboarding process starts everything off on the right foot: confidence is high, and the originator can concentrate on ramping up new business. Onboarding is loaded with activity. The primary goal should always be about helping the new hire quickly achieve independence and be able to get back into the field to bring in new business. Too many companies waste time dragging new hires through administrative work, and the review of policies and procedures, rather than getting them back into the business market.

 

Shaun McGuire Director of Business Development and Recruiting at Inlanta says:

“Inlanta has a successful formula for onboarding. We offer upfront training at our corporate office and then onsite branch training in the first 30 days. If the onboarding is seamless, the new originator can start to enjoy the benefits of the new partner immediately. In Inlanta’s case, the benefits would include marketing support, underwriting and processing support and an overall culture that breeds success.”

 

3. TECHNOLOGY

 

Joining a tech-savvy mortgage company helps with delivering a faster, more efficient loan process and serving younger mortgage consumers. In order to identify a potential branching partner who prioritizes technology, originators should ask the mortgage company about their platforms. Ask them why they’re using their LOS and whether they have evaluated and/or switched LOS platforms in the past 2-3 years. Additionally, be sure to ask about the branch partner’s email system and their CRM. Do they provide one or not? Do they provide any extras like secure chat, e-fax or remote access to the LOS system? Do they provide a mobile app? Does the partner have in-house IT support? Technology should allow you to originate more loans. The systems should process, underwrite and close the loan with very little hand-holding from the loan officer.

 

Chris Knowlton Chief Information Officer at Inlanta Mortgage says:

“Inlanta likes to be on the leading edge, not the “bleeding edge,” when it comes to adopting new technology. Inlanta provides our partners with the technology ahead of the competition, without slowing down sales.”

 

Keep an eye out for qualities 4-7 of a successful branch partnership in our next blog!