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!

Experienced Branch Manager Joins Inlanta Mortgage

Lori Jasicki is one of several recent Inlanta Mortgage new hires.
Jasicki will manage the Brookfield office in Wisconsin.

Inlanta Welcomes Several New Employees

Inlanta Mortgage is pleased to announce Lori Jasicki has joined as the branch manager of its Brookfield branch office. Inlanta is also excited to announce several additional new hires in its expanding branch network.

Lori Jasicki to Manage Brookfield Office

Inlanta’s Brookfield, Wis. branch welcomes new Branch Manager Lori Jasicki. Jasicki brings more than ten years of mortgage lending management experience to her new position at Inlanta Mortgage. Prior to her position at Inlanta, Jasicki held management positions at Wells Fargo, US Bank, and Alltegrity Mortgage Group, LLC.

Jasicki joined Inlanta Mortgage’s platform because it encourages and supports an entrepreneurial approach and is focused on quality service in their relationships.

“I am very excited to be joining Inlanta’s team of professionals. Inlanta Mortgage provides the perfect balance of being large enough to get the job done and yet small enough to provide the agility needed in today’s market to ensure our customers the highest level of service.” Jasicki said.

President Nicholas DelTorto said, “Lori is a consummate mortgage professional and we were eager to bring her on board. She is an extremely knowledgeable and hardworking professional in this industry. With her high ethical standards and unparalleled principles, she is a perfect fit for Inlanta as we continue a strong period of growth.”

Branch Development Team Grows

Inlanta also recently added Senior Manager Paul Buege. Buege will be responsible for development of joint venture mortgage partnership opportunities with leading real estate, builder and relocation management companies across the United States. In addition, he will manage groups responsible for business alliances, marketing services and branch development.

Branch Operations Expanding

Inlanta continues to expand branch operations. Inlanta’s Oconomowoc, Wis. branch added two new Senior Mortgage Loan Officers, Resa Werra and Mollie Burke. The Madison, Wis. office hired a new Processor, Karen Higgins and the Marshfield, Wis. Branch welcomed Brittany Radue. Inlanta’s Appleton, Wis. office announces the addition of Loan Officer Lee Stevenson and Client Relations Coordinator Jean Lindisch-Rihm. The Lakewood Ranch office in Florida is pleased to introduce Shari Burgo as a Business Development Assistant.

Inlanta continues to expand its branch network and is pursuing new loan originator channels as many companies exit the lending business or can’t deliver quality service. Inlanta Mortgage encourages ethical lending professionals and experienced branch managers to learn more about our support platform and discover how an Inlanta branch partnership with Inlanta Mortgage is essential to long term success.

For more information on Inlanta branch partnerships, contact Inlanta Mortgage’s Branch Development Team at 262-439-4260 or email partners@inlanta.com. For more information on strategic alliances and marketing agreements with Inlanta Mortgage, contact Paul Buege, SVP Business Development at 262-754-6407 or email paulbuege@inlanta.com.

Our Mission

Inlanta’s 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.

About Inlanta Mortgage

Headquartered in Brookfield, Wis., Inlanta Mortgage was established in 1993. The company has grown to 30 branches in 16 states and over 220 employees. Inlanta Mortgage offers Fannie Mae/Freddie Mac agency products, as well as jumbo program and portfolio programs. The company is an agency approved lender for Fannie Mae, FHA/VA, FHA 203K and USDA. Inlanta Mortgage also offers numerous state bond agency programs.

Inlanta’s 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.

20 Years Strong


20 Years Strong

In 1993, our CEO and founder, John Knowlton assembled a small group of mortgage professionals and began offering mortgage lending services in Waukesha, Wisconsin. Twenty years later, Inlanta Mortgage continues to thrive – employing more than 200 people in 16 states.

Who is Inlanta Mortgage?

Inlanta Mortgage is a privately held mortgage banking company. Honest and ethical business practices are the hallmark of the company’s culture and a key driver of the success of Inlanta Mortgage. The company’s approach of quality and integrity in its business dealings, and in all relationships with employees, vendors, and investors, has been its foundation since 1993.

Inlanta Mortgage is Growing

Inlanta Mortgage will continue to grow through superior customer service, outstanding professionalism, and uncompromising integrity. The company’s platform supports high producing professional partner offices with the latest technology and product menu focused on unsurpassed service and quality to both the consumers and employees.

Contact one of our branch development team members at partner@inlanta.com or call 262-754-6468. Vice President of Branch Development, Joe Ramis, and Business Development Manager, Pete Salamone can answer your questions and help you understand why a move to Inlanta Mortgage is in your best interests for long term success.

More About Inlanta Mortgage

Inlanta Mortgage provides its partner branches with Fannie Mae/Freddie Mac agency products, as well as a full suite of jumbo and portfolio programs. The company is delegated FHA/VA, FHA 203K and USDA approved.

Inlanta Mortgage was named a Top Workplace in 2012 was listed on Mortgage
Technology’s Top 25 Tech Savvy Lenders List in 2012, 2011 and 2010 and Milwaukee
Business Journal’s “Top 25 Largest Milwaukee-Area Mortgage Banking Companies.” Inlanta Loan Officers have also been named as Milwaukee Magazine’s “Top Mortgage Professionals”. Inlanta has also received the Platinum Million Dollar USDA Lender Award and was a finalist for the 2010 Mortgage Technology Award.

Inlanta takes pride in providing the highest level of honesty, integrity and ethics in all its business dealings. It is a member of the Mortgage Bankers Associations, numerous state bankers associations and Lenders One, the largest cooperative of mortgage bankers in the nation. Inlanta is an accredited member of the Better Business Bureau with an A+ rating. For more information, please call Inlanta Mortgage at 262-439-4260, email partners@inlanta.com or visit the company’s website at www.inlanta.com.

Branch Manager Leadership Training

Branch Manager Training

Inlanta Mortgage branch managers gather for XINNIX leadership training.

XINNIX Leadership Training

A few weeks ago, Inlanta Mortgage Branch Managers gathered at the Crowne Milwaukee Plaza Airport Hotel to begin the XINNIX Leadership Training program. Lead by Casey Cunningham and Sarah Frederico, the XINNIX Mortgage Academy of Excellence team had a full agenda planned for Inlanta.

Appleton branch manager, Dave Selleck said,”Casey and Xinnix provided a very well presented 2 days of training with outstanding usable common sense content that will undoubtedly help me grow and better manage my branch.”

Both days, the managers worked in groups to complete the various tasks and exercises. Inlanta branch managers only gather together a few times a year, so this was a great opportunity for them to work on team building exercises and discuss new ways to lead their respective teams. One of the many exercises managers were tasked with was creating a formal business plan to go back and share with their teams.

Loan Officer Training

Branch managers spent a lot of time during the two-day session preparing for the eight-week Xinnix Loan Officer Training their staff will begin in a few weeks. These preparations will help our managers they lead their teams. Loan officer training includes in-field mentoring, structured accountability and blended learning. The XINNIX training program will empower Inlanta loan officers with a structured and proven sales and management process to ensure a measurable and sustainable production lift. Addtionally, new loan officers will take an introductory mortgage training course and receive full time access to Certified XINNIX instructors to ensure training comprehension.

Karaoke, Anyone?

While the managers worked hard these two training days, that didn’t stop the group from having a little fun. Throughout the training session, anyone who wasn’t back in their spot when breaks were over, had to get their whole table in front of the group to sign karaoke. After the first group trudged to the front of the room to belt out some tunes, the managers took their breaks much more seriously.

Branch & Loan Officer Opportunities

Contact one of our branch development team members at partner@inlanta.com or call 262-754-6468. Vice President of Branch Development, Joe Ramis, and Business Development Manager, Pete Salamone can answer your questions and help you understand why a move to Inlanta Mortgage is in your best interests for long term success.

Headquartered in Brookfield, Wisconsin, Inlanta Mortgage was established in 1993. Inlanta is proudly celebrating its 20th Anniversary as mortgage lenders based out the Greater Milwaukee area. The company has grown to 32 branches in 16 states and over 220 employees with plans to extend operations into additional states. Inlanta Mortgage provides its partner branches with Fannie Mae/Freddie Mac agency products, as well as a full suite of jumbo and portfolio programs.

The company is delegated FHA, VA, FHA 203k and USDA approved. Inlanta takes pride in the highest level of honesty, integrity and ethics in all its business dealings. It is a member of the Mortgage Bankers Association, numerous state Mortgage Bankers Associations and Lenders One, the largest cooperative of mortgage bankers in the nation .Inlanta is an accredited member of the Better Business Bureau with an A+ rating.

Branch Partnerships – Making a Change

Join Inlanta Mortgage

Are you contemplating a move from your current company? There are many things to consider as you evaluate your options. What type of questions should you ask your prospects as you contemplate this business decision?

What to Ask?

  • Can I talk to any of your existing managers?
  • Do you offer a pricing engine that shows me the transparent investor options or does it hide the investor?
  • Is there an IT department and/or help desk available to help with technology needs?
  • Do you offer benefits such as health/dental care, life, disability, flexible spending accounts, etc.? What about a 401(k) and match program?
  • What is your reputation in the industry? Have you won any awards?
  • Do you have a funding department? Do you have delegated underwriting?
  • Is there a marketing department available to assist  me in finding ways to generate business and design a customized marketing strategy?
  • Do you organize annual sales conferences, rewards trips, or provide ongoing training to assist me in originating more loans?

Why Inlanta?

The mortgage industry has undergone many dramatic changes over the course of the last few years and Inlanta Mortgage has survived and thrived through a balanced approach to production and profitability. Inlanta Mortgage is effective and efficient in structuring and assimilating other mortgage operations with minimal disruptions to business. This is consistent with Inlanta Mortgage’s focus on an honest, ethical and financially sound business model.

Inlanta Mortgage was pleased to receive both the Mortgage Technology Top Tech Savvy Lender Award and a Top Workplace Award in 2012.

Do You Need More Information?

View our video testimonials on underwriting, processing, technology, marketing and more here. Contact one of our branch development team members at partner@inlanta.com or call 262-754-6468. Vice President of Branch Development, Joe Ramis, and Branch Development Manger, Pete Salamone can answer your questions and help you understand why a move to Inlanta Mortgage is in your best interests for long term success.

Inlanta Mortgage Scenario Engine

Inlanta Mortgage’s scenario engine helps loan officers get answers to tough questions. The scenario engine allows loan officers to ask specific questions about loan programs and underwriting requirements that enable them to offer better customer service to realtor partners and clients. Don’t take our word for it though. Listen to Oak Brook, Illinois branch managers Mark Schulenburg and Michael Plating discuss the value of the Inlanta Mortgage scenario engine.

Want to hear more about what our branch managers have to say about Inlanta’s support services? Click here to watch videos on our marketing support services, our experienced underwriting team and much more! Or read more about our unique support service platform here.

For more information on becoming a branch partner with Inlanta Mortgage contact Joe Ramis or Pete Salamone at 262-754-6468 or email them at partner@inlanta.com.

Inlanta Mortgage offers Fannie Mae/Freddie Mac agency products, as well as a full suite of jumbo and portfolio programs. The company is fully delegated HUD-FHA including FHA 203K, VA, and USDA approved. Inlanta Mortgage also offers numerous state bond agency programs. Review Inlanta’s mortgage loan programs here.

Inlanta Mortgage is a multi-state mortgage banker based out of Brookfield, Wisconsin. NMLS# 1016. Inlanta Mortgage is proud to be a recent recipient of a 2012 Top Workplace Award.