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.”

 

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Inlanta Mortgage Manager’s Meeting

Nick Deltorto

Nick DelTorto makes his opening remarks at the Annual Inlanta Mortgage Manager’s Meeting.

Inlanta Mortgage Manager’s Meeting

Every year, Inlanta branch managers gather to discuss issues and developments in the mortgage industry and to share success stories and best practices. This year, the meeting kicked off with an exciting promotion announcement from CEO John Knowlton and President Nicholas DelTorto. Read more about the promotion announcement here.

Manager’s Meeting Sessions

Each year, the corporate management staff try to present on topics that are near and dear to Inlanta managers’ hearts – this year’s overall focus was on sales growth. Addressing the topic of sales in one session, a panel of Inlanta’s top producers discussed what they feel works well for their business and suggested tactics for others to improve their production. In another session led by Business Development Manager Peter Salamone, legendary motivational speaker Jim Rohn was frequently cited and showcased with advice on how to approach sales and sales leadership. Yet another sales focused session led by Chief Operating Officer Paul Buege discussed big data and how to use the data resources available to you to grow a mortgage branch and expand your Realtor partnerships.

The final session of the day was lead by Mitch Kider from Weiner Brodsky & Kider PC from Washington, D.C., Kider is a lawyer specializing in all things CFPB. Kider discussed a number of issues related to mortgage regulations and fielded questions from the managers. Despite the less than exciting topic of Kider’s presentation, the managers felt it was a necessary and timely component of the day’s presentations. Regulatory concerns and proper adherence to rules are present at every layer of the company.

Collaborative Nature of Inlanta Meetings

One of the most enviable qualities of Inlanta Mortgage is its culture and the level of camaraderie between managers located across the country from each other. At the cocktail hour, managers interacted with each other and Inlanta administrative staff to discuss additional issues, successes and best practices that may not have been touched on during the formal sessions. View pictures from the event below.

Our Mission Statement

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

About Inlanta Mortgage

Headquartered in Brookfield, Wis., Inlanta Mortgage was established in 1993. The company has grown to 32 branches in 17 states and over 200 employees. The company is agency approved for Freddie Mac, Fannie Mae, FHA/VA, FHA 203K and USDA. Inlanta also offers numerous state bond agency programs as well as a full suite of jumbo and portfolio programs.

Inlanta Mortgage was named a Top Workplace in 2012 by the Milwaukee Journal Sentinel, has been listed on Mortgage Technology’s Top 25 Tech Savvy Lenders List every year since 2010, Mortgage Executive Magazine’s Top 100 Mortgage Companies in America in 2011, 2012 and 2013, and the Scotsman Guide’s 2012 Top Mortgage Lenders List.

Loan officers and branch managers interested in learning more about the Inlanta Mortgage platform are encouraged to take a look at the opportunities that a branch partnership with Inlanta Mortgage could provide. For more information, email partner@inlanta.com or call 262-439-4260