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!

Inlanta Expands Loan Programs

More Loan Programs

Inlanta Mortgage has recently expanded its menu of loan programs to include the Fannie Mae HomeStyle Renovation loan and the Inlanta Lock & Shop program.

HomeStyle Renovation Loan

The HomeStyle Renovation loan is a loan program for borrowers interested in financing both the purchase and renovation of a home. With the HomeStyle Renovation loan, borrowers take out one loan for the purchase and repairs of a home or investment property. HomeStyle Renovation is an alternative to the FHA 203k and its cumbersome mortgage insurance requirements.

Inlanta Lock & Shop

Inlanta borrowers do not need to fear rising mortgage rates. Borrowers can lock in their interest rate while they shop for their home with our Lock & Shop program. While most lenders won’t approve a rate lock until the borrower has a property under contract or a signed offer, Inlanta is pleased to offer this service and piece of mind to our borrowers.

The Inlanta Lock & Shop program is quite simple. If mortgage rates go up, the borrower gets the lower, locked rate. If rates decline, the homebuyer will have an option to float down to lower rates. Restrictions and fees apply.

Inlanta Loan Programs

Inlanta Mortgage is an agency approved lender for Fannie Mae. Inlanta Mortgage branch partners have access to loan program options that include FHA, VA, FHA 203K, HomeStyle Renovation, HomePath, and USDA. Inlanta Mortgage also offers numerous state bond agency programs.

Our Mission Statement

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.

About Inlanta Mortgage

Headquartered in Brookfield, Wis., Inlanta Mortgage was established in 1993. We are currently celebrating our 20th Anniversary! Inlanta Mortgage is privileged to have received a number of awards both locally and nationally. Read more about Inlanta Mortgage’s awards.

Inlanta Branch Partnerships

Inlanta Mortgage encourages ethical lending professionals 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 our Branch Development Team at 262-439-4260 or email partners@inlanta.com.

5 Reasons to Join Inlanta Mortgage

Join Inlanta Mortgage

There are a number of reasons to join Inlanta’s award winning team! Our continued growth is a testament to the support we provide our loan officers and branches. Since we know your time is limited, we will get right to the point! Here are 5 reasons to join Inlanta Mortgage…

5 Reasons to Join Inlanta Mortgage

  1. Award-winning technology platform – Inlanta Mortgage was recently recognized for the fourth year in the row as a Top Tech Savvy Lender by Mortgage Technology Magazine.
  2. Marketing support you need to increase your purchase business – Inlanta marketing support systems include Mortgage Returns and an in-house marketing library that allows originators to quickly create co-branded open house flyers, promotional flyers and more.
  3. We are a growing firm. While other mortgage companies are slashing jobs, Inlanta continues to grow adding loan originators, processors, underwriters and funding personnel. Inlanta was recently recognized as one of the Fastest Growing Firms in the Milwaukee Area.
  4. Our comprehensive support platform allows you to focus on your borrowers. Inlanta’s corporate support team provides processing, in-house funding, underwriting, human resources, accounting and compliance support.
  5. Training Opportunities & Events – From XINNIX Mortgage Academy of Excellence manager and new loan officer training to Annual Meetings full of valuable tips, tricks, and information to help you grow your purchase business. Our corporate events provide an excellent time for loan officers and branch personnel to meet with other across the country. Our events encourage loan officers to share ideas and discuss issues facing our evolving mortgage industry.

Ready For the Support You Deserve?

Inlanta Mortgage is seeking mortgage professionals ready to take their business to the next level. With industry leading training programs, full-time marketing support, experienced funding, processing, and in-house underwriting staff – Inlanta Mortgage makes it possible for you to Originate More, Worry Less. For more information, please call Inlanta Mortgage at 262-439-4260 or email partners@inlanta.com.

About Inlanta Mortgage

Inlanta Mortgage is proudly celebrating twenty years in business. Learn more about Inlanta’s twenty year history here.

Inlanta Mortgage offers Fannie Mae/Freddie Mac agency products, as well as a full suite of jumbo 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. 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 named to the Scotsman Guide Top Mortgage Lenders 2012 list and to be among the Top 100 Mortgage Banking Companies in America in 2012.

Originate More. Worry Less.

Inlanta’s senior management team understands how operational issues make it hard for originators to do what they do best – originate mortgage loans. Watch this video to get a glimpse at our senior management team’s vision for Inlanta Mortgage.  The video features Inlanta CEO John Knowlton, President Nicholas DelTorto, Chief Operating Officer Jean Badciong, and Chief Financial Officer John Watry.

The Inlanta Mortgage platform is specifically designed to help you run your business. Inlanta Mortgage support services include accounting, in-house funding, processing (if needed), underwriting and marketing, as well as technology and human resource support. Compliance is paramount in this new mortgage environment and Inlanta’s compliance staff handles all federal and state mortgage banking and servicing compliance matters so you don’t have to.

Headquartered in Brookfield, Wisconsin, Inlanta Mortgage was established in 1993. We are proudly celebrating our 20th Anniversary as mortgage lenders based out the Greater Milwaukee area. The company has grown to 33 branches in 15 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 Mortgage was named a Top Workplace in 2012, has been 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.

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. 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. For more information, please call Joe Ramis or Peter Salamone at Inlanta Mortgage at 262-754-4268, email partners@inlanta.com or visit the company’s main website at http://www.inlanta.com.

 

Experienced Underwriters Make a Difference

Inlanta Mortgage’s experienced underwriting team gives you the power to please your borrowers and referral partners and develop long term relationships.

Underwriting Turn Times

Our primary objective is to provide the turn times needed to assist you with meeting purchase contract deadlines or benefit from the best pricing available on lock executions.

Experience Counts in Underwriting

Our underwriters are fully delegated to underwrite all FHA and VA loans for every investor. We encourage and underwrite USDA loans and are fully integrated with GUS to help with faster approvals. We have relationships established with each private mortgage insurance company to ensure you have the most options available. We have the experience needed to underwrite all loan types, including government sponsored programs.

We don’t expect you to take our word for it – watch the video and listen to what our branch managers have to say about our experienced underwriting team.

Hard to place loans? The scenario engine is a tool available to every Inlanta Mortgage loan officer. It allows loan officers to ask our experienced team of underwriters questions about complicated loan scenarios. The underwriting team monitors the scenario engine and responds in a very timely matter – often the same day. The scenario engine helps loan officers to determine a lot earlier in the mortgage application process how to approach a difficult loan. This helps loan officers provide the best customer service possible to both clients and their referral partners.

Headquartered in Brookfield, Wisconsin, Inlanta Mortgage was established in 1993. The company has grown to 33 branches in 15 states and over 220 employees. 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, has been listed on Mortgage Technology’s Top 25 Tech Savvy Lenders List in 2010, 2011, and 2012, and is one of the Milwaukee Business Journal’s “Top 25 Largest Milwaukee-Area Mortgage Banking Companies.”

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 NMLS# 1016

 

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’s Award Winning Technology Platform

Inlanta Mortgage provides loan officers with a professional website, state-of the-art loan origination software, help desk support, tracking systems, e-mail, customer relationship/database management tools, and access to a secure instant messaging system. Inlanta Mortgage was a proud recipient of Mortgage Technology Magazine’s Top 25 Tech Savvy Lenders Award in 2010, 2011 and most recently in 2012.

Originate More, Worry Less – but don’t take our word for it. Testimonials in the video above were provided by current Inlanta Mortgage branch managers:

  • Randy Cleveland – Branch Manager – Annandale, Minnesota
  • Yvette Clermont – Branch Manager – De Pere, Wisconsin
  • Dave Selleck – Branch Manager – Appleton, Wisconsin
  • Rebecca Bergquist – Branch Manager – Bloomington, Illinois
  • Mike Plating – Branch Manger – Oak Brook, Illinois
  • Joe Fowler – Branch Manager – Ocala, Florida
  • Jim Marcinkowski – Branch Manager – Fort Myers, Florida

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.

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

Learn more information about Inlanta Mortgage’s partnership benefits and support services. 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.

Kansas Branch Partner Receives Award

Cindy Laffey Receives Women Who Mean Business Honor

Inlanta Mortgage is pleased to announce Mortgage Planner and Branch Partner Cindy Laffey has been named to the Kansas City Business Journal’s class of “Women Who Mean Business 2012.” The list recognizes 25 outstanding women in the Kansas City area for their career accomplishments and contributions to the success of other women in the community.

Laffey and the other 2012 honorees were recognized at a luncheon event on August 24, 2012 at the Sheraton Overland Park. “I am thrilled to be named one of the 25 honorees in the Class of 2012’s Women Who Mean Business,” Laffey said. “To be associated with such amazing business women in the Kansas City metropolitan area is such an honor. I am looking forward to getting to know each one of them individually. I want to thank the Kansas City Business Journal and all of their sponsors for including me in this wonderful event.”

As a member of this prestigious group, members are able to rely on each other for support, both personally and professionally. They work together on different causes and form associations. In past years, members met quarterly to continue sharing experiences and learn from one another.

“We are so glad Cindy is being recognized for her great work ethic and drive that we see every day here at Inlanta,” President Nicholas J. DelTorto said. “She is one of our top producers and we know others look to her as a great example of a successful woman in our industry.”

Laffey has been with Inlanta since April 2011 and is one of the top producers in the company. Previously she worked at Wells Fargo as a mortgage consultant and at Bank of America as a vice president. She has been honored as a “five star” mortgage professional in the Kansas City Magazine.

Cindy can be reached at her Overland Park office at 913-322-4422 or visit her at www.cindylaffey.com.

Click here to read about Laffey in the Kansas City Business Journal.

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.

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.

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.