take your mortgage career to the next level with benchmark mortgage's idaho team
DESCRIPTION
Work Hard. Have Fun. Close Loans. Take your career to the next level with the Idaho Team of Benchmark Mortgage. Contact Shanna Tucker at 208.388.0500 for more information.TRANSCRIPT
OF THE 50 BEST MORTGAGE COMPANIES
TO WORK FOR
Who is Benchmark Mortgage?
National Banker & Broker
Minimal Underwriting Overlays• Fannie Mae Direct Lender • Ginnie Mae Direct Lender (pending)
• Audits complete• Expected within 0‐4 months
In‐house Product• Construction to Perm (coming soon)
Loan Servicer • Convenient for clients
Correspondent & Broker • To serve unique needs
2013 Statistics• $1.627 Billion• 7,903 Loans• 80% Purchase Business
Who is Benchmark Mortgage?
Company Leadership• Jim McMahan, President | Billion Dollar Producer | Coach• Stewart Hunter, Chief Visionary Officer | Branch Mentor• Bryan Harlan, Chief Executive Officer | Licensed in 43 States
Who is Benchmark Mortgage?Idaho Underwriting & Processing
• Common Sense, “how do we make it work” approach
• Reliable Pre‐Approvals ‐ Friendly, Knowledgeable & Accessible to Loan Officers
• Job Descriptions includes helping sales team succeed
• Average underwriting turn times = 2.1 days (Q2 2013)
Who is Benchmark Mortgage?
Statistically, our in‐house Boise appraisals have come in$3,215 over purchase price in the last 18 months.
Amazing Appraisal PanelQuality Control Screened based on their ability to do a good job in some of Boise’s most challenging & unique neighborhoods:
• The North End• The East End• The Foothills• The Bench• Custom High End Homes
On Time (or early) Closings
Boise Branch: Historically we close on time or early.
• Boise average days clear‐to‐close before contract deadline = 4.42 Days (Jan 2013 – June 2014)
• Clear‐to‐Close to Docs at Title = 2.1 Hours
• Average time in processing (from contract received to funded) = 23.97 days (Q2 2013)
• Same Day Funding on Most Transactions
Who is Benchmark Mortgage?
Boise Branch CRM: Highly Customized Version of SalesforceManaged pipeline Semi‐Automated Communication / Status UpdatesTBD & Lead follow up system Streamlined and Efficient
Who is Benchmark Mortgage?
Accepted Offer ‐ Introduction to Listing Agent
Who is Benchmark Mortgage?
Boise Branch CRM: Loan Status Updates Semi‐automated for LO to review, customize and email
Who is Benchmark Mortgage?
Boise Branch CRM: Loan Status Updates – Weekly SummarySemi‐automated for LO to review, customize and email
Accepted Offer… What to Expect
Boise Branch CRM: Loan Status Updates Semi‐automated for LO to review, customize and email
Appraisal Ordered
Boise Branch CRM: Loan Status Updates Semi‐automated for LO to review, customize and email
Appraisal Received
Boise Branch CRM: Loan Status Updates Semi‐automated for LO to review, customize and email
Clear To Close | Closing Instructions | Funding
Boise Branch CRM: Loan Status Updates Semi‐automated for LO to review, customize and email
Who is Benchmark Mortgage?“Done 4 You” Marketing, Social Media & Training
Who is Benchmark Mortgage?Loan Officer Websites with “Done 4 You” Blog , Squeeze Page & Social Media Posts
Who is Benchmark Mortgage?Benchmark University: Coaching, Mentoring & Webinar Library
2013 ACAR Affiliate of the Year
Who is Benchmark Mortgage?
2013 ACAR Affiliate of the Year
Benchmark University: Coaching, Mentoring & Webinar Library
Private Team Training in Idaho by Jim McMahan Boise Team Dinner with Jim McMahan
Loan Officer Mastermind in Breckenridge, COACAR Realtor Training in Idaho by Jim McMahan
Live Training and Private Company Events
Who is Benchmark Mortgage?
Frequent Discounts on National Training Programs
Who is Benchmark Mortgage?
Join a Benchmark Mortgage Super Star at Sales Mastery this year.
Who is Benchmark Mortgage’s Idaho Team?
Boise Marketing, Reputation, Brand Recognition & Realtor Events
2013 ACAR Affiliate of the Year
2010
2008 BBBIntegrity Counts
Honoree
Celebration of Excellence
Celebration of Excellence
Operations & Underwriting Summit
National Licensing
What is the National Lending Center?
• Primary function to service pipelines of newly hired loan originators while they await licensing transfers.
• Secondary function is to service referral business from time to time
Who is Benchmark Mortgage?
What is the National Lending Center?
• Primary function to service pipelines of newly hired loan originators while they await licensing transfers.
• Secondary function is to service referral business from time to time
Who is Benchmark Mortgage?
Boise Class A Office Space
• St. Mary’s Crossing 2535 W. State Street (27th & State)
• 36,000 Cars drive by daily for brand recognition
• Convenient from downtown off ramp
• Private Offices
• Free parking
Who is Benchmark Mortgage?
Benchmark Mortgage Idaho TeamSaving the World One Mortgage At a Time
We believe the right or wrong mortgage can change a person’s future and our advice must be educated, ethical and personalized. We strive to help our clients save money; maximize their wealth; and sleep easier at night.
We believe that we should positively impact our clients, industry partners and team members because our every action and our every word creates a ripple effect that expands out into our homes, our community and the world.
We believe we have the power to positively impact every life we touch. We believe we can make the world a better place… one mortgage at a time.
Who is Benchmark Mortgage?
Let’s Connect!Learn More about Idaho Career OpportunitiesDean & Shanna Tucker, Idaho Managers Facebook:208.388.0500 | Office www.Facebook.com/HomeLoanBoise208.388.0501 | Fax www.Facebook.com/ShannaWrotenTucker
Email: [email protected] LinkedInEmail: [email protected] www.LinkedIn.com/IdahoMortgage
www.LinkedIn.com/ShannaTuckerBenchmark Mortgage2535 W State Street TwitterBoise, ID 83702 @IdahoMortgage
@ShannaTuckerApply Online: www.Tucker.Benchmark.us
Ark‐La‐Tex Financial Services, LLC d/b/a Benchmark Mortgage 5160 Tennyson Pkwy STE 2000W, Plano, TX 75024. NMLS ID #2143 (www.benchmark.us) 972‐398‐7676. This advertisement is for general information purposes only. Some products may not be available in all licensed locations. Information, rates, and pricing are subject to change without prior notice at the sole discretion of Ark‐La‐Tex Financial Services, LLC. All loan programs subject to borrowers meeting appropriate underwriting conditions. This is not a commitment to lend. Other restrictions may apply. Idaho Mortgage Broker & Lender #MBL – 4060
OF THE 50 BEST MORTGAGE COMPANIES
TO WORK FOR