Banker In A Box

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Banker In A Box

  1. 1. Service Overview<br />Sales & Marketing Guidelines<br />
  2. 2. Banker In A Box is…<br />…a turnkey mortgage lending service, enabling mortgage and financial service professionals and companies to serve as a multi-state, direct lenders without all the associated costs, licensing, disclosure hassles and net worth requirements.<br /><ul><li>Sales Management
  3. 3. AMC/HVCC MDIA
  4. 4. Disclosure Process
  5. 5. Processing
  6. 6. Underwriting
  7. 7. Funding
  8. 8. Marketing
  9. 9. Communications</li></ul>Home loans<br />to your clients<br />Banker in a Box<br />© 2010 PMAC Lending Services, Inc. All rights reserved.<br />
  10. 10. Banker In A Box delivers… <br />…an all-inclusive mortgage lending enterprise through a simple software and communication platform which enables the user to pick, disclose, status and deliver a home loan based on their clients individual needs. Using CRM,LOS and Data base Management Solutions melded into a Single Touch Point system called LenderLink – PMAC proprietary software platform. <br /><ul><li>Sales Management
  11. 11. AMC/HVCC MDIA
  12. 12. Disclosure Process
  13. 13. Processing
  14. 14. Underwriting
  15. 15. Funding
  16. 16. Marketing
  17. 17. Communications</li></ul>Home loans<br />to your clients<br />Banker in a Box<br />© 2010 PMAC Lending Services, Inc. All rights reserved.<br />
  18. 18. Banker In A Box benefits the user… <br /><ul><li>Autonomy - by providing complete control of the loan selling, origination, management and pricing of the loan, thus ensuring higher quality, reduced costs and increased profitability for the user
  19. 19. 100% commission payout minus Corporate Cost and Taxes (15%)
  20. 20. CRM, LOS, HR, Administration and all “Back Room” operations taken care of
  21. 21. Group Insurance and 401K
  22. 22. Consistent Industry Relevant Marketing Collateral Delivered Directly To You
  23. 23. On-Going Training – Live at PMAC University or Via Webinar
  24. 24. Access to all PMAC brick and mortar locations
  25. 25. Access to PMAC University for training events, webinars and FTHB seminars
  26. 26. PMAC U is a Fully Functional Training /Business Facility with 15x15 Built in Move Screen and Retractable Projector and sound system for Presentations and Webinars. </li></ul>© 2010 PMAC Lending Services, Inc. All rights reserved.<br />
  27. 27. The All-Inclusive Mortgage Lending Enterprise<br /><ul><li>(Item A) Sales, Qualification ,Loan Disclosure ,Application & Electronic Submittal
  28. 28. (Item B) Everything Accessible through the Internet
  29. 29. (Item C) PMAC Mortgage Lending Enterprise
  30. 30. (Item 1) – Loan Origination & Task Assignments
  31. 31. (Item 2) – Management, Loan Origination & Processing
  32. 32. (Item 3) - Loan Underwriting, Funding & Post Closing Data Management
  33. 33. (Item W) Warehouse Lending w/ Correspondent Relationships
  34. 34. (Item D) Multiple Borrower Types
  35. 35. Fannie Mae Seller Servicer, HUD Full Eagle</li></ul>© 2010 PMAC Lending Services, Inc. All rights reserved.<br />
  36. 36. Why PMAC :: How it Benefits You<br /><ul><li>More Profit & Revenue
  37. 37. Through Increased Production and Decreased Costs
  38. 38. Greater Resources & Support
  39. 39. Operations
  40. 40. Latest Technology
  41. 41. Refines Workflow & Process
  42. 42. Marketing & Advertising – Creating Demand
  43. 43. More Competitive
  44. 44. Great Choice, Convenience and Satisfaction from your clients
  45. 45. Loan Product Access
  46. 46. Greater Control
  47. 47. Meeting and Managing Customer Expectations
  48. 48. Reduced Liabilities
  49. 49. Standardization
  50. 50. All Loans Consistently Packaged
  51. 51. Eliminate Long Broker Lists
  52. 52. One Conduit for All Loans</li></ul>© 2010 PMAC Lending Services, Inc. All rights reserved.<br />
  53. 53. What Makes PMAC Different :: Our Distinct Advantages<br /><ul><li>Process & Workflow Powered by Technology
  54. 54. Turnkey End to End Mortgage Lending Enterprise
  55. 55. LenderLink
  56. 56. Quick & Easy Best Practices
  57. 57. Sales Process – Disclosure, MDIA, AMC, HVCC
  58. 58. Loan Selection & Pricing
  59. 59. Needs List Provided & Task Management
  60. 60. Total Compliance with All Governmental Agencies
  61. 61. In House Underwriting & Funding
  62. 62. Event Trigged E-mailing, Tasking, and Updating To Appropriate Parties
  63. 63. 24/7 Communication to All Parties from any Windows/ Internet PC in the world
  64. 64. Transaction History to audit the entire file
  65. 65. Unique Database Marketing
  66. 66. Targeted to your Clients Needs based on Key Trends
  67. 67. Loan Selection
  68. 68. Assistance
  69. 69. Start Up Costs and Monthly Subscription
  70. 70. Marketing Collateral & Promotion
  71. 71. Training, Training and Training</li></ul>© 2010 PMAC Lending Services, Inc. All rights reserved.<br />
  72. 72. PMAC Support<br /><ul><li>Corporate
  73. 73. Developing Your Business Plan & Time Management
  74. 74. Providing, Implementing and Training You with All PMAC Resources
  75. 75. Full Technology Access
  76. 76. Licensed/Operating in 9 Western States  
  77. 77. Start Up Expense Assistance
  78. 78. Virtual Office-Everything you need is online
  79. 79. Loan Processing, Funding all done transparently and Centralized
  80. 80. Corporate Benefit Plan  
  81. 81. Compliance & QC 
  82. 82. Sales
  83. 83. Select the Loan & Control the Loan Pricing
  84. 84. Marketing
  85. 85. Personalized Marketing Materials for Templates
  86. 86. Loan Program Collateral
  87. 87. Loan Scenario Collateral
  88. 88. Corporate Collateral
  89. 89. Open-House Collateral</li></ul>© 2010 PMAC Lending Services, Inc. All rights reserved.<br />
  90. 90. What We Require<br /><ul><li>Tenure
  91. 91. 3 – 5 Years in the Mortgage Lending Business
  92. 92. Established Production History
  93. 93. Verify via W-2 Pay Check Stubs/ Financial Statements
  94. 94. Production
  95. 95. Background
  96. 96. Employment Application
  97. 97. References
  98. 98. ADP Background Report
  99. 99. No Felony Convictions
  100. 100. Fees
  101. 101. Start-up and Set-up Costs determined by election of products</li></ul>© 2010 PMAC Lending Services, Inc. All rights reserved.<br />
  102. 102. Banker in a Box :: Pricing Options*<br />* All pricing options are fully explained in Banker In A Box Cost Agreement<br />© 2010 PMAC Lending Services, Inc. All rights reserved.<br />
  103. 103. Banker in a Box <br />For more information regarding our Banker in a Box program contact:<br />Phillip V. Rodriguez<br />V.P. So. Cal Production<br />(909) 539-6568 Direct:<br />(714) 925-3991 Cell:<br />Email: prodriguez@pmac.com<br />For more information about PMAC, visit us online at www.pmac.com .<br />Take an online tour of our Corporate Headquarters: http://www.pmac.com/corporate-tour.html<br />© 2010 PMAC Lending Services, Inc. All rights reserved.<br />

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