2. OUR CRM
With
AUTOMATED
EMAIL CAMPAIGNS
We’ve pre-loaded tons of automated email campaigns
in our CRM, Top of Mind, for you to send out!
Plus, we’ve got hundreds of professionally created emails for every
need that autopopulate with your information.
4. CO-BRANDED
COLLATERAL &
DELIVERABLES
Having appropriate content is important in conveying the right messaging to the right audience.
Challenge: Many times loan officers are restricted
by a limited selection of collateral pieces, forcing
them to utilize pieces that may not be appropriate
for their target audience.
Solution: Aside from maintaining an abundant
collateral selection, we focus on adjusting the
messaging to fit a various array of borrowers in
any scenario. Additionally, we will ensure the
same messaging is available on multiple mediums
so you can deliver messaging in a format that is
most suitable to your audience.
HOW IT WORKS
Open House Marketing Material: We stay
compliant and take the guess work out through
our Open House Flyer generation portal that is
synced to daily rates. Each flyer has the ability
to be customized to each listing, includes co-
branded information and an up to date rate sheet.
Educational Flyers: Our flyer portal is an ever-
growing platform of marketing collateral fit to
cover any product or industry change. There
are new materials added each month to ensure
we can effectively highlight any new product or
program shortly after they’ve become available.
Co-Branded Open House Flyers Co-Branded Educational and Product Flyers
Alan Polson, Mortgage Specialist
Office: (602) 572-9905 | Mobile: (602) 430-7840
apolson@newpennfinancial.com
6909 East Greenway Parkway Suite 100
Scottsdale, AZ 85254
NMLS # 179230
ENGAGE
Your
REFERRAL
PARTNERS
We’ve got realtor targeted presentations and tools galore.
EXCEED THE EXPECTATIONS
through SUPERIOR SERVICE,
EFFECTIVE COMMUNICATIONS.
SIMPLE PROCESSES, &
RESIDENTIAL MORTGAGE BORROWERS & BUSINESS PARTNERS
OF OUR
OUR MISSION
HERE’S WHAT WE
HAVE IN STORE FOR YOU:
3........OPERATIONAL EXCELLENCE
4........COBRANDED COLLATERAL AND DELIVERABLES
5........EDUCATIONAL MATERIALS
6........NEW PENN FINANCIAL, LLC’S PROGRAMS AND SOLUTIONS
7........MARKET UPDATES
8........IN-PROCESS VIDEOS
9........JUST LISTED ALERTS
10......MORTGAGES UNDER MANAGEMENT
11......PRE-PURCHASE COMMUNICATION
OPERATIONAL EXCELLENCE
Processors
working closely
with borrowers
Underwriters
who are
solutions
focused
Leadership
who cares about
your success
HAPPY
BORROWER
We are aligned - everybody involved in the origination process is dedicated
to making the transaction a pleasant experience for the borrower, without
the worry and complexity that has occurred in the past.
LOCAL AND ACCESSIBLE
We believe that our processors belong in markets where the borrowers are
served, and seated right next to the loan officers that they support.
Processor’s Role:
• Make welcome calls
• Work with the borrowers and/or loan officers to collect documentation
• Communicate with the underwriters to troubleshoot conditions
An underwriter is a phone call away (and in some cases, located in
market as well), and works with loan officers on loan scenarios and
solutions for tough deals. Everybody works together to get the borrower to
the closing table, on time, every time.
LEADERSHIP THAT CARES ABOUT YOUR PIPELINE
Our management team cares about your pipeline of loans as much as
you do. Each region has at least one pipeline manager who monitors the
pipeline throughout each day to keep things moving and address issues.
It’s their job to“unstick”your files, and move them into closing at least
3 days prior to the closing date. It’s not about just keeping the pipeline
flowing, it’s about measuring performance month after month and setting
the next goal to close loans more quickly…speed and efficiency will help
you exceed your borrower’s expectations.
Alan Polson, Mortgage Specialist
Office: (602) 572-9905 | Mobile: (602) 430-7840
apolson@newpennfinancial.com
6909 East Greenway Parkway Suite 100
Scottsdale, AZ 85254
NMLS # 179230
IN-PROCESS VIDEOS
At New Penn Financial, LLC, we understand that buyers may become worried about the purchase
process even while loan officers and real estate agents are working steadily behind the scenes.
Challenge: Homebuyers need to know what’s
going on in the loan process, feel connected to
their team of professionals and understand steps
they can take while they wait for closing.
Solution: New Penn Financial, LLC emails a series
of“Welcome to the Mortgage Process”videos
at different stages of the loan process. These
lighthearted videos keep buyers informed and
aware of next steps.
HOW IT WORKS
Dynamic Videos: E-Videos personalized per
buyer and where they are moving during the loan
process. Videos include information of milestones
reached to ensure proactive communication to
you and your buyer.
Milestones:
• Appraisal Ordered
• Documentation
• Conditional Approval
• Purchase Underwriting
• Purchase Congratulations
Co-Branded Team Approach: Each in-process
video has the ability to be co-branded to give the
team approach feeling every buyer will appreciate.
Alan Polson, Mortgage Specialist
Office: (602) 572-9905 | Mobile: (602) 430-7840
apolson@newpennfinancial.com
6909 East Greenway Parkway Suite 100
Scottsdale, AZ 85254
NMLS # 179230
All our LO’s receive a Realtor Value Proposition
booklet with their contact info on every page. Hand
this out to realtors and show them the value your
partnership brings!
Flyers for Realtors
Engaging Presentations
Seminar Invitations
5. SWAG
That’s
BRANDED
& PROFESSIONAL
Our general store is filled with branded swag for you to show off and
give to your referral partners.
Branded Apparel
Branded Office Supplies
Premium Branded Gifts
6. Through our state-of-the-art automated social networking tool, we
create relevant social media content that automatically populates onto
your social accounts and links out directly to your website.
Automatically
generated and
posted on the LO’s
behalf
Links redirect
the LO’s personal
webpage
OUR CRM
For
AUTOMATED
SOCIAL MEDIA
Twitter
LinkedIn
