This document summarizes CrossCountry Mortgage, a national mortgage lender that is expanding into new markets. It provides details about the company's leadership, culture of innovation and technology, competitive sales environment, and resources and support for branches and loan originators. Highlights include its entrepreneurial spirit, industry-leading loan processing times of 21 days or less, robust product offerings and underwriting capabilities, data and analytics tools, onboarding and marketing support for new branches, and in-house marketing agency.
The Motorsport Agency is a marketing agency focused on the motorsports industry. They specialize in sponsorship, partnerships, public relations, and social media for motorsports. Their services include branding, media outlets, VIP hospitality, product ambassadors, marketing portfolios for teams/drivers, and PR/video work. They have case studies of successful campaigns for companies like Uncle Bob's Self Storage, Thermal Technology, and Kanetix.ca. The agency is led by former racing champion Juliana Chiovitti and aims to provide expert advice and activate partnerships in motorsports.
This document provides information about Coldwell Banker and Peter Gruits' real estate services. It outlines their full service approach to marketing and selling homes, including positioning the home, developing print and digital marketing materials, managing offers and negotiations, and supporting the closing process. Peter Gruits has decades of real estate and business experience. He works with Coldwell Banker, the largest real estate company in Florida, to provide local expertise and access to national and international real estate networks.
CFA is a promotions and sweepstakes agency founded in 1994 that works with retail and consumer goods clients. It provides various promotion services including traditional promotions, sweepstakes, social media activations, and mobile games. CFA executes hundreds of promotions each year for clients and handles all aspects of sweepstakes from creation to fulfillment. Example promotions and clients are highlighted showing CFA's work increasing sales and growing customer databases for companies.
Digital Dealer Magazine Interview with Ralph Paglia is Cover StoryRalph Paglia
Ralph Paglia is the e-business director at Courtesy Chevrolet in Phoenix, Arizona, which has a large Hispanic population and competitive auto market. He oversees 60 employees across internet sales, customer relationship, and finance teams. Courtesy Chevrolet generates 30% of its sales from these departments. Paglia discusses the dealership's website strategy, use of multiple vendors, and challenges maintaining profits with internet sales in a competitive market.
Digital Dealer April 2007 Ralph Paglia Cover Story 2Ralph Paglia
The document provides an interview with Ralph Paglia, the e-business director of Courtesy Chevrolet dealership in Phoenix, Arizona. It discusses how the dealership generates over 30% of its sales from its e-business department, which includes internet sales teams, a customer relationship center, and marketing efforts. It also details the various sources the dealership uses to generate internet leads and the different closing rates for each source.
Shoptalk 2018: Selected Company Profiles 3 21-2018Charlotte Brook
This document provides an overview of ComCap LLC, an investment bank focused on commerce and capital markets. It discusses ComCap's areas of focus, which include B2C ecommerce, SaaS, fintech, logistics, marketing, mobile and personalization technologies. The document then lists various profiles of interest, including AI/analytics, B2C brands, ecommerce platforms, fintech firms, logistics providers, marketing suites and more. It also lists top digital retail investors that ComCap tracks, such as Accel-KKR, Activant Capital, Commerce Ventures, e.ventures, Fung Capital and General Catalyst.
This document provides an overview of leading European eCommerce investors in 1H 2018. It discusses ComCap, an investment bank focused on commerce and capital markets deals. The document then lists the largest European eCommerce funding rounds since 2016, with many going to German companies. It also outlines active financial and strategic investors in the European eCommerce space, including Index Ventures, Accel, and Prosus. Overall, the document analyzes investment trends and major players in the European eCommerce market.
This document discusses sponsorship in motorsports. It provides perspectives from industry leaders on how to effectively structure sponsorship deals. Key aspects discussed include clearly defining sponsorship objectives and metrics, having reasonable expectations, extending brand awareness beyond racing audiences, and preparing sponsors and drivers to maximize returns on sponsorship investments.
The Motorsport Agency is a marketing agency focused on the motorsports industry. They specialize in sponsorship, partnerships, public relations, and social media for motorsports. Their services include branding, media outlets, VIP hospitality, product ambassadors, marketing portfolios for teams/drivers, and PR/video work. They have case studies of successful campaigns for companies like Uncle Bob's Self Storage, Thermal Technology, and Kanetix.ca. The agency is led by former racing champion Juliana Chiovitti and aims to provide expert advice and activate partnerships in motorsports.
This document provides information about Coldwell Banker and Peter Gruits' real estate services. It outlines their full service approach to marketing and selling homes, including positioning the home, developing print and digital marketing materials, managing offers and negotiations, and supporting the closing process. Peter Gruits has decades of real estate and business experience. He works with Coldwell Banker, the largest real estate company in Florida, to provide local expertise and access to national and international real estate networks.
CFA is a promotions and sweepstakes agency founded in 1994 that works with retail and consumer goods clients. It provides various promotion services including traditional promotions, sweepstakes, social media activations, and mobile games. CFA executes hundreds of promotions each year for clients and handles all aspects of sweepstakes from creation to fulfillment. Example promotions and clients are highlighted showing CFA's work increasing sales and growing customer databases for companies.
Digital Dealer Magazine Interview with Ralph Paglia is Cover StoryRalph Paglia
Ralph Paglia is the e-business director at Courtesy Chevrolet in Phoenix, Arizona, which has a large Hispanic population and competitive auto market. He oversees 60 employees across internet sales, customer relationship, and finance teams. Courtesy Chevrolet generates 30% of its sales from these departments. Paglia discusses the dealership's website strategy, use of multiple vendors, and challenges maintaining profits with internet sales in a competitive market.
Digital Dealer April 2007 Ralph Paglia Cover Story 2Ralph Paglia
The document provides an interview with Ralph Paglia, the e-business director of Courtesy Chevrolet dealership in Phoenix, Arizona. It discusses how the dealership generates over 30% of its sales from its e-business department, which includes internet sales teams, a customer relationship center, and marketing efforts. It also details the various sources the dealership uses to generate internet leads and the different closing rates for each source.
Shoptalk 2018: Selected Company Profiles 3 21-2018Charlotte Brook
This document provides an overview of ComCap LLC, an investment bank focused on commerce and capital markets. It discusses ComCap's areas of focus, which include B2C ecommerce, SaaS, fintech, logistics, marketing, mobile and personalization technologies. The document then lists various profiles of interest, including AI/analytics, B2C brands, ecommerce platforms, fintech firms, logistics providers, marketing suites and more. It also lists top digital retail investors that ComCap tracks, such as Accel-KKR, Activant Capital, Commerce Ventures, e.ventures, Fung Capital and General Catalyst.
This document provides an overview of leading European eCommerce investors in 1H 2018. It discusses ComCap, an investment bank focused on commerce and capital markets deals. The document then lists the largest European eCommerce funding rounds since 2016, with many going to German companies. It also outlines active financial and strategic investors in the European eCommerce space, including Index Ventures, Accel, and Prosus. Overall, the document analyzes investment trends and major players in the European eCommerce market.
This document discusses sponsorship in motorsports. It provides perspectives from industry leaders on how to effectively structure sponsorship deals. Key aspects discussed include clearly defining sponsorship objectives and metrics, having reasonable expectations, extending brand awareness beyond racing audiences, and preparing sponsors and drivers to maximize returns on sponsorship investments.
The document provides an overview of ComCap LLC, an investment bank focused on commerce and capital markets. It introduces the firm and its team, describes the sectors and themes it focuses on, and provides profiles of several companies in the AI/analytics space that will be presented at the Shoptalk 2018 conference. The profiles summarize each company's capabilities and key facts.
The document provides an overview of various AI and analytics companies that will be attending the Shoptalk 2018 conference. It includes brief profiles of 14 companies, describing their capabilities, customers, funding amounts, and other key facts. The profiles cover companies that provide solutions such as customer data platforms, product analytics, predictive pricing and inventory optimization, image recognition, personalization, and identity management.
- The document discusses the emergence and growth of digitally native vertical brands (DNVBs), which are e-commerce focused brands that control their own distribution and product selection.
- DNVBs have grown as physical retail traffic declines, e-commerce increases, and the population of "digital natives" who prefer online shopping rises. Many DNVBs focus on apparel and fashion.
- Traditional retailers are adapting to consumers' shift to online shopping through omni-channel strategies, while investors can capture higher margins by investing in DNVBs, which avoid physical store costs. The document provides several examples of DNVBs and analysis of their funding and valuations.
NAI Emory Hill has been providing full-service commercial real estate brokerage services in the Mid-Atlantic region since 1981, executing over $1 billion in transactions. They offer a range of services including brokerage, investment services, property management, and corporate real estate services. As one of the largest brokerages in the area, NAI Emory Hill brokers have extensive experience and industry credentials. They work as a team to leverage their collective skills and experience to deliver optimal solutions for clients. The firm joined the global NAI network in 1997, providing clients with both extensive local expertise and global commercial real estate resources and services.
- Allegis Capital is a venture capital firm founded in 1982 that invests in early stage technology and software companies serving emerging markets.
- It focuses on seed and early-stage startups developing enabling technologies for emerging IT markets, primarily in the western US.
- The firm was originally formed within AVI Capital, another early-stage VC firm dating back to 1982, and its managing directors have decades of experience investing in technology startups.
Shoptalk 2018: Selected Company Profiles 0319Charlotte Brook
This document provides an overview of ComCap LLC, an investment bank focused on commerce and capital markets. It outlines ComCap's areas of focus, including B2C ecommerce, SaaS, fintech, logistics, marketing, mobile and personalization. The document then lists selected companies in various categories and profiles several top digital retail investors, including Accel-KKR, Activant Capital Group, and Commerce Ventures. It provides details on each firm's areas of focus, funds raised, portfolio companies and selected investors.
This document provides an overview of ComCap LLC, an investment bank focused on commerce and capital markets. It outlines ComCap's areas of focus, including B2C ecommerce, SaaS, fintech, logistics, marketing, mobile and personalization. The document then lists selected companies in various categories and profiles several top digital retail investors, including Accel-KKR, Activant Capital Group, and Commerce Ventures. It provides details on each firm's areas of focus, funds raised, portfolio companies and selected investors.
The TigerDirect Touch Tour was an 8-event summer marketing campaign in 5 cities to promote 4th generation Intel Core processors and Intel-based products available at TigerDirect. Goals were to generate awareness of new products, engage audiences with devices, and drive traffic to TigerDirect stores and website. Events included product demos, trivia, caricatures and prize drawings at movie theaters and TigerDirect stores. The campaign reached over 6 million people and had over 11,000 engagements. Locations with both in-store and theater events and those aligned with blockbuster movie releases performed best. Lessons included optimizing offers and gift cards, focusing on Saturdays, and better informing store staff.
Turn anonymous website traffic into known accountsLeanne Moir
It used to be that when a prospect wanted to buy your product, they would start a conversation with a sales rep. But due to the rise in digital buying behaviours, they’re coming to your website and researching anonymously. So how you turn that anonymous data into insight?
We invite you to join this webinar as we cover:
How to identify all of your web traffic
Customising every visit for target accounts
Increasing form completions
This presentation will feature B2B marketers who will share how they are using their website data to serve up unique web experiences to target accounts and maximise engagement.
This document provides an agenda and overview for the Shoptalk 2018 conference. It includes an introduction to ComCap, an investment banking firm focused on commerce and capital. The document then outlines various theme areas that ComCap focuses on, including AI/analytics, B2C brands, ecommerce SaaS, fintech, logistics, marketing, mobile, personalization, retail in-store technology. Profiles are provided for several investor firms, including Accel-KKR, Activant Capital Group, and Commerce Ventures. Key details are given about each firm's areas of focus and sample investments.
Shoptalk 2018: Selected Company Profiles 319-2018Charlotte Brook
This document provides an overview of ComCap LLC, an investment bank focused on commerce and capital markets. It outlines ComCap's areas of focus, including B2C, ecommerce SaaS, fintech, logistics, marketing, mobile and personalization technologies. The document then lists selected companies in each of these areas and provides brief profiles of top digital retail investors including Accel-KKR, Activant Capital Group, and Commerce Ventures.
HomeBridge Financial Services is a large mortgage lender that focuses on providing customized home loan solutions and a customer-centric experience. It has experienced significant growth in recent years in terms of loan volume, number of branches and employees, and servicing portfolio. HomeBridge prides itself on its experienced personnel, financial stability, and focus on helping families achieve homeownership.
Creative Mindworks is a marketing and advertising firm that has received over 80 creative awards. It has been named Marketing Firm of the Year by the Latin Builder's Association and has received several other awards and accolades. The document provides details on the various services offered by Creative Mindworks, including account services, consumer research, creative services, copywriting, print and broadcast production, media planning and buying, internet development, online marketing, virtual solutions, call tracking software, customer relationship management software, and a list of clients.
We liken our pickup and delivery service franchise
model to the incredibly popular and in-demand
ride-sharing and app-based car service industry;
it’s simply how people want to do business and
go about their daily lives.
Want to learn more about Buying or Selling a dealership? Here is Dealer Solutions North America’s new brochure with all the information you need to get started. We spark more opportunities than any other M&A firm, so give us a call, we’re here to answer your questions.
This document discusses how dealers and consumers differ in their approaches to vehicle pricing and trade-in values. It introduces DealerCue as a system that bridges this gap by integrating third-party data and market insights. Specific products are highlighted, including VinCue for appraisals, RevCue for websites and inventory, and AdCue for targeted digital ads. Customer testimonials praise the responsiveness and results from using DealerCue's tools. The company's growth, finances, team, and opportunities are overviewed, with a focus on continued product innovation.
PrimeLending is a bank-owned mortgage lender with nearly 300 branches across 41 states. It originated the 4th highest number of non-cash home purchase loans in the US in 2012. The document discusses PrimeLending's growth, core values of honesty and integrity, and people-centric culture. It also outlines the various technology tools and departments that support loan officers, including loan origination software, a CRM tool, e-signatures, secondary marketing, underwriting, marketing, professional development, and human resources.
This document summarizes marketing materials and support provided by Guaranteed Rate to help originators double their purchase business. It outlines Guaranteed Rate's sales-driven processing model that allows originators to focus on sales while support staff handles processing. It also describes various marketing tools available, including automated campaigns, in-house agency support, national spokesperson Ty Pennington, corporate benefits programs, builder programs, referral partner marketing, social media support, events support, and sales coaching webinars. The goal is to give originators everything they need to grow their business through competitive products, advanced technology, and robust marketing and sales support.
The document discusses Guaranteed Rate's focus on helping mortgage originators double their purchase business through Guaranteed Rate's platform. The platform includes competitive pricing, an efficient process, state-of-the-art technology, marketing support, sales coaching, and proprietary technology that reduces administrative tasks so originators can focus on sales. The document provides details on Guaranteed Rate's history, growth, awards, values, technology tools, product offerings, and pricing advantages.
Impac Mortgage Holdings (IMH) is a mortgage lender founded in 1995 that has originated over $90 billion in residential loans. IMH focuses on purchase money transactions and offers retail, wholesale, correspondent, and portfolio lending as well as government loan programs. The company has a presence in several states with regional and retail offices. IMH prides itself on its experienced leadership team and aims to support loan officers through training, marketing resources, and technology tools.
The document proposes a marketing strategy for First Leasing, Qatar to increase brand awareness and loan applications through an online and social media presence. The strategy includes developing a mascot, maintaining a sustained social media presence on platforms like Facebook and Twitter, and advertising on the website Qatar Day.
This document summarizes information about HomeBridge Financial Services, a mortgage lender. It discusses HomeBridge's operating principles of having knowledgeable employees and a customer-centric approach. It also outlines HomeBridge's growth over recent years in production volume, number of branches, employees, and servicing portfolio. The document provides details on HomeBridge's product offerings, partnerships with brokers and correspondents, renovation lending programs, technology platform, and employee training and benefits. It positions HomeBridge as a partner to help people achieve their dream of homeownership.
The document provides an overview of ComCap LLC, an investment bank focused on commerce and capital markets. It introduces the firm and its team, describes the sectors and themes it focuses on, and provides profiles of several companies in the AI/analytics space that will be presented at the Shoptalk 2018 conference. The profiles summarize each company's capabilities and key facts.
The document provides an overview of various AI and analytics companies that will be attending the Shoptalk 2018 conference. It includes brief profiles of 14 companies, describing their capabilities, customers, funding amounts, and other key facts. The profiles cover companies that provide solutions such as customer data platforms, product analytics, predictive pricing and inventory optimization, image recognition, personalization, and identity management.
- The document discusses the emergence and growth of digitally native vertical brands (DNVBs), which are e-commerce focused brands that control their own distribution and product selection.
- DNVBs have grown as physical retail traffic declines, e-commerce increases, and the population of "digital natives" who prefer online shopping rises. Many DNVBs focus on apparel and fashion.
- Traditional retailers are adapting to consumers' shift to online shopping through omni-channel strategies, while investors can capture higher margins by investing in DNVBs, which avoid physical store costs. The document provides several examples of DNVBs and analysis of their funding and valuations.
NAI Emory Hill has been providing full-service commercial real estate brokerage services in the Mid-Atlantic region since 1981, executing over $1 billion in transactions. They offer a range of services including brokerage, investment services, property management, and corporate real estate services. As one of the largest brokerages in the area, NAI Emory Hill brokers have extensive experience and industry credentials. They work as a team to leverage their collective skills and experience to deliver optimal solutions for clients. The firm joined the global NAI network in 1997, providing clients with both extensive local expertise and global commercial real estate resources and services.
- Allegis Capital is a venture capital firm founded in 1982 that invests in early stage technology and software companies serving emerging markets.
- It focuses on seed and early-stage startups developing enabling technologies for emerging IT markets, primarily in the western US.
- The firm was originally formed within AVI Capital, another early-stage VC firm dating back to 1982, and its managing directors have decades of experience investing in technology startups.
Shoptalk 2018: Selected Company Profiles 0319Charlotte Brook
This document provides an overview of ComCap LLC, an investment bank focused on commerce and capital markets. It outlines ComCap's areas of focus, including B2C ecommerce, SaaS, fintech, logistics, marketing, mobile and personalization. The document then lists selected companies in various categories and profiles several top digital retail investors, including Accel-KKR, Activant Capital Group, and Commerce Ventures. It provides details on each firm's areas of focus, funds raised, portfolio companies and selected investors.
This document provides an overview of ComCap LLC, an investment bank focused on commerce and capital markets. It outlines ComCap's areas of focus, including B2C ecommerce, SaaS, fintech, logistics, marketing, mobile and personalization. The document then lists selected companies in various categories and profiles several top digital retail investors, including Accel-KKR, Activant Capital Group, and Commerce Ventures. It provides details on each firm's areas of focus, funds raised, portfolio companies and selected investors.
The TigerDirect Touch Tour was an 8-event summer marketing campaign in 5 cities to promote 4th generation Intel Core processors and Intel-based products available at TigerDirect. Goals were to generate awareness of new products, engage audiences with devices, and drive traffic to TigerDirect stores and website. Events included product demos, trivia, caricatures and prize drawings at movie theaters and TigerDirect stores. The campaign reached over 6 million people and had over 11,000 engagements. Locations with both in-store and theater events and those aligned with blockbuster movie releases performed best. Lessons included optimizing offers and gift cards, focusing on Saturdays, and better informing store staff.
Turn anonymous website traffic into known accountsLeanne Moir
It used to be that when a prospect wanted to buy your product, they would start a conversation with a sales rep. But due to the rise in digital buying behaviours, they’re coming to your website and researching anonymously. So how you turn that anonymous data into insight?
We invite you to join this webinar as we cover:
How to identify all of your web traffic
Customising every visit for target accounts
Increasing form completions
This presentation will feature B2B marketers who will share how they are using their website data to serve up unique web experiences to target accounts and maximise engagement.
This document provides an agenda and overview for the Shoptalk 2018 conference. It includes an introduction to ComCap, an investment banking firm focused on commerce and capital. The document then outlines various theme areas that ComCap focuses on, including AI/analytics, B2C brands, ecommerce SaaS, fintech, logistics, marketing, mobile, personalization, retail in-store technology. Profiles are provided for several investor firms, including Accel-KKR, Activant Capital Group, and Commerce Ventures. Key details are given about each firm's areas of focus and sample investments.
Shoptalk 2018: Selected Company Profiles 319-2018Charlotte Brook
This document provides an overview of ComCap LLC, an investment bank focused on commerce and capital markets. It outlines ComCap's areas of focus, including B2C, ecommerce SaaS, fintech, logistics, marketing, mobile and personalization technologies. The document then lists selected companies in each of these areas and provides brief profiles of top digital retail investors including Accel-KKR, Activant Capital Group, and Commerce Ventures.
HomeBridge Financial Services is a large mortgage lender that focuses on providing customized home loan solutions and a customer-centric experience. It has experienced significant growth in recent years in terms of loan volume, number of branches and employees, and servicing portfolio. HomeBridge prides itself on its experienced personnel, financial stability, and focus on helping families achieve homeownership.
Creative Mindworks is a marketing and advertising firm that has received over 80 creative awards. It has been named Marketing Firm of the Year by the Latin Builder's Association and has received several other awards and accolades. The document provides details on the various services offered by Creative Mindworks, including account services, consumer research, creative services, copywriting, print and broadcast production, media planning and buying, internet development, online marketing, virtual solutions, call tracking software, customer relationship management software, and a list of clients.
We liken our pickup and delivery service franchise
model to the incredibly popular and in-demand
ride-sharing and app-based car service industry;
it’s simply how people want to do business and
go about their daily lives.
Want to learn more about Buying or Selling a dealership? Here is Dealer Solutions North America’s new brochure with all the information you need to get started. We spark more opportunities than any other M&A firm, so give us a call, we’re here to answer your questions.
This document discusses how dealers and consumers differ in their approaches to vehicle pricing and trade-in values. It introduces DealerCue as a system that bridges this gap by integrating third-party data and market insights. Specific products are highlighted, including VinCue for appraisals, RevCue for websites and inventory, and AdCue for targeted digital ads. Customer testimonials praise the responsiveness and results from using DealerCue's tools. The company's growth, finances, team, and opportunities are overviewed, with a focus on continued product innovation.
PrimeLending is a bank-owned mortgage lender with nearly 300 branches across 41 states. It originated the 4th highest number of non-cash home purchase loans in the US in 2012. The document discusses PrimeLending's growth, core values of honesty and integrity, and people-centric culture. It also outlines the various technology tools and departments that support loan officers, including loan origination software, a CRM tool, e-signatures, secondary marketing, underwriting, marketing, professional development, and human resources.
This document summarizes marketing materials and support provided by Guaranteed Rate to help originators double their purchase business. It outlines Guaranteed Rate's sales-driven processing model that allows originators to focus on sales while support staff handles processing. It also describes various marketing tools available, including automated campaigns, in-house agency support, national spokesperson Ty Pennington, corporate benefits programs, builder programs, referral partner marketing, social media support, events support, and sales coaching webinars. The goal is to give originators everything they need to grow their business through competitive products, advanced technology, and robust marketing and sales support.
The document discusses Guaranteed Rate's focus on helping mortgage originators double their purchase business through Guaranteed Rate's platform. The platform includes competitive pricing, an efficient process, state-of-the-art technology, marketing support, sales coaching, and proprietary technology that reduces administrative tasks so originators can focus on sales. The document provides details on Guaranteed Rate's history, growth, awards, values, technology tools, product offerings, and pricing advantages.
Impac Mortgage Holdings (IMH) is a mortgage lender founded in 1995 that has originated over $90 billion in residential loans. IMH focuses on purchase money transactions and offers retail, wholesale, correspondent, and portfolio lending as well as government loan programs. The company has a presence in several states with regional and retail offices. IMH prides itself on its experienced leadership team and aims to support loan officers through training, marketing resources, and technology tools.
The document proposes a marketing strategy for First Leasing, Qatar to increase brand awareness and loan applications through an online and social media presence. The strategy includes developing a mascot, maintaining a sustained social media presence on platforms like Facebook and Twitter, and advertising on the website Qatar Day.
This document summarizes information about HomeBridge Financial Services, a mortgage lender. It discusses HomeBridge's operating principles of having knowledgeable employees and a customer-centric approach. It also outlines HomeBridge's growth over recent years in production volume, number of branches, employees, and servicing portfolio. The document provides details on HomeBridge's product offerings, partnerships with brokers and correspondents, renovation lending programs, technology platform, and employee training and benefits. It positions HomeBridge as a partner to help people achieve their dream of homeownership.
Mortgage Choice and You - Stronger TogetherTony Arena
This document provides information about joining Mortgage Choice as a franchisee. Some key points:
- Mortgage Choice is one of the largest and most successful mortgage broker franchises in Australia with over 30 years of experience.
- They offer various support programs and resources to help franchisees build a successful business, including training, marketing support, an online broker platform, and ongoing mentoring.
- Customers trust the Mortgage Choice brand and are satisfied with the transparent "Paid the Same" commission model. The strong brand and high customer satisfaction provide franchisees with business opportunities.
DealerLink - Real Time Exclusive Special Finance Leadsdw_n_cinti
DealerLink leads are Real Time Exclusive Special Finance leads from people already searching for cars and making sure that they qualify of an auto loan.
They are people who are ready, willing, and now able to buy a car.
Call Dave @ 513 294-8767
World-class franchisee services to the customers, Insights Success is featuring such franchisees with its project “The 10 Best Franchise to Buy in 2020”.
This document summarizes a company's process for evaluating potential partners and provides details on discussions with several prospective partners. The company's due diligence process involves initial market research, phone interviews, hosting partner visits, and technical evaluations. Updates are provided on 14 potential partners representing various offer types. Key learnings emphasize the importance of premium offers and limiting partnerships to one per offer type.
CENTURY 21 Canada Franchising PresentationKingsley Ma
This document summarizes the benefits of becoming a Century 21 franchise owner. It outlines the training, technology, brand recognition, and support services Century 21 provides to franchisees. This includes industry-leading training to help agents succeed, online and offline tools to run their business anywhere, global brand recognition to attract clients worldwide, and networking opportunities to gain referrals and recognition. The goal is to give franchisees all the resources needed to be successful and lead in their local real estate market with the most recognized name in real estate.
The document provides an overview of Pure Minutes, an international calling company, including its history, current business model, financial performance, expansion plans, and projections. It discusses launching a new retail division in 2014, strengthening carrier and distributor relationships, establishing an office in Dubai to expand in the Middle East, pursuing strategic partnerships and acquisitions, and seeking additional funding to support growth initiatives such as free trials, promotions, and improving network infrastructure. Projections indicate increased revenue and subscribers with further investment.
The document summarizes Fingerprint, a market-leading exit strategy solution from Benchmark International designed for entrepreneurs looking to exit their businesses. Fingerprint provides a tailored approach to developing an exit strategy, beginning with understanding the client's goals and values. Benchmark then conducts in-depth analysis of the business before marketing it globally to potential acquirers. Benchmark aims to generate competitive interest to maximize value for the client and helps navigate negotiations to achieve the best outcome. The solution aims to support clients not just through the exit but afterwards as well.
The Rules Do Apply: Navigating HR ComplianceAggregage
https://www.humanresourcestoday.com/frs/26903483/the-rules-do-apply--navigating-hr-compliance
HR Compliance is like a giant game of whack-a-mole. Once you think your company is compliant with all policies and procedures documented and in place, there’s a new or amended law, regulation, or final rule that pops up landing you back at ‘start.’ There are shifts, interpretations, and balancing acts to understanding compliance changes. Keeping up is not easy and it’s very time consuming.
This is a particular pain point for small HR departments, or HR departments of 1, that lack compliance teams and in-house labor attorneys. So, what do you do?
The goal of this webinar is to make you smarter in knowing what you should be focused on and the questions you should be asking. It will also provide you with resources for making compliance more manageable.
Objectives:
• Understand the regulatory landscape, including labor laws at the local, state, and federal levels
• Best practices for developing, implementing, and maintaining effective compliance programs
• Resources and strategies for staying informed about changes to labor laws, regulations, and compliance requirements
3. ABOUT
MORE THAN A MORTGAGE: WE LEAD FROM THE FRONT
CrossCountry Mortgage serves our customers with a high-energy
team of professionals who bring deep experience in each member’s
specific expertise and a passion for the business of mortgage lending.
We help our customers find the best loan to achieve their home
financing goals. Our sales teams are empowered to make smart
decisions and leverage innovative technologies that keep borrowers
and referral partners informed throughout the loan process.
CrossCountry Mortgage, Inc.
■ Headquartered in Ohio
■ National branch platform
■ Founded in 2003 by Ronald Leonhardt, Jr.
■ Privately owned, no institutional ownership
■ P&L model
■ Approved seller/servicer for Fannie Mae,
Freddie Mac and Ginnie Mae
■ Accredited by the Better Business Bureau
■ Servicing portfolio
■ Licensed in 50 states
■ Winner of numerous awards for growth,
innovation, and employee satisfaction
1700EMPLOYEES
& GROWING
+
4. OUR
LEADERSHIP
Recognized on the Inc.
5000 List of America’s
Fastest-Growing Private
Companies each year
since 2012.
CrossCountry Mortgage continues
to live out our promise of delivering
more than a mortgage to both our
customers and our employees.
Ronald J. Leonhardt, Jr. is the founder and sole owner of CrossCountry Mortgage,
founded in 2003. He currently serves as its President and Chief Executive Officer.
Mr. Leonhardt, a top producer, originated loans until 2013. Under his leadership,
the company has grown in size, footprint and market share year over year.
He has assembled a leadership team with in-depth industry experience that
facilitates and prioritizes a sales-friendly culture — a core value for the organization.
They lead from the front, and get the job done. This shared core philosophy
drives the stability, evolution and continual growth of the company.
The leadership team embraces transparency, using technology, real-time data
and reporting to make data-driven decisions to decrease cycle times, optimize
platforms and compete in the market.
The team drives an entrepreneurial, forward-looking and collaborative culture that
evolves to stay ahead of ever-changing technology and the needs of the marketplace.
5. BRAND
PILLARS
ENTREPRENEURIAL SPIRIT
Our sales teams make the difference at CrossCountry Mortgage —
with the freedom to drive branch performance and share new
thinking and ideas with company leadership. We offer collaboration
without bureaucracy.
INNOVATIVE TECHNOLOGY
Your sales team can count on CrossCountry Mortgage to help you
close loans faster and with less hassle through new technologies
that streamline the loan process, drive operational efficiency, enhance
communications and provide reliable support.
UNLIMITED OPPORTUNITIES
You can grow your branch with unlimited potential for volume
and revenue, confident in CrossCountry Mortgage’s unwavering
commitment to your business with sales coaching, marketing
platforms, back office support and 21-day close best practices.
EXCEPTIONAL EXPERIENCE
You can trust CrossCountry Mortgage to provide a streamlined
origination platform and processes to close loans in 21 days or
less, transparent reporting on your achievement and efficient,
unwavering support that allows you to focus on what you do best:
originating loans, building relationships and growing your business.
6. CrossCountry
Mortgage commits
to make every
interaction between
our team, our business
partners and our
borrowers a positive
and productive
experience.
7. TOP ORIGINATORS
Around the country are joining…
Scott Evans $ 175,876,379
Rodrigo Ballon $123,096,863
James Thamann $ 85,792,370
George Koutsos $ 68,539,921
Jeffrey Palermo $ 67,887,044
Kevin Potter $ 46,656,761
Anthony Dobbert $ 46,189,483
Peter Tibaldi $ 45,447,128
Derrick Strauss $ 42,963,639
Adam Workman $ 42,329,971
2016
TOP 10
LOs
by volume and
winner of a trip to
Turks and Caicos
8. A COMPETITIVE &
COLLABORATIVE
CULTURE
More than a mortgage:
We compete. Branch managers and loan
originators are encouraged to participate
in our National Sales Contests:
■ Monthly contests — Our top 10
producers are rewarded.
■ Quarterly contests — In the CrossCountry
Mortage Bracket Challenge, the top 64
originators battle for $20,000 in
commissionable earnings and other prizes.
■ Annual contest — Our top originator
is rewarded with a one-year lease
of a premium automobile.
■ Annual contest — Originators who
exceed a target volume goal on an
annual basis are eligible to win a
prize. The 2017 reward is a sales
incentive trip to the Four Seasons
in Costa Rica for the loan originator
and a guest.
10. RANKED NUMBER ONE AGAINST OUR PEERS FOR LOAN CYCLE TIME
■ We close loans in as few as 21 days — in November 2016,
the industry average closing time was 42 days.
■ We’ve been ranked number one out of 19 lenders of similar size
by Ellie Mae for cycle times (application to funding).
■ We’ve been ranked number one out of 11 lenders by BI provider
Motivity Solutions for cycle times (application to funding).
BUYERS COMPETE IN THE MARKET WITH
OUR FASTTRACK CREDIT APPROVAL
With our FastTrack Credit Approval process,
customers can clear conditions while shopping
for their home. We can close loans in as few as
10 days after a purchase agreement is signed.
INDUSTRY-LEADING
CYCLE TIMES
More than a mortgage:
FULL PRODUCT LINE
■ Agency adjustable and fixed
rate mortgages
■ FHA, FHA 203(k) and
FHA Limited 203(k) streamline
(in-house UW)
■ HARP refinance
■ Reverse mortgage
■ USDA rural home loans
■ VA and VA IRRRL home loans
■ Broker relationships —
niche products
■ W2 validation program
■ Non-QM products
11. ■ 21-day close model
■ Underwriting turn times — 48 hours or less
■ No minimum credit score with Approve/Eligible
AUS findings
■ Escrow hold backs (additional restrictions apply)
■ Dedicated underwriting for all products
■ Loan scenario and underwriting help desk
■ LoanBeam — self-employment income analysis tool
UNDERWRITING
21-DAYCLOSEMILESTONETIMELINE
Day 1 Qualification
Day 2
Day 3 Borrower to provide POS documents
Day 4
Day 5
Day 6
Day 7 Processing
Day 8 Submittal/received in underwriting
Day 9
Day 10 Initial review
Day 11 Underwriting conditions called out to borrowers
Day 12
Day 13 Borrower provides requested conditions
Day 14
Day 15
Day 16
Day 17 Resubmittal
Day 18 Approval
Day 19 Closing request
Day 20 Documents out
Day 21 Document signing/funding
■ Milestone ■ Action
12. Would you like to know every residential loan that
closes in your market? Every real estate transaction
by every loan agent?
You will at CrossCountry Mortgage! We’ll provide
you with competitive data to give you the insight you
need to recruit LOs and compete in your market.
More than a mortgage:
WE’VE GOT
THE DATA
TECHNOLOGY AND PLATFORMS
■ AMB — real-time accounting software
■ Encompass 360 — LOS
■ Optimal Blue — pricing engine
■ Velocify CRM — call centers
■ LoyaltyExpress CRM — retail branches
■ Salesforce CRM and enterprise
platform (rollout 2018)
■ Encompass WebCenter — turnkey
branch websites with LOS sync
■ AllRegs
■ CCMMarketingStore.com
■ Absorb — learning management system
■ Social Studio (Salesforce
social media platform)
13. DATA-DRIVEN
DECISIONS
More than a mortgage:
EDGE DESKTOP REPORTS
■ Production Summary
■ Origination Pipeline Manager
■ Loan Officer Scorecard
■ Branch Scorecard
■ Processor Scorecard
■ Sales Contest Results
■ CrossCountry Mortgage
Funded Map
REAL-TIME DATA AND TECHNOLOGY
MOBILE EDGE REPORTS
■ Production Summary
■ Active Pipeline Summary
■ Pipeline Alerts
■ Loan Tracker 2Go
■ CrossCountry Mortgage
Funded Map
14. SOLID AND
CUSTOMIZED
TRANSITION
PLAN
More than a mortgage:
TRANSITION: ONBOARDING
TAILORED TO YOUR BRANCH
■ Transition team to manage your
onboarding process
■ Customized onboarding based
on branch structure
■ Origination and processing support
■ Pre-onboard meetings designed
to increase efficiency and transparency
■ 50 state coverage for transition files
■ Training for multiple branch roles
Work with a dedicated onboarding team to establish
your location, lease, equipment and transition.
Our onboarding team will work with you to create
a custom plan tailored to your group.
15. MARKETING
SUPPORT
■ Full in-house marketing team capable of running
marketing through all channels
■ Fahlgren Mortine — one of the nation’s largest
full service marketing and communications agencies
■ Branch websites
■ Turnkey online store offering customizable print
and merchandise, stationery and event materials
■ Lead generation campaigns
■ Strategic and creative support for marketing
and advertising
■ MSA platform for building strategic relationships
■ Personalized email, newsletter, market update and
direct mail campaign automation
■ Event support
■ Easy access to corporate marketing team through
support portal for all requests
■ Co-branded materials and campaigns through all channels
■ Automated social media support through Social Studio
Salesforce software
16. MEET YOUR
IN-HOUSE
MARKETING
AGENCY
With talented designers, writers, digital and marketing
automation specialists, the Corporate Marketing team
can take your marketing efforts to the next level.
99%
positive customer service
level satisfation from
branch network
8,000custom marketing requests
(through 10/17)
marketing
team
members18
160+
print marketing materials
available 24/7 in online store
101on-demand/custom
merchandise items
available 24/7
<2 DAYSaverage turn time
for custom requests
endless
opportunity
custom requests
17. BRANCH
ONLINE
PLATFORMS
Our website platform provides your borrowers
with a seamless online application experience.
LOs will receive applications in the Encompass
loan mailbox quickly and easily. The design
can be customized, and if you already own
a domain, we will assist you in transitioning it.
We also deliver custom landing pages tailored
to campaigns.
18. SALESFORCE
SOCIAL STUDIO
Powered by Salesforce, the Social Studio
platform allows you to both understand
and automate your social media activities.
Take advantage of our extensive content
library with hundreds of turnkey posts
to supplement your Facebook timeline.
Targeted Facebook advertising campaigns
are also available.
19. LEAD GEN
PLATFORMS
& SUPPORT
Our consumer direct team can assist you
in lead procurement, direct mail, lead
management, online lead generation,
Zillow co-marketing, live lead transfers,
internet leads, and more. Custom campaigns
can also be created with targeting and analytics.
20. HR
BENEFITSOverview
HEALTH
■ Medical
■ Dental
■ Health Savings Account (HSA)
■ Vision
FINANCIAL
■ Competitive compensation
■ Sign-on bonuses available
■ Flexible Spending Account (FSA)
■ 401(k) — 50% match up to 6%
eligible compensation
■ Deferred compensation plan
UNUM BENEFITS
■ Short-term disability
■ Voluntary products
■ Life insurance
■ Critical illness
■ Accident
■ Long-term disability
PTO
■ Holidays
■ Vacation
■ Personal
21. Brent Eckhardt
Executive Vice President, Western U.S.
Direct: 925.478.7859
Mobile: 831.566.0022
brent.eckhardt@myccmortgage.com
CrossCountry Mortgage, Inc.
1676 N. California Boulevard, Suite 600
Walnut Creek, CA 94596
NMLS1256207
NMLS1553210
NMLS495011
All loans subject to underwriting approval. Certain restrictions apply. Call for details. CrossCountry Mortgage, Inc. is an
FHA Approved Lending Institution and is not acting on behalf of or at the direction of HUD/FHA or the Federal government.
Certificate of Eligibility required for VA loans. NMLS3029 (www.nmlsconsumeraccess.org). Equal Housing Opportunity.
Branch NMLS1640418
INTERESTED
IN JOINING
OUR TEAM?