Paramount Partners Group

1. WHY PARTNER WITH US?

2. WHO ARE WE
Paramount Partners Group is the retail channel of Paramount Equity Mortgage/Loan Pal.
Paramount Equity has been a thriving mortgage company since 2003.
PPG was founded in 2014 to serve local communities in multiple market areas.

3. MEET OUR LEADERSHIP TEAM
Executive Vice President
Kelly runs PPG and leadership team by sharing the wisdom that she gained throughout her 20+
years in the mortgage industry. She loves helping loan officers and managers achieve their
personal and professional goals. She is the published author of Foundation to Sustainable
Success and Best-Selling book Big Voices. She provides a culture and framework that
maximizes individual success.
“Sustainability in the Real Estate and Mortgage Industry is about having a consistent, reliable
stream of business and subsequent income regardless of what is happening around you” - Kelly
KELLY

4. Ashley aids in the development of new
business for the division. In addition, she
assists with the on-boarding of new hires
to provide that concierge feel to new
recruits to help them succeed. Lastly, she
provides support for new branch
recruitment.
ASHLEY
BUSINESS DEVELOPMENT MANAGER
Lisa’s experience in problem solving,
managing multiple operations teams, and
her “get it done” attitude brings a level of
service commitment seldom seen in the
industry. With more than 25 years of
experience, Lisa is an industry veteran
with expertise in all areas of operations.
LISA
VICE PRSIDENT - OPERATIONS
Jessica leads the ”boots on the ground”
marketing team in getting loan officers
what they need – and when they need it.
She and her team are 100% focused on
their primary customer – the loan officer.
JESSICA
MARKETING MANAGER

5. “Our future is bright because we let our people shine.
Innovation starts with the voice of each and every team member.”

6. Through the eyes of an originator.
Built For You
Large company support with a small company feel.
Support
CULTURE

7. with goal setting, strategies and accountability – we help you grow!
Coaching Platform
Growth focus with emphasis on positive change
and continuous improvement.
Growth
Solution oriented operations team.
Solutions

8. “We have a tenured, talented operations staff that gets it. We’re
all working towards the same goal, collectively.”

9. A “get ‘er done” attitude
ATTITUDE
on purchases and TBDs
SAME DAY UNDERWRITING
Before processing and includes TBD’s
FULL UPFRONT UNDERWRITE
Solution based mentality
SOLUTIONS
DEAL STRUCTURE DESK
To decision makers
ACCESS
OPERATIONS

10. “You have to have what your customers need… and we do!.”

11. MORTGAGE BANKING PRODUCT LINE
Delegated with multiple investors
JUMBO
FHA + VA with no overlays
GOVERNMENT
Bank Statement Loans, expanded
Jumbo options and Asset Depletion
Second Mortgages available
NON-QM
Direct with no overlays
FANNIE/FREDDIE

12. “Flyers? Check. Postcards? Check. Social Media strategy?
Technology? Comprehensive support? Check. Check. Check.”

13. Our marketing is designed for today’s lending environment.
DESIGNED FOR YOU
We have a marketing team that is available for assistance.
NEED HELP?
We have a full onboarding system to help you hit the ground running!
ONBOARDING
BUDGET
Marketing budget provided based on production.
MARKETING

14. Social Survey manages online brand and
testimonials.
REPUTATION MANAGEMENT
We have a concierge service that is available
to help you with customized marketing.
CONCIERGE
Mobile App allows client and Realtor
connectivity.
MOBILE APP
Customer Relationship Manager that
manages your database and new
opportunities.
CRM
Our digital library is full of content and is
available for immediate use – even when
you’re on the go. This includes co-branded
products, such as open house flyers, to keep
your referral sources happy!
DIGITAL LIBRARY
You will have access to material that can be
used and shared on social media.
SOCIAL MEDIA
OUR TOOLS ARE COOL

15. Mobile app is unique and specific to you.
Full transaction details available from
your phone.
FOR YOU
Transaction details available for
partnered Realtors.
FOR YOUR REALTORS
Loan progress, needs list, secure doc
exchange available for borrowers.
FOR YOUR BORROWERS
MOBILE APP

16. OPEN HOUSE MARKETING
Just Listed, Just Sold, and Open House flyers.
FLYERS
Infographics specific to individual property.
INFOGRAPHICS
Just Listed, Just Sold, and Open House postcards.
POSTCARDS
Sign Riders with text-to-lead capture.
LEAD CAPTURE

17. ONBOARDING
1 week prior tostart:
Welcome email;
bio questionnaire, headshot;
database submission.
START
DATE
Day 21:
Scheduled call withmarketing team:
any outstanding onboarding tasks,
fill gaps, and retraining.
Day 90:
Scheduled call with marketing
team: marketing strategy, custom
needs,andindividual assistance.
Social Media
and External
announcement
Day 10:
CRM + Individual
Website
Mailer sent to database,
website set up, marketing
systemsreleased for use.
Week 1:
Initial training on
all systems.

18. “We want every one of our originators to blast through their
goals. Our coaching program is our commitment to
helping you do just that.”

19. Proven assistance with strategic and tactical
initiatives to increase your production
STRATEGIES +
RECIPES
is optional and available
INDIVIDUAL COACHING
Power Points are available for use
REALTOR COACHING
based on Foundation to Sustainable Success system
www.ftssforsuccess.com
FTSS GROUP
COACHING
VISION + GOAL PLANNING
COACHING + MENTORING
We want you to have personal and professional
success
BALANCE +
CELEBRATION

20. “Efficiency starts at home – our home.
We operate as paperless as possible, and use every transaction
as an opportunity to improve.”

21. ENCOMPASS OPTIMAL BLUE DASHBOARD
Loan Officer dashboard
with real time reporting
ONLINE
Loan application and
individual websites
BORROWER
PORTAL
For document exchange
TECHNOLOGY + REPORTING

22. MEDICAL
Kaiser
United Healthcare
DENTAL
Guardian
VISION
Guardian
VSP
HSA
Health Savings Account
401K
Traditional+ Roth
(plans available through
Transamerica)
BENEFITS

23. PRETTY COOL HUH?Aren’t convinced yet? Here’s what our team members have to say…
"The culture at Paramount Partners Group
is unlike any company I have ever worked
for. Employees are determined sacred and
their thoughts and opinions are heard and
implemented. If you are looking for a
company that will inspire you with their
visionary leadership, employees that go out
of their way to help you succeed and a fun
work environment, Paramount Partners
Group is for you."
Jenna, Mortgage Consultant
“I wanted a company that had an
operational platform that was sales driven,
that means upfront underwriting and direct
submission. My business is built on
relationships and I wanted a company that
understand technology can play a role in
enhancing the overall customer experience,
add value for my agents and make my team
more efficient. That is why I chose to come
to Paramount.”
Roger, Branch Manager
“I feel comfortable with the company’s
leadership. We consider ourselves a “work
family”. We rely on each other for
knowledge. We help find solutions for each
other. We help each other grow. We all stay
consistently positive in the organization.”
Anthony, Mortgage Consultant

24. “At the end of the day, we’re a family, helping families
achieve their American Dream.”

25. YOU KNOW YOU WANT TO JOIN US!