Academy Mortgage Scottsdale Kierland Branch's Realtor Orientation: Reaching New Heights Together

1. ACADEMY’S VISION
To Become the BEST Independent Mortgage
Banker in the Country.
REALTOR® ORIENTATION
Reaching New Heights Together
• BEST in class in delivering consistent quality and outstanding
customer service to our partners.
• BEST in class in attracting, developing, supporting, and
retaining top-performing loan officers.
• BEST in class in attracting, developing, supporting, and
retaining top-performing employees.
December 8, 2011
• BEST in class in supporting, contributing, and improving the
communities we work and live in.
• BEST in class in delivering financially sustainable results to
Integrity - Teamwork - Service - Professionalism - Community
our owners and employees.

2. Proven programs have made us the 1st CHOICE Home Loan Lender
with hundreds of REALTORS® and Builders across the United States.

3. Academy has 179 branches licensed in 46 states.
Arizona is ranked #1 in production
Academy Branch
Locations
(as of 10/1/14)
ACADEMY’S FOOTPRINT

4. PERFORMANCE
December 8, 2011
 TOP RETAIL VOLUME
Academy Ranks #7 in the United States according to Scotsman*
Top Mortgage Lender 2013 in sales volume
 Serving Arizona since 2009 and consistently ranks #1 & #2 in Maricopa County
for Sales Volume according to Marketrac-Corelogic*
 OUR CLOSEST COMPETITOR HAS BEEN IN THE MARKET 4X LONGER and we
still out perform them!
* Accredited Third Party

5. BUILDER PARTNERSHIPS
• Fulton Homes
• Shea Homes
• Pinnacle West Homes
• Stonebury Homes
• Kauffman Homes
• Taylor Morrison
• DR Horton
• Hovnanian Homes
• Garrett Walker
• Ryland Homes
• William Lyon Homes
• Standard Pacific Homes
• Bellago Homes
• Providence

6. EXPERIENCE
MEET THE KIERLAND LEADERSHIP TEAM
MATT MCKEAN, Kierland Branch Manager
 21 years of Mortgage Banking in Maricopa County
 Managed over 15,000 successful transactions totaling more than $3
Billion
 Noted Speaker and trainer of Agents and Loan Professionals in Sales
and Business Innovation
 Bachelor of Science , Arizona State University
DEAN WEGNER, Sales Manager/Loan Officer
 Over 20 Years of Mortgage Banking in Maricopa County
 Certified Consumer Credit Counselor
 Public Speaker, TV, Radio Guru
 Accomplished Author and Publisher of Real Estate Books

7. EXPERIENCE
MEET THE KIERLAND MARKETING TEAM
GINA KAEGI, Branch Marketing Manager
 Director of Marketing for Realty Executives for six years
 Experience working in the technology sector before entering the
real estate industry in 2004
 B.S. in Communications, Oregon State University
 Licensed in Real Estate since 2005
AMY CORRINGTON, Marketing and Branch Manager Assistant
 Two years experience assisting high volume loan officers/teams
 Account Executive for Dell Computers in Austin, TX
 B.A. Degree, University of Austin

8. EXPERIENCE
MEET THE KIERLAND IN-HOUSE OPERATIONS TEAM
Susan Underwood
Loan Officer Assistant
AnnaMarie Hurtado
Underwriter
Kathy Hinck
Processor
Susan Cook
Underwriter
Mireya Molina
Processor
Heather Siedentop
Underwriter

9. H.O.M.E. CLUB
 Loan Officer Will Coach Client
 Incubates Potential Borrowers
 Goal is to get client APPROVED
 ADD addition revenue you normally
wouldn’t capture

10. At Academy
our Realtor®
Partners—are our top
priority

11. BUYER FRIENDLY PROGRAMS
 Conventional – Fixed Rate, Adjustable and Jumbo
 FHA and VA Home Loans
 FNMA and FHLMC products
 Down Payment Assistance
 Make-Over (Renovation Loan)
 State Housing Loans
 Refinancing
 Manufactured
 USDA Rural-Housing

12. HOME-MAKE OVER LOAN
 IMAGINE CREATING THE HOME OF YOUR CLIENTS DREAMS!
 Academy is the only lender offering this program!
 Allows a borrower to finance the purchase price or refinance the
existing balance and the cost of the improvements into the loan
amount.
 It is a single close, fully amortized SINGLE loan!
BEFORE AFTER!

13. HOME-MAKE OVER LOAN
 Acquire More Listings
 Increase the VALUE of your listings
 Significantly increase your referrals
 Get an “edge” to your listing presentations
 Differentiate yourself from other Realtors®
BEFORE AFTER

14. REAL STORY
 SCENARIO: A recent client was told she could not get a loan
from another mortgage company.
 Had a FICO score of 595
 10 month job gap last year
 Had to assist her father and took time off
 Also had 10 housing judgments from her previous residence
 SOLUTION: We were able to close this loan with a letter from
the employer confirming the job gap and she paid the judgments
off.

15. REAL STORY
 SCENARIO:
 Client was turned down by several lenders for having an open
$21,000 charge from 3 years ago with B of A Credit Card going FHA
 Had no funds for closing costs
 SOLUTION:
 Academy allowed the charge off to remain without being paid off
 Loan docs to title 5 days early and covered all closing costs
 Client found a dream home and had a 25 day closing

16. Academy Studios
MILESTONE MARKETING
Once the loan is opened we will inform your client every step of
 Build Rapport
 Build Your Personal Brand
 Increase Your Online Traffic
 Educate Your Clients
 Put a Face to Your Name
 Reach Your Database Quickly
 Only $15 a video!
the way with five highly-customized and dynamic videos
· DOCUMENTATION VIDEO
IHM Trigger date: APPLICATION RECEIVED
AMP Pipeline Field: APPLICATION
· APPRAISAL VIDEO
IHM Trigger date: APPRAISAL ORDERED
AMP Pipeline Field: APPRAISAL ORDERED
· UNDERWRITING VIDEO
IHM Trigger date: SUBMITTED TO UNDERWRITING
AMP Pipeline Field: SUBMITTED TO UNDERWRITING
· CLEAR TO CLOSE VIDEO
IHM Trigger date: DOCS DRAWN
AMP Pipeline Field: CLEAR TO CLOSE
· CONGRATULATIONS VIDEO
IHM Trigger date: FUNDED
AMP Pipeline Field: FUNDED

17. Academy Studios
Digital Post-Close Campaigns
 Build Rapport
 Build Your Personal Brand
 Increase Your Online Traffic
 Educate Your Clients
 Put a Face to Your Name
 Reach Your Database Quickly
 Only $15 a video!

18. Academy Studios
CONSUMER FLYERS
 Build Rapport
 Build Your Personal Brand
 Increase Your Online Traffic
 Educate Your Clients
 Put a Face to Your Name
 Reach Your Database Quickly
 Only $15 a video!

19. Academy Studios
C0-BRANDED MARKETING
 Build Rapport
 Build Your Personal Brand
 Increase Your Online Traffic
 Educate Your Clients
 Put a Face to Your Name
 Reach Your Database Quickly
 Only $15 a video!
We Customize Flyers, Postcards, Door Hangers, Sign Riders and MORE!

20. Academy Studios
Exclusive Zillow Partnership
 Build Rapport
 Build Your Personal Brand
 Increase Your Online Traffic
 Educate Your Clients
 Put a Face to Your Name
 Reach Your Database Quickly
 Only $15 a video!
 Grow your business with Academy &
Zillow!
 Academy is the ONLY lender that Zillow has
partnered with in Arizona due to our
successful long standing participation
 Get access to “hard to purchase” AZ
inventory
 Monthly “’face-to-face” lead generation
meetings

21. Academy Studios
 Build Rapport
 Build Your Personal Brand
 Increase Your Online Traffic
 Educate Your Clients
 Put a Face to Your Name
 Reach Your Database Quickly
 Only $15 a video!
 GO MOBILE With Your Custom-Branded App!
 Academy will design sign riders with your
custom CODE
 SHARE with everyone looking to buy a home
 ALL INQUIRIES GO TO YOU AT NO CHARGE!
https://mobilityre.com/

22. Academy Studios
Studios
 Build Rapport
 Build Rapport
 Build Your Personal Brand
 Build Your Personal Brand
 Increase Your Online Traffic
 Increase Your Online Traffic
 Educate Your Clients
 Educate Your Clients
 Put a Face to Your Name
 Put a Face to Your Name
 Reach Your Database Quickly
 Reach Your Database Quickly
 Only $15 a video!
 Only $15 a video!

23. Academy Studios
Aerial/Drone Services
 Build Rapport
 Build Your Personal Brand
 Increase Your Online Traffic
 Educate Your Clients
 Put a Face to Your Name
 Reach Your Database Quickly
 Only $15 a video!
 Earn More Listings
 Build Your Personal Brand
 Appease your Sellers
 Increase page views
 Affordable!
 www.AcademyAerial.com

24. Get Educated The Academy Way
 Relevant Finance Classes
 Continuing Education
 Consumer Workshops
 Public Home Buyers Classes
 We make learning FUN,
INTERACTIVE & MEMORABLE!

25. TOP GOLF MEMBERSHIP

26. EVENTS

28. YOUR OFFICE AWAY FROM HOME
• Complimentary Training Room
Accessibility for Your Events
• We Can Schedule Home Buyer
Workshops for Your Clients!
• Utilize our office for day-to-day
business
YOU’RE ALWAYS WELCOME!