COMPANY OVERVIEW · » Account set-up in company CRM (DM Marketing) » We will load your databases...

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COMPANY OVERVIEW

Transcript of COMPANY OVERVIEW · » Account set-up in company CRM (DM Marketing) » We will load your databases...

Page 1: COMPANY OVERVIEW · » Account set-up in company CRM (DM Marketing) » We will load your databases to your CRM profile » Welcome postcards sent to your sphere of influence and past

COMPANY OVERVIEW

Page 2: COMPANY OVERVIEW · » Account set-up in company CRM (DM Marketing) » We will load your databases to your CRM profile » Welcome postcards sent to your sphere of influence and past

The goal of Directors Mortgage is to provide loans that best suit our clients’ needs. We accomplish this with professionalism and integrity. The hallmark of Directors Mortgage is to earn our clients’ confidence and trust so that we can be their Mortgage Specialist for Life.

OUR VALUES

OUR MISSION

More than just words, these are the values we live by.

Take care of our CLIENTS

Our clients are at the center of everything we do. We consider

their needs and their experience in every decision we make.

Take care of our TEAM MEMBERS

We are committed to taking care of the dedicated team who takes care

of our clients.

Take care of our COMMUNITY

Our community is the reason we are here. We live, work and play in the same community as their local

mortgage specialist.

SINCE 1998 SINCE 2011

FOCUSED ON YOU AND YOUR SUCCESSWE GET IT - when you’re successful, we’re all successful and our clients are satisfied.

Call us “your success support team,” because we’re committed to helping you be successful at Directors Mortgage. Processing, underwriting, funding, secondary, marketing, compliance, accounting, executives and leadership - we’re all here for you whenever you need us.

The DM Leadership Team looks forward to working with you and providing you with the platform, brand, products, tools and support you need to succeed.

Taking care of our team members is more than just providing a job for employees. It’s about

creating an environment and culture in which you can unleash and realize your full potential.

Mark J. Hanna, Founder & CEONMLS-91462, MLO-91462

IF YOU WANT TO LEARN MORE ABOUT HOW WE CAN EXPAND ON YOUR SUCCESS, TURN THE PAGE AND KEEP READING. IF NOT, STOP READING HERE.

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HOW WE ENSURE YOUR SUCCESS

CLIENT

YOUR SUCCESSSUPPORT TEAM

YOUR TEAMSr. Mortgage Specialist

P.C./ Sales AssistantProcessor

UnderwriterCloser

Executives/LeadershipMarketing

ComplianceSecondary

Market AppraisalsHuman Resources

Accounting

TOOLS TO SUPPORT YOUR SUCCESS

IN-HOUSE APPRAISALSMarket Appraisals, Inc. is a top provider of Appraisal Management Services for the mortgage lending marketplace.

What this mean for your business:• Quality appraisals from excellent local appraisers, who

are knowledgeable about the area• Fast turnaround• Direct communication• Responsive customer support to you and our clients

Provide your clients a financing guarantee of up to $5,000 (or the lesser of amount of earnest money) at no additional cost to your client in the event the purchase agreement cancels due to financing. Give your clients the confidence to put an offer on a home and they’ll have the advantage over the competition. This tool is great for real estate agents on both sides of the deal, because they have confidence in us and our clients’ offers.

PRE-APPROVAL ADVANTAGE CERTIFICATE

Provide your clients and realtors with education. Taught by our Education Director, we offer classes for homebuyers and CE credits for realtors.

EDUCATION FOR CLIENTS AND REALTORS

Direct Portfolio Lending (DPL) is a division of Directors Mortgage that specializes in securing funding for clients who do not fit the conventional mortgage needs of today’s market.

DIRECT PORTFOLIO LENDING

TEAM MODELWhen clients choose you, they get the entire DM team. Everyone is dedicated

to putting our clients’ needs first.

OPERATIONS TO SUPPORT YOUR SUCCESS

Because we are focused on our clients, we always have been

and continue to remain skilled in getting loans closed.

OUR ABILITY TO

SUPPORT YOU NEEDWHEN YOU NEED ITWith the option of using our Centralized Production, you have the flexibility you need to be successful whenever you need it. Use this all the time for your business, or just when you need it. Centrailized Production is a great solution to cover your teams’ vacations and increases in business with the same level of dedicated client service.

CURRENT AVERAGE6.5 days before close date

CURRENT AVERAGE97% client satisfaction

SERVICE GOALSWe’re working together toward the same goals.

CLOSE CLOSE LOANSLOANS

HOW WE ENSURE YOUR SUCCESS

This flyer is intended for informational purposes only. Pre-Approval Advantage Certificate is based on information received from the buyer and it should not be construed as a formal loan approval; nor does it acknowledge a full commitment to lend by Directors Mortgage. Information deemed reliable but subject to change without notice. Qualifying buyers only, subject to credit approval. This is not a commitment to lend. Call for Details. Directors Mortgage, Inc. NMLS-3240. Arizona Mortgage Banker License BK-0942517. ©️2019 Directors Mortgage

Page 4: COMPANY OVERVIEW · » Account set-up in company CRM (DM Marketing) » We will load your databases to your CRM profile » Welcome postcards sent to your sphere of influence and past

ELEVATE YOUR SUCCESS WITH A STRONG BRAND

DM MARKETING ONBOARDINGWe’ll take care of the details so you can hit the ground running.

CLIENT CONTACT POINTSKeeping you connected with your clients during and after their loan.

» New headshot (if needed)

» Business cards ordered

» Account set-up in company CRM (DM Marketing)

» We will load your databases to your CRM profile

» Welcome postcards sent to your sphere of influence and past client databases

» Welcome email sent to your sphere of influence and past client databases

» Social media audit and rebranding of your current accounts/profiles

» Company welcome announcement across social media accounts

» Personal application page and link (directly feeds into Encompass)

» Personal webpage with application link

MARKETING

Our in-house marketing team is here to show you off and keep you a step ahead of the competition. We offer everything from automated marketing solutions through our state-of-the-art CRM, video production, social media coaching and much more.

Our in-house marketing team is here to show you off and keep you a step ahead of the competition. We offer everything from automated marketing solutions through our CRM, video production, social media coaching and much more.

BUSINESS DEVELOPMENT

POSTCARDSKeep in touch with your database through mail.Easily order postcards to send to your clients, realtors and business partners.

LISTING MATERIALSHelp your realtor promote their listing through flyers, postcards, and ECO flyers! Flyers are free to produce. Instantly generate and download to print or send directly to your realtor.

EMAILSStay in touch with your clients, realtors and business partners through email. Schedule emails to automatically send later. Free to produce.

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The Power of MarketingPlace yourself ahead of your competition with our strong brand presence.

Impress Your ClientsGrow your recognition and creditability each and every time you deliver marketing into the hands of your past, present and future clients.

Custom MarketingCustom marketing templates are brand enhancing and drive action. Our products are produced on unsurpassed quality.

High-speed Ordering ProcessOur process ensures that you are able to get your order completed with superior velocity.

MARKETING

We’ve got all your basis covered to gain exposure in your market.

WHOLESALE

MARKET APPRAISALS

Our local wholesale division, providing underwriting for credit unions.

A top provider of Appraisal management services for the mortgage lending marketplace.

SO YOU CAN FOCUS ON WHAT’S IMPORTANT!ALL UNDER ONE ROOF

REVERSE MORTGAGEOptions for your 65+ clients.

RELOCATIONHelping a move go smoothly.

BUILDER PACKAGEPartner with builders to provide exclusive advantages.

DIRECT PORTFOLIO LENDINGA division of Directors Mortgage that specializes in securing funding for clients who do not fit the conventional mortgage needs of today’s market.

xpressdocs.com/directorsmortgageON DEMAND MARKETING PLATFORM

BUILDER

Page 6: COMPANY OVERVIEW · » Account set-up in company CRM (DM Marketing) » We will load your databases to your CRM profile » Welcome postcards sent to your sphere of influence and past

» Mobile responsive

» New and improved web application experience

» Improved resources

EVERYTHING YOUR CLIENTS NEED IN ONE PLACEDIRECTORSMORTGAGE.COM

An advanced tool and resource center built with you and your clients in mind. Users can do everything from research loan options, to login to their application with just a click of their mouse.

TECHNOLOGY

WELCOME EMAILClient Contact Points Campaign

CLIENT SURVERY EMAILClient Contact Points Cam-

THANK YOU EMAILClient Contact Points Cam-

Keeping you connected with your clients during and after their loan.

Our automatic campaign featuring email and print pieces that are sent to your clients on your behalf. Your clients are automatically enrolled when they begin the loan process. with you.

SO YOU CAN FOCUS ON WHAT’S IMPORTANTEMAIL AUTO-CAMPAIGNS

CLIENT CONTACT POINTS CAMPAIGN

» Welcome to Directors Postcard + Email

» Thank You Email

» Client Survey Postcard + Email

» Check-in Postcard + Email

» Birthday/Anniversary Email

Page 7: COMPANY OVERVIEW · » Account set-up in company CRM (DM Marketing) » We will load your databases to your CRM profile » Welcome postcards sent to your sphere of influence and past

PROFIT SHARINGBE PART OF SOMETHING BIGGER

Our profit sharing plan is a direct result of our Employees’ commitment to our clients. This truly embodies our value of taking care of the greatest asset our company has, which is you, our Team Members.

It’s more then just a company profit sharing plan, we’re taking care of you as a valued team member by helping you plan for your future. DM ONBOARDING

We’ll Take Care of the details so you can hit the ground running.

New headshot (if needed)

Business cards ordered

Account set-up in company CRM

We will load your databases to your CRM profile

Welcome postcards sent to your sphere of influence and past client databases

Welcome email sent to your sphere of influence and past client databases

Social media audit and re-branding of your current accounts/profiles

Company welcome announcement across social media accounts

Personal application page and link (directly feeds into Encompass)

Personal webpage with application link

When you talk through the doors on day one, we know it’s time to go to work. you have clients and partners relying on you and cant’ afford to miss a beat. That’s why we’ll make sure that you’ll be set up and ready to go right away with:

#DIRECTEXPERIENCE

DAY 1

YOUR SUCCESS

Page 8: COMPANY OVERVIEW · » Account set-up in company CRM (DM Marketing) » We will load your databases to your CRM profile » Welcome postcards sent to your sphere of influence and past

DirectFan has grown the past few years with the help of CJ McCollum. Rip City loves our Portland Trail Blazers and what they do for our community.

In the 2017-18 season Directors Mortgage, CJ McCollum and the Portland Trail Blazers teamed up to benefit the Boys & Girls Clubs of Portland Metro. With the ultimate goal of reaching 20,000 Directfans - very fitting as 2018 is the 20th anniversary of this Portland based company and the Moda Center holds nearly 20,000 Blazer fans per game!

#DIRECTFAN CAMPAIGNOur partnership for a cause

OUR SOCIAL MEDIA

From the extra bedroom to make room for a new addition, to the new “home base” for a medically discharged veteran, to the family who didn’t think homeownership was ever possible, every client has a story. Our #DMWelcomeHome campaign is our way of sharing those amazing stories that we have the privilege of playing a part in every day.

Plus, we want to help furnish that new home! Every client who posts a photo with our sign, or a photo in their new home, and uses #DMWelcomeHome, will be entered to win a gift card!

#DMWELCOMEHOME CAMPAIGNEVERY CLIENT HAS A STORY

Page 9: COMPANY OVERVIEW · » Account set-up in company CRM (DM Marketing) » We will load your databases to your CRM profile » Welcome postcards sent to your sphere of influence and past

We cannot say enough about how much we appreciate our Mortgage Specialist’s dedication to getting the job done right. Besides doing several transactions with Directors Mortgage over the years, we have sent many of our friends and family. Directors Mortgage always takes care of them.

Eric & Tara

Thank you for all your hard work with this clent. I’m so pleased we were able to get to the finish line for them. Directors always seems to get it done. I appreciate that.

Jesse V.

We just bought our new dream home through Steven Seim and the Hanna Team at Directors Mortgage. Hands down best home purchase experience I’ve ever had. I highly recommend them and will definitely use them in the future!

Sharla Bledsoe

An incredible experience. Thank you, Directors, for getting our family into our dream home.

J. Womack

WHAT OUR CLIENTS & PARTNERS ARE SAYING

Page 10: COMPANY OVERVIEW · » Account set-up in company CRM (DM Marketing) » We will load your databases to your CRM profile » Welcome postcards sent to your sphere of influence and past

After I joined Directors Mortgage, I knew this would be the place I would work until I retired. I would not have the successful career I have without the amazing support here. I know everyone at Directors is working to do everything they can to take care of my clients, and that is invaluable.

Maurice Grant, Sr. Mortgage SpecialistTEAM MEMBER SINCE 2002 | LAKE OSWEGO, OR

“It’s hard to believe that it’s been over two years since I joined Directors Mortgage. Easily the best professional decision I’ve ever made. Having the right support has enabled me to double my production which I didn’t even think was possible!”Gary Boyer, Sr. Mortgage SpecialistTEAM MEMBER SINCE 2015 | PORTLAND - HOLLYWOOD, OR

WHAT OUR TEAM MEMBERS ARE SAYING

“Throughout my seven years with Directors I have been thoroughly pleased with my involvement in the progression of the company. Directors’ executive team does an amazing job of connecting with its team members to gain valuable feedback and involve them in the strategic vision of the company. This has helped to create a production focused platform that has allowed me to consistently close $100,000,000 annually in loan volume.”Brett Burns, Sr. Mortgage SpecialistTEAM MEMBER SINCE 2010 | BELLEVUE, WA

I have worked for many companies during my 30 plus years in mortgage lending. Directors feels like home with our family-

like atmosphere and team spirit of all working together. I know I can go talk to anyone at any level in the company. I feel valued,

respected and appreciated. This feeling makes my career rewarding and inspires me to excel.

Louanne Briggs, Sr. UnderwriterTEAM MEMBER SINCE 2012 | LAKE OSWEGO, OR

Throughout the years I’ve been here, I’ve had the opportunity to be a part of many team members’ success and growth. At Directors, we listen to the needs of our team members and can make a difference

in their business to benefit our clients. The leadership team is open to innovative ways of doing business, new products and solutions. I have always enjoyed working in our collaborative environment to

benefit our clients.

Michael Draper, VP of Capital Markets/SecondaryTEAM MEMBER SINCE 2008 | LAKE OSWEGO, OR

I have been with Directors Mortgage for many years, because I have such a rewarding career here. The leadership recognizes

the value in each team member and I am continually impressed at the support Directors Mortgage provides to each team member

to ensure they are successful.

Sherry Grubb, Assistant to CEO TEAM MEMBER SINCE 1999 | LAKE OSWEGO, OR

WHAT OUR EMPLOYEES ARE SAYING

Page 11: COMPANY OVERVIEW · » Account set-up in company CRM (DM Marketing) » We will load your databases to your CRM profile » Welcome postcards sent to your sphere of influence and past

As a leader in the mortgage industry, we we offer many opportunities for you to get involved in a range of organizations and events.

OUR COMMUNITYDirectors Mortgage was founded on the principle of giving back to the communities where we live and work. We support hospitals, schools, mentorship programs, housing organizations, food banks and more.

Because we care. And we know you do too.

and many more!

DMCares represents our commitment as a team to supporting the local organizations and people who make our communities home. Below are only a few of the many organizations we support:

Your involvement in our philanthropic efforts can make a difference in our community, and clients recognize and appreciate this. Because you help make this possible, you will be able to influence which organizations we support, get involved and make an impact.

Use the #DMCares hashtag on social media to let your friends, family, business partners and clients know you are impacting the community.

GET INVOLVEDGET INVOLVEDCLIENTS WANT TO WORK WITH SOMEONE WHO CARES

Together, we can make a difference.

Join the conversation at directorsmortgage.com/community

OUR INDUSTRY

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Our industry leading and innovative compensation schedule is comprehensive and designed with you in mind. For our commissioned employees, our compensation schedule provides you with the maximum level of commission per transaction. For our salaried employees, our compensation plan is extremely aggressive and rewarding. Benefits includes medical, dental, vision and 401k.

But there’s more. Quarterly awards, holiday parties, summer family parties, annual Circle of Excellence awards trips, leadership retreats and competitive compensation all add up to make Directors Mortgage a great place to work. In fact, all of this just adds to why Directors Mortgage has been recognized as one of the Top Places to Work.

FOCUSED ON YOUYOU AND YOUR SUCCESSYOUR SUCCESS

The above space is intentionally left blank intentionally. Use this space to write down what you need.

This is YOUR page. We understand you already have things that are working for you. We’re listening. Tell us what YOU need to be successful.

RECOGNITION & BENEFITS

Page 13: COMPANY OVERVIEW · » Account set-up in company CRM (DM Marketing) » We will load your databases to your CRM profile » Welcome postcards sent to your sphere of influence and past

directorsmortgage.comInformation deemed reliable but subject to change without notice. Qualifying buyers only, subject to credit approval. This is not a commitment to lend. Call for Details. Arizona Mortgage Banker License BK-0942517. NMLS-3240 © 2019 Directors Mortgage

[email protected]

Apply onlinedirectorsmortgage.com/jobapplication

Call503.636.6000

Follow us on social mediafacebook.com/directorsmortgagetwitter.com/dm_mortgagelinkedin.com/company/directorsmortgage@directorsmortgage

WE LOOK FORWARD TO YOUYOU BECOMING PART OF THE DM FAMILY.PART OF THE DM FAMILY.

PROUDLY SERVING THE PACIFIC NORTHWESTOVER 20 LOCATIONS

Like what you see? Get a hold of us today.