Service OverviewSales & Marketing Guidelines
Banker In A Box is…
…a turnkey mortgage lending service, enabling mortgage and financial service
professionals and companies to serve as a multi-state, direct lenders without all the
associated costs, licensing, disclosure hassles and net worth requirements.
Home loansto your clients
Banker in a Box
• Sales Management
• AMC/HVCC MDIA• Disclosure
Process• Processing• Underwriting• Funding• Marketing• Communications
© 2010 PMAC Lending Services, Inc. All rights reserved.
Banker In A Box delivers…
…an all-inclusive mortgage lending enterprise through a simple software and communication
platform which enables the user to pick, disclose, status and deliver a home loan based on their
clients individual needs. Using CRM,LOS and Data base Management Solutions melded into a
Single Touch Point system called LenderLink – PMAC proprietary software platform.
Home loansto your clients Banker in a Box
• Sales Management
• AMC/HVCC MDIA• Disclosure
Process• Processing• Underwriting• Funding• Marketing• Communications
© 2010 PMAC Lending Services, Inc. All rights reserved.
Banker In A Box benefits the user…
• Autonomy - by providing complete control of the loan selling, origination, management and
pricing of the loan, thus ensuring higher quality, reduced costs and increased profitability for
the user
• 100% commission payout minus Corporate Cost and Taxes (15%)
• CRM, LOS, HR, Administration and all “Back Room” operations taken care of
• Group Insurance and 401K
• Consistent Industry Relevant Marketing Collateral Delivered Directly To You
• On-Going Training – Live at PMAC University or Via Webinar
• Access to all PMAC brick and mortar locations
• Access to PMAC University for training events, webinars and FTHB seminars
• PMAC U is a Fully Functional Training /Business Facility with 15x15 Built in Move Screen
and Retractable Projector and sound system for Presentations and Webinars.
© 2010 PMAC Lending Services, Inc. All rights reserved.
The All-Inclusive Mortgage Lending Enterprise
• (Item A) Sales, Qualification ,Loan Disclosure ,Application & Electronic Submittal
• (Item B) Everything Accessible through the Internet
• (Item C) PMAC Mortgage Lending Enterprise
• (Item 1) – Loan Origination & Task Assignments
• (Item 2) – Management, Loan Origination & Processing
• (Item 3) - Loan Underwriting, Funding & Post Closing Data Management
• (Item W) Warehouse Lending w/ Correspondent Relationships
• (Item D) Multiple Borrower Types
• Fannie Mae Seller Servicer, HUD Full Eagle
© 2010 PMAC Lending Services, Inc. All rights reserved.
Why PMAC :: How it Benefits You
• More Profit & Revenue
• Through Increased Production and Decreased Costs
• Greater Resources & Support
• Operations
• Latest Technology
• Refines Workflow & Process
• Marketing & Advertising – Creating Demand
• More Competitive
• Great Choice, Convenience and Satisfaction from your clients
• Loan Product Access
• Greater Control
• Meeting and Managing Customer Expectations
• Reduced Liabilities
• Standardization
• All Loans Consistently Packaged
• Eliminate Long Broker Lists
• One Conduit for All Loans
© 2010 PMAC Lending Services, Inc. All rights reserved.
What Makes PMAC Different :: Our Distinct Advantages• Process & Workflow Powered by Technology
• Turnkey End to End Mortgage Lending Enterprise
• LenderLink
• Quick & Easy Best Practices
• Sales Process – Disclosure, MDIA, AMC, HVCC
• Loan Selection & Pricing
• Needs List Provided & Task Management
• Total Compliance with All Governmental Agencies
• In House Underwriting & Funding
• Event Trigged E-mailing, Tasking, and Updating To Appropriate Parties
• 24/7 Communication to All Parties from any Windows/ Internet PC in the world
• Transaction History to audit the entire file
• Unique Database Marketing
• Targeted to your Clients Needs based on Key Trends
• Loan Selection
• Assistance
• Start Up Costs and Monthly Subscription
• Marketing Collateral & Promotion
• Training, Training and Training
© 2010 PMAC Lending Services, Inc. All rights reserved.
PMAC Support• Corporate
• Developing Your Business Plan & Time Management• Providing, Implementing and Training You with All PMAC Resources• Full Technology Access• Licensed/Operating in 9 Western States • Start Up Expense Assistance• Virtual Office-Everything you need is online• Loan Processing, Funding all done transparently and Centralized• Corporate Benefit Plan • Compliance & QC
• Sales• Select the Loan & Control the Loan Pricing
• Marketing• Personalized Marketing Materials for Templates
• Loan Program Collateral• Loan Scenario Collateral• Corporate Collateral• Open-House Collateral
© 2010 PMAC Lending Services, Inc. All rights reserved.
What We Require• Tenure
• 3 – 5 Years in the Mortgage Lending Business • Established Production History
• Verify via W-2 Pay Check Stubs/ Financial Statements• Production• Background
• Employment Application• References
• ADP Background Report• No Felony Convictions
• Fees• Start-up and Set-up Costs determined by election of products
© 2010 PMAC Lending Services, Inc. All rights reserved.
© 2010 PMAC Lending Services, Inc. All rights reserved.
Option #1 Option #2 Option# 3
Subscription Costs
• Account Executives
• $189.00/ Month
• Month to Month Contract
• $995 Set Up
Subscription/ Technology Costs
• $289 per Month
Subscription/ Technology Costs
• $2495 Per Year
Banker in a Box :: Pricing Options*
* All pricing options are fully explained in Banker In A Box
Cost Agreement
© 2010 PMAC Lending Services, Inc. All rights reserved.
Banker in a Box
For more information regarding our Banker in a Box program contact:
Phillip V. RodriguezV.P. So. Cal Production(909) 539-6568 Direct:(714) 925-3991 Cell:Email: [email protected]
For more information about PMAC, visit us online at www.pmac.com .
Take an online tour of our Corporate Headquarters: http://www.pmac.com/corporate-tour.html
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