You have to be able to get into the swing of things quickly or you’re losing business
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When you join a new mortgage company, the first 90 days are crucial. You have to be able to get into the swing of things quickly, or you’re losing business. You never want your real estate partners, builders and customers to start asking, “Why did you move to a new lender?”
To make a smooth transition, you have to partner with a company that makes your arrival and transition a top priority. Every originator is different and your lender of choice has to be able to customize their onboarding process to meet your specific needs. This is what sets New American Funding apart. Whether it’s just you or a large team, we tackle every need and we have an entire team of onboarding specialists to make your transition as smooth as possible.
Your onboarding team works with you to handle your licensing, IT, marketing and training needs. They’re with you every step of the way. Before you even start, they’re already covering vital questions – “What’s your LOS system? How are your files underwritten? What’s your marketing strategy?”
We also partner you with a concierge for six weeks to ensure you have everything you need. When you have questions, you have a direct point of contact. We believe in providing you concierge level service that makes everything effortless. We also focus on providing your support staff with any operational, product, or marketing training they need.
We make it easy for you to quickly notify partners and customers about your move. We have an in-house print shop that immediately prints postcard mailers and business cards so there’s no time lost with continuing your business as usual. Our marketing team sets up your personal website, with a pre-approval application, right away. They help import of all of your contacts to instantly set up your marketing and email campaigns so you can have access to over 2,000 pieces of custom branded and cobranded marketing pieces.
We get the ball rolling, in most cases, before you even arrive. You don’t have to worry about anything, except focusing on your business. We micromanage your pipeline during the first 90 days to make sure everything is running smoothly. Our goal isn’t just to simply close your loans on time – that’s expected. It’s to make sure we deliver a superior experience to your customers during the process.
Once your first loan funds, our marketing team starts building your online reputation by surveying your borrowers for positive online reviews that will automatically post to your website and social media pages. The best part – you don’t have to do anything. Our cutting-edge technology takes care of it all for you. If you’re ready to make a move, choose a lender that makes the onboarding process a priority – choose New American Funding.
