Top 50 Mortgage Companies to Work For... Why Benchmark Mortgage Stands Out

8,000LOAN OFFICERS

SURVEYEDAND THERESULTSARE IN

OVER

Who is Benchmark Mortgage?

National Banker & Broker

Minimal Underwriting Overlays• Fannie Mae Direct Lender • Ginnie Mae Direct Lender (pending)

• Audits complete• Expected within 0‐4 months

In‐house Product• Construction to Perm (coming soon)

Loan Servicer • Convenient for clients

Correspondent & Broker • To serve unique needs

2013 Statistics• $1.627 Billion• 7,903 Loans• 80% Purchase Business


Company Leadership• Jim McMahan, President | Billion Dollar Producer | Coach• Stewart Hunter, Chief Visionary Officer | Branch Mentor• Bryan Harlan, Chief Executive Officer | Licensed in 43 States

Who is Benchmark Mortgage?Idaho Underwriting & Processing

• Common Sense, “how do we make it work” approach

• Reliable Pre‐Approvals ‐ Friendly, Knowledgeable & Accessible to Loan Officers

• Job Descriptions includes helping sales team succeed

• Average underwriting turn times = 2.1 days (Q2 2013)


Statistically, our in‐house Boise appraisals have come in$3,215 over purchase price in the last 18 months.

Amazing Appraisal PanelQuality Control Screened based on their ability to do a good job in some of Boise’s most challenging & unique neighborhoods:

• The North End• The East End• The Foothills• The Bench• Custom High End Homes

On Time (or early) Closings

Boise Branch: Historically we close on time or early.

• Boise average days clear‐to‐close before contract deadline = 4.42 Days (Jan 2013 – June 2014)

• Clear‐to‐Close to Docs at Title = 2.1 Hours

• Average time in processing (from contract received to funded) = 23.97 days (Q2 2013)

• Same Day Funding on Most Transactions


Boise Branch CRM: Highly Customized Version of SalesforceManaged pipeline Semi‐Automated Communication / Status UpdatesTBD & Lead follow up system Streamlined and Efficient


Accepted Offer ‐ Introduction to Listing Agent


Boise Branch CRM: Loan Status Updates Semi‐automated for LO to review, customize and email


Boise Branch CRM: Loan Status Updates – Weekly SummarySemi‐automated for LO to review, customize and email

Accepted Offer… What to Expect


Appraisal Ordered


Appraisal Received


Clear To Close | Closing Instructions | Funding


Who is Benchmark Mortgage?“Done 4 You” Marketing, Social Media & Training

Who is Benchmark Mortgage?Loan Officer Websites with “Done 4 You” Blog , Squeeze Page & Social Media Posts

Who is Benchmark Mortgage?Benchmark University: Coaching, Mentoring & Webinar Library

2013 ACAR Affiliate of the Year



Benchmark University: Coaching, Mentoring & Webinar Library

Private Team Training in Idaho by Jim McMahan Boise Team Dinner with Jim McMahan

Loan Officer Mastermind in Breckenridge, COACAR Realtor Training in Idaho by Jim McMahan

Live Training and Private Company Events


Frequent Discounts on National Training Programs


Join a Benchmark Mortgage Super Star at Sales Mastery this year.

Who is Benchmark Mortgage’s Idaho Team?

Boise Marketing, Reputation, Brand Recognition & Realtor Events


2010

2008 BBBIntegrity Counts

Honoree

Celebration of Excellence

Celebration of Excellence

Operations & Underwriting Summit

National Licensing

What is the National Lending Center?

• Primary function to service pipelines of newly hired loan originators while they await licensing transfers.

• Secondary function is to service referral business from time to time


What is the National Lending Center?

• Primary function to service pipelines of newly hired loan originators while they await licensing transfers.

• Secondary function is to service referral business from time to time


Boise Class A Office Space

• St. Mary’s Crossing 2535 W. State Street (27th & State)

• 36,000 Cars drive by daily for brand recognition

• Convenient from downtown off ramp

• Private Offices

• Free parking


Benchmark Mortgage Idaho TeamSaving the World One Mortgage At a Time

We believe the right or wrong mortgage can change a person’s future and our advice must be educated, ethical and personalized. We strive to help our clients save money; maximize their wealth; and sleep easier at night.

We believe that we should positively impact our clients, industry partners and team members because our every action and our every word creates a ripple effect that expands out into our homes, our community and the world.

We believe we have the power to positively impact every life we touch. We believe we can make the world a better place… one mortgage at a time.


Let’s Connect!Learn More about Idaho Career OpportunitiesDean & Shanna Tucker, Idaho Managers Facebook:208.388.0500 | Office www.Facebook.com/HomeLoanBoise208.388.0501 | Fax www.Facebook.com/ShannaWrotenTucker

Email: [email protected] LinkedInEmail: [email protected] www.LinkedIn.com/IdahoMortgage

www.LinkedIn.com/ShannaTuckerBenchmark Mortgage2535 W State Street TwitterBoise, ID 83702 @IdahoMortgage

@ShannaTuckerApply Online: www.Tucker.Benchmark.us

Ark‐La‐Tex Financial Services, LLC d/b/a Benchmark Mortgage 5160 Tennyson Pkwy STE 2000W, Plano, TX 75024. NMLS ID #2143 (www.benchmark.us) 972‐398‐7676. This advertisement is for general information purposes only. Some products may not be available in all licensed locations. Information, rates, and pricing are subject to change without prior notice at the sole discretion of Ark‐La‐Tex Financial Services, LLC. All loan programs subject to borrowers meeting appropriate underwriting conditions. This is not a commitment to lend. Other restrictions may apply. Idaho Mortgage Broker & Lender #MBL – 4060

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Top 50 Mortgage Companies to Work For... Why Benchmark Mortgage Stands Out