Why Partner With Us
- 1. WHY PARTNER WITH US?
- 2. WHO ARE WE Paramount Partners Group is the retail channel of Paramount Equity Mortgage/Loan Pal. Paramount Equity has been a thriving mortgage company since 2003. PPG was founded in 2014 to serve local communities in multiple market areas.
- 3. MEET OUR LEADERSHIP TEAM Executive Vice President Kelly runs PPG and leadership team by sharing the wisdom that she gained throughout her 20+ years in the mortgage industry. She loves helping loan officers and managers achieve their personal and professional goals. She is the published author of Foundation to Sustainable Success and Best-Selling book Big Voices. She provides a culture and framework that maximizes individual success. “Sustainability in the Real Estate and Mortgage Industry is about having a consistent, reliable stream of business and subsequent income regardless of what is happening around you” - Kelly KELLY
- 4. Ashley aids in the development of new business for the division. In addition, she assists with the on-boarding of new hires to provide that concierge feel to new recruits to help them succeed. Lastly, she provides support for new branch recruitment. ASHLEY BUSINESS DEVELOPMENT MANAGER Lisa’s experience in problem solving, managing multiple operations teams, and her “get it done” attitude brings a level of service commitment seldom seen in the industry. With more than 25 years of experience, Lisa is an industry veteran with expertise in all areas of operations. LISA VICE PRSIDENT - OPERATIONS Jessica leads the ”boots on the ground” marketing team in getting loan officers what they need – and when they need it. She and her team are 100% focused on their primary customer – the loan officer. JESSICA MARKETING MANAGER
- 5. “Our future is bright because we let our people shine. Innovation starts with the voice of each and every team member.”
- 6. Through the eyes of an originator. Built For You Large company support with a small company feel. Support CULTURE
- 7. with goal setting, strategies and accountability – we help you grow! Coaching Platform Growth focus with emphasis on positive change and continuous improvement. Growth Solution oriented operations team. Solutions
- 8. “We have a tenured, talented operations staff that gets it. We’re all working towards the same goal, collectively.”
- 9. A “get ‘er done” attitude ATTITUDE on purchases and TBDs SAME DAY UNDERWRITING Before processing and includes TBD’s FULL UPFRONT UNDERWRITE Solution based mentality SOLUTIONS DEAL STRUCTURE DESK To decision makers ACCESS OPERATIONS
- 10. “You have to have what your customers need… and we do!.”
- 11. MORTGAGE BANKING PRODUCT LINE Delegated with multiple investors JUMBO FHA + VA with no overlays GOVERNMENT Bank Statement Loans, expanded Jumbo options and Asset Depletion Second Mortgages available NON-QM Direct with no overlays FANNIE/FREDDIE
- 12. “Flyers? Check. Postcards? Check. Social Media strategy? Technology? Comprehensive support? Check. Check. Check.”
- 13. Our marketing is designed for today’s lending environment. DESIGNED FOR YOU We have a marketing team that is available for assistance. NEED HELP? We have a full onboarding system to help you hit the ground running! ONBOARDING BUDGET Marketing budget provided based on production. MARKETING
- 14. Social Survey manages online brand and testimonials. REPUTATION MANAGEMENT We have a concierge service that is available to help you with customized marketing. CONCIERGE Mobile App allows client and Realtor connectivity. MOBILE APP Customer Relationship Manager that manages your database and new opportunities. CRM Our digital library is full of content and is available for immediate use – even when you’re on the go. This includes co-branded products, such as open house flyers, to keep your referral sources happy! DIGITAL LIBRARY You will have access to material that can be used and shared on social media. SOCIAL MEDIA OUR TOOLS ARE COOL
- 15. Mobile app is unique and specific to you. Full transaction details available from your phone. FOR YOU Transaction details available for partnered Realtors. FOR YOUR REALTORS Loan progress, needs list, secure doc exchange available for borrowers. FOR YOUR BORROWERS MOBILE APP
- 16. OPEN HOUSE MARKETING Just Listed, Just Sold, and Open House flyers. FLYERS Infographics specific to individual property. INFOGRAPHICS Just Listed, Just Sold, and Open House postcards. POSTCARDS Sign Riders with text-to-lead capture. LEAD CAPTURE
- 17. ONBOARDING 1 week prior tostart: Welcome email; bio questionnaire, headshot; database submission. START DATE Day 21: Scheduled call withmarketing team: any outstanding onboarding tasks, fill gaps, and retraining. Day 90: Scheduled call with marketing team: marketing strategy, custom needs,andindividual assistance. Social Media and External announcement Day 10: CRM + Individual Website Mailer sent to database, website set up, marketing systemsreleased for use. Week 1: Initial training on all systems.
- 18. “We want every one of our originators to blast through their goals. Our coaching program is our commitment to helping you do just that.”
- 19. Proven assistance with strategic and tactical initiatives to increase your production STRATEGIES + RECIPES is optional and available INDIVIDUAL COACHING Power Points are available for use REALTOR COACHING based on Foundation to Sustainable Success system www.ftssforsuccess.com FTSS GROUP COACHING VISION + GOAL PLANNING COACHING + MENTORING We want you to have personal and professional success BALANCE + CELEBRATION
- 20. “Efficiency starts at home – our home. We operate as paperless as possible, and use every transaction as an opportunity to improve.”
- 21. ENCOMPASS OPTIMAL BLUE DASHBOARD Loan Officer dashboard with real time reporting ONLINE Loan application and individual websites BORROWER PORTAL For document exchange TECHNOLOGY + REPORTING
- 22. MEDICAL Kaiser United Healthcare DENTAL Guardian VISION Guardian VSP HSA Health Savings Account 401K Traditional+ Roth (plans available through Transamerica) BENEFITS
- 23. PRETTY COOL HUH?Aren’t convinced yet? Here’s what our team members have to say… "The culture at Paramount Partners Group is unlike any company I have ever worked for. Employees are determined sacred and their thoughts and opinions are heard and implemented. If you are looking for a company that will inspire you with their visionary leadership, employees that go out of their way to help you succeed and a fun work environment, Paramount Partners Group is for you." Jenna, Mortgage Consultant “I wanted a company that had an operational platform that was sales driven, that means upfront underwriting and direct submission. My business is built on relationships and I wanted a company that understand technology can play a role in enhancing the overall customer experience, add value for my agents and make my team more efficient. That is why I chose to come to Paramount.” Roger, Branch Manager “I feel comfortable with the company’s leadership. We consider ourselves a “work family”. We rely on each other for knowledge. We help find solutions for each other. We help each other grow. We all stay consistently positive in the organization.” Anthony, Mortgage Consultant
- 24. “At the end of the day, we’re a family, helping families achieve their American Dream.”
- 25. YOU KNOW YOU WANT TO JOIN US!