The Expanded Preferred Partner Network. Guiding Principles of TMC’s Preferred Partner Network Best-in-class companies committed to providing exemplary.

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Presentation transcript:

The Expanded Preferred Partner Network

Guiding Principles of TMC’s Preferred Partner Network Best-in-class companies committed to providing exemplary customer service to our Lender Members Transparent Member benefits Access to the right people at all of our Preferred Partner companies Balancing the need for different types of partner companies for lenders of different sizes/models while not ‘oversaturating’ any specific spaces Partnerships with companies that can help our Lender Members grow their market share and operate more efficiently and profitably Emphasis on Preferred Partner companies that help our Lender Members adapt to the future of the mortgage industry and its changing technology, demographics, and consumer desires

The Power of the Network Powerful savings that span the entire life cycle of the homeowner’s experience from 59 different best-in-class industry providers Lenders utilizing the Network are experiencing dramatic improvements in operating efficiency and customer satisfaction Director of Member Engagement works directly with our Lender Members to increase awareness of viable and impactful opportunities within the Network

Winning in Today’s Changing Market Understand the changing business and regulatory environment Getting ahead of the evolving consumer preferences and needs Embrace technology to reduce cost and delivering better outcomes Right fulfillment partners Learning from your peers

Member Support Supporting Our Members in All Aspects of the Mortgage Life Cycle Accounting & Audit Appraisal Management, AVM’s & Appraisal QC Bond and E&O Insurance Bond Market, Interest Rate Tracking & Analytics Business Development Business Intelligence Software Consulting, Professional Coaching & Advisory Credit Services Customer Development & Retention Document & eMortgage Services Education & AdvocacyFulfillment ServicesHedge Advisory Investor Guideline Side-by-Sides LO Compensation Software LO Websites Loan Origination System Loan Originator Training & Licensing Marketing, Branding & Public Relations MBS Trading Mobile Applications Mortgage & Repurchase Insurance MSR Valuation & Analytics Office Supplies & Furniture Product & Pricing Engine Property Reports & Public Record Data Quality Control, Compliance & Legal Services Risk & Vendor Management Secondary Market Investors Subservicing Title & Settlement ServicesWarehouse FundingWhole Loan Trading

Sourcing Business BUSINESS DEVELOPMENT BRANDING & PUBLIC RELATIONS Depth PR Reputation management, web visibility and sales & marketing consulting. Seroka Certified brand development and strategic communication. NAHREP Consulting Services Improves business results through meaningful connections with Hispanic customers. CommLoan.com Profit from commercial loan referrals by connecting with hundreds of lenders through an innovative platform fully branded in Member’s name.

Expanding Your Business ADVISORY PARTNERS RML Advisors Helps clients manage enterprise risk across all spectrums & offers a market-leading DIY vendor management toolkit and a closing agent management portal. Transformational Mortgage Solutions Consulting services related to growth and efficiency and executive coaching services. The Collingwood Group A senior team of seasoned financial services executives providing business advisory services to boards of directors and executives of companies in the financial services industry. Matchbox LLC A full service consulting firm for mortgage bankers with a focus on technology implementations and improved secondary market execution.

Sales Force Empowerment BUILDING A MORE INFORMED & IMPOWERED SALES FORCE Lending Manager A solution for building LO websites, loan applications, and blogs. Mortgage Returns Web-based CRM platform that helps originators manage and effectively market to referral partners, prospects and past customers. Doug Smith & Associates Sales training, leadership development, seminars and presentations for sales conferences. LBA Ware Software company offering solutions for LOS & CRM system integration & the industry’s only web-based software system for managing LO compensation.

Sales Force Empowerment TRACK THE MARKETS & INVESTOR GUIDELINES Icon Advisory Group Competitive analytics to illustrate how lenders are priced in the marketplace and how their production metrics compares with their peers. MBS Quoteline Real-time tracking of the markets that move mortgage rates and the analysis behind it. The Rule Tool A one-stop solution for originators and operations personnel to access agency guidelines & investor overlays.

Sales Force Empowerment CREATING A BETTER CUSTOMER EXPERIENCE SimpleNexus A leading industry provider of customized, private labeled borrower and loan originator facing mobile applications that help streamline the process and communication from application to closing. Roostify Cloud-based mortgage software that helps lenders convert mortgage applications into closed loans. Mortgage Coach Mobile application based platform that helps originators guide home buyers through charts, graphs, audio, & video recordings accessible on any device. Social Survey Offers solutions for mortgage lenders to promote their company and manage their online reputation.

Focus on Efficiency CREATING A SMARTER & MORE EFFICIENT PROCESS LoanLogics Life of loan QC & performance management software that helps lenders operate more efficiently & compliantly. Motivity Solutions Business intelligence software that delivers powerful, real-time analytics that enables lenders to proactively monitor & manage operations across their enterprise. Assimilate Solutions Global outsourcing company focused within the Mortgage Eco-System. String Real Estate Information Services Fulfillment service provider for lenders looking to outsource components of operations.

Stay Hedged, Stay Funded HEDGE ADVISORY & ANALYTICS Compass Analytics Offers expertise in three main areas: hedge advisory services, MSR trades and analytics, and a product & pricing engine. MIAC Hedge advisory firm that also facilitates whole loan and MSR trades and analysis, in addition to offering a variety of different analytical solutions and services for mortgage lenders. Vice Capital Markets Pipeline management & hedge advisory firm that takes a very hands-on approach with clients to help them manage interest rate risk & profit margins.

Stay Hedged, Stay Funded WAREHOUSE LENDERS & SOFTWARE People’s United Bank Provides mortgage bankers competitive warehouse facilities that are both flexible and individualized to meet customer’s needs. Sterling National Bank Provides financing to mortgage bankers for funding their short- term borrowing needs, starting with point of funding, to the time when they are purchased by investors. Street Resource Group The leading provider of warehouse lending software, nurturing new warehouse lenders & providing innovative solutions.

Credit & Document Services CREATING A SMARTER & SAFER PROCESS DocuTech Cutting edge technology & seamless LOS interfaces to help lenders efficiently & compliantly generate mortgage documents. NCS Specializes in third-party verifications such as 4506-T’s, while also offering credit, flood, property and consumer reporting products & services. Advantage Credit Provider of credit services that places a heavy emphasis on creative strategies to work with their client to help them grow their business. Credit Plus An industry leader for more than 85 years, offering 160 different credit and mortgage information services.

Appraisal Management & Services OFFERING DYNAMIC APPRAISAL MANAGEMENT SOLUTIONS & SERVICES Platinum Data Solutions Provides collateral valuation, appraisal quality control and AVM products & solutions. Streetlinks Lender Solutions Appraisal management and ‘manage it yourself’ appraisal and valuation solutions of all shapes and sizes. Dart Appraisal Independent, nationwide AMC that creates transparency between the lender & appraiser, bringing out the best in both parties. Liquid Logics Cloud-based LOS built around the consumer process with imbedded AMC support for lenders.

Reduce & Manage Your Risk AcuClix Tools for mortgage lenders to ensure their firm & sales force are compliant on the internet and social media. American Mortgage Law Group A full-service law firm singularly focused on mortgage related matters & issues. Mortgage Banking Insurance Group Provides mortgage bankers with insurance policies including E&O, bond, & cybersecurity to protect your business. The Prieston Group Providing risk management solutions to the mortgage industry for over 25 years.

Manufacturing a Better Loan Adfitech Pre-closing and post-closing QC reviews & delivery of closed loan & trailing documents to investors. ComplianceEase A leading provider of risk management solutions to the financial services industry. First American Fraud & Verification Services A single destination to efficiently access multiple information sources to detect fraud risk & errors. DataTree by First American Robust portal that allows lenders access to a host of property-centric reports, data & other public records needed through the loan approval process.

Solutions For After Loan Closing AFTER THE LOAN IS CLOSED Richey May Audit, tax, benchmarking and business advisory services, in addition to subservicer and MERS compliance & oversight. Spiegel Accountancy Audit, accounting & tax strategies for mortgage banking firms. Dovenmuehle A private labeled subservicing firm that servicing loans for mortgage lenders of all types in all 50 states. Phoenix Capital, Inc. Mortgage servicing rights advisory, analysis & transactions.

Getting Your Loans Insured & Sold MORTGAGE INSURANCE PROVIDERS A series of TMC member only benefits with all three MI companies. CORRESPONDENT LOAN PURCHASERS Additional bps quarterly incentive paid to TMC members that sell loans to our correspondent partners. Envoy Correspondent Plaza Home Mortgage, Inc. Wintrust Correspondent Arch MI Essent Guaranty Radian

Strategic Partnerships FANNIE MAE & FREDDIE MAC MORTGAGE BANKERS ASSOCIATION (MBA) Access to MBA subject matter experts Reduced annual membership fee to be a TMC member for MBA members TMC member discounts on MBA Education products Reduced cost & time frame to become direct Seller/Servicer or to be reactivated Reduced costs of training courses & opportunities Custom webinars & other educational content for TMC members

Strategic Partnerships Office Depot Leading global provider of products, services, and solutions for every workplace – whether your workplace is an office, home, school, or car. Up to 80% off guaranteed savings on office products most preferred by members:

Strategic Partnerships Timios, Inc. Provides Title Insurance & Settlement Solutions, serving national lenders and mortgage companies nationwide. Multi-Bank Securities A fixed-income securities broker-dealer, underwrites wholesale deposits for institutions and operates its own online trading platform. An approved underwriter for Fannie Mae, Freddie Mac and the Federal Home Loan Banks.

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