Business Plan 2008 would like to thank the following sponsors:
TITLE SPONSOR |
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| United First Financial is an innovative company which has develop a powerful tool for Loan Officers to offer to their past, current and future clients. Money Merge Account™ System enables an average homeowner to pay off a 30-year mortgage in as little as 1/2 to 1/3 the time with little or no change in day-to-day spending habits and without increasing monthly mortgage payments. Money Merge Account™ System is not a bi-weekly program nor is it a debt-roll down program. With the right product, the right training, and thousands of satisfied customers, this is truly the opportunity of a lifetime for certified agents. To find out more about offering the Money Merge Account™ System to your clients contact us at info@MathNotMagic.com |
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Premier Sponsor |
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| Mortgage Coach Software – “Stop Selling Loans – Start Building Wealth” The Mortgage Coach is the industry's leading mortgage planning solution. Founded in 1997, 20,000+ members experience higher commissions, more referrals and the respect of other financial professionals. The concept is simple…originators using The Mortgage Coach software move from being seen by consumers as just another lender to being respected as a trusted advisor and mortgage planner. With side-by-side comparisons and detailed analysis, The Mortgage Coach shows how small changes in loan terms yield extraordinary financial results over the life of the loan. Five modules are included in the software. Using the Mortgage Coach's approach to deliver Mortgage Plans, Quarterly Mortgage Reviews and Annual Debt Reviews, a typical loan officer elevates from "Application Taker" to "Mortgage Planner" It is not unusual for Mortgage Coach users to increase commissions $30,000-$60,000 in the first 12 months. To learn more…please visit www.mortgagecoach.com. And click on “quick tour”. |
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VIP Sponsor |
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| From First Contact to Client for Life. Want your clients to keep coming back to you for the financial solutions they need? Allow us to introduce LoanMagic, the first and only all-inclusive, completely accurate, incredibly easy and totally reliable loan presentation program that will turn the most complex mortgage decisions into simple solutions. Find out how LoanMagic allows you to provide a level of customer service unequaled in the industry. LoanMagic works before during and after the sale to provide the most complete financial information available while delivering you the power to become a trusted advisor. With LoanMagic you cannot be outgunned…you are the Loan Expert. Call us at 800-649-1362 or visit our website: www.loan-magic.com and find out how LoanMagic will make you indispensable to your customers. |
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Diamond Sponsors |
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| Calyx Software,
the leading provider of mortgage origination software for 15 years,
is dedicated to helping you increase your profitability by providing
reliable and affordable software that streamlines and optimizes all
phases of the loan process. Point, the flagship product of Calyx Software, combines the latest technology with the functionality you require for loan marketing, prequalification, origination, and processing. Point comes with everything you need to manage your business—no add-on modules are required! The Calyx Network connects you to hundreds of lenders and service providers using technology that allows all parties to exchange data easily. This seamless interaction increases efficiency and maximizes profitability by enabling you to close loans faster. Calyx also offers you the ability to market your business 24-7 on the web through our WebCaster product as well as the ability to centralize your data using Point Data Server. Stop by our booth to see how partnering with Calyx can maximize your success! |
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| Accredited Home Lenders, Inc. is a leading residential mortgage lender in the United States and Canada engaged in the business of originating, securitizing, servicing, and selling non-conforming and Alt-A residential mortgage loans through its wholesale and retail channels. Experienced management, business diversification, and a strong profit culture are among Accredited’s key differentiators. Founded in 1990, the company is headquartered in San Diego, CA. Additional information about Accredited may be found at www.accredhome.com. |
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Partner Sponsors |
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| Ellie Mae, Inc. is an award-winning provider of software and services for the mortgage industry, connecting mortgage professionals with the lenders and service providers they need to quickly and seamlessly originate loans. Ellie Mae’s flagship mortgage automation solution, Encompass®, comes in editions for both brokers and bankers. |
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| The Mortgage Market Guidesm is one of the premier services in the mortgage industry. With the industry expertise of our panel of experts-including Barry Habib and Sue Woodard-it keeps mortgage originators informed on what's happening in the market, why it's happening, and what they can do about it. It delivers valuable insights and advice, easy-to-understand explanations,and exclusive resources, including:
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| Mortgage Originator is designed to enhance the professionalism of the mortgage lending industry and to provide loan originators and other mortgage lending professionals with the educational resources they need to be more successful. The magazine provides a dynamic forum for originators, lenders, and others to exchange viewpoints, insights and successful origination strategies. M.O.M. is recognized as the industry's primary sales and management tool for originators. By offering practical, how-to information, we are helping top producers become even more skilled at prospecting, originating, servicing clients and running their businesses. |
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| XINNIX is the mortgage industry’s most comprehensive sales, leadership and coaching company, offering training solutions and one of the highest returns on investment available. More than thirty XINNIX professionals focus on improving production, recruiting, profitability and team effectiveness for retail, wholesale, and joint venture organizations of all sizes. XINNIX tailors high value training solutions to meet specific production needs of the largest company to those of an individual student. Founded in 2002, more than 150 companies and 10,000 students have turned to XINNIX to greatly enhance their success. Corporate partnerships, financing programs, and on and off campus instruction available. Please call 678-325-3500 or email info@XINNIX.com to contact us. |
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| DHL is the world's leading global express delivery and logistics company. With their expanded domestic growth and their integrated worldwide network, your shipments can reach every zip code in the U.S. and more than 120,000 destinations in over 225 countries and territories around the world. Renowned for their reliability and speed, DHL offers a complete selection of overnight, ground, and international shipping services – more proof that customer service is back in shipping. From pickup to delivery, dedicated people are hard at work to provide the flexibility, reliability, and responsiveness required to meet all of your business needs, domestically and internationally. |
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Platinum Sponsors |
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| PushMX Software applications organize, customize and automate critical areas of both sales and operations for mortgage companies that want to improve their prospecting and loan processing techniques. PushMX delivers a unique solution for all activities from lead prospecting and pipeline management to post closing sales and marketing. Unlike other software companies, PushMX offers industry best practices, process expertise and enabling technology to help mortgage professionals execute more loans in less time with fewer resources. Based on lean manufacturing concepts, PushMX Production (Pipeline View, Communications and Management Reports) organizes, automates and simplifies the origination process. PushMX Sales uses the same concepts to help build your customer base. The post-closing automated marketing and tracking capabilities of PushMX Sales enables originators to turn information captured from customer loan applications into a warehouse of future opportunities giving users a perpetual lead generating and tracking engine at their fingertips. |
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| Veracity Credit Consultants is the leading credit optimization service for mortgages, and a NAMB Industry Partner. Thousands of loan officers and their associated clients use Veracity to help optimize consumer credit ratings. In short, borrowers need fair and affordable financing, and their brokers need qualified borrowers to close more loans. The comprehensive solution Veracity provides satisfies both sets of goals. |
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Gold Sponsors |
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| Lithco is
a leader in automated marketing solutions that develops end to end
programs for delivering printed materials. By automating your marketing programs, you can sufficiently manage and hold to your plan regardless of what happens during your day. Gain control over your business today and let your business start growing itself. Allow us to help make your marketing efforts more powerful and effective. You’ve worked hard to build your image. Let us maintain it! |
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| Stop “conversing” with your phone prospects and Start “converting” them now. You will soon find yourself bringing immediate clarity and confidence to your phone prospects and clients as you meet and advise them from virtually anywhere. Start using our custom Desktop Sharing and Webinar tools designed by Loan Officers for YOU and your financial planning partners. Mortgage Planners and Financial Advisors with a clear and compelling solution for their prospects will win every time. Use our unique process with LoanToolbox, Mortgage Market Guide, Mortgage Coach, Loan Magic and your Point of Sale system and start saving time and earning more as you show the way® to build wealth. Ask about our show specials or visit us at www.advisorsinsight.com or www.lendersinsight.com. |
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Silver Sponsors |
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| More originators are rediscovering the advantages Mortgage Guaranty Insurance Corporation (MGIC) MI offers in regard to their own success, as well as their borrowers’ best interest. Lender-paid and borrower-paid MI is an important option to know and as the nation’s leading private MI provider, MGIC provides numerous products and services that help mortgage originators become more efficient, more responsive to consumers’ needs and, as result, more profitable. |
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| Myers Internet is the leading provider of web-based solutions to mortgage originators, and has delivered affordable, state-of-the-art, customized mortgage web sites since 1995. Currently hosting over 7,000 mortgage web sites, Myers has been ranked as the Number One Web Design Firm in Silicon Valley for seven consecutive years. Myers enables loan originators to provide their consumers with access to rate sheets or risk adjusted payments, closing costs, secure online loan applications, rate alerts, loan status, calculators and much more. The Myers platform integrates with eMagic, an MGIC subsidiary, providing easy, online access to automated underwriting (AU) decisions, mortgage insurance, contract and bundled services, rate locks, document storage, imaging and delivery. In addition, the Myers platform complements many of MGIC's other services such as contract underwriting, homebuyer education and lead generation. |
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| Tom Ward draws on his 20 years of experience in the business and delivers "street smart wisdom" to mortgage company owners and loan officers. His presentations around the country have provided thousands of mortgage company owners with a precise way to make better financial decisions using his One Transaction Thinking® model. His workshops for originators teach consumer direct sales skills that pay off immediately. Beginning May 2007, Tom has taken on a bigger task by founding a new organization called Mortgage Business Owners (MBO). MBO is the nation’s first organization aimed at company and net branch owners. The centerpiece is detailed financial benchmarking report that answers the "How do I compare" question for owners. Detailed information and a schedule of introductory webinars are available at www.MortgageBusinessOwners.com or by calling 877-Tom-Ward (877-866-9273). |
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Bronze Sponsors |
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| Arch Telecom integrates innovative technology with unparalleled customer service to provide mortgage professionals a comprehensive package of lead generation services. Powered by the technology and service of Arch, industry leaders establish effective relationships with real estate agents, create direct marketing initiatives and capture the for sale owner market. Arch services include call capture, voice broadcast, for sale by owner data, live operator qualification and direct mail fulfillment. Contact Arch at 800-882-9155 or through the web at www.archtelecom.com. |
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| HomesByLender.com offers mortgage professionals exclusive for sale by owner markets set up similar to a franchise. The founder of the HomesByLender.com network is a successful loan originator who has worked with the "for sale by owner" and financed hundreds of properties as a result of consistently working the FSBO system for over six years. The national HomesByLender.com network is being set up for mortgage companies in non-competing markets who can offer the same FSBO system and mortgage financing, under the same banner, on a national level. |
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| InterBay Funding Corp. is a national wholesale lender specializing in financing for small commercial real estate and income producing properties. We focus on offering to mortgage brokers solutions for their clients who are small business owners, investors, self-employed, or entrepreneurs. InterBay programs meet the needs of these clients who often cannot get approval from the rigorous requirements of the banks and other traditional lenders, but don’t warrant the higher rates and fees of the hard money sources. Our stated income/stated asset underwriting, and simple process gives mortgage broker a fast, easy way to enter the small commercial arena. InterBay helps mortgage brokers tap into a largely under-served, very profitable segment of the mortgage industry. InterBay provides free education, field support, marketing assistance, and deal structuring to a network of independent mortgage brokers. |
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| Only 1% of Originators have a WRITTEN Web Marketing Strategy. Do you? A website alone is NOT enough. It's only a small piece of the puzzle. You need a detailed marketing plan if you hope to close a single loan from the Internet. Visit our booth to get 6 FREE months of coaching, training and tools that will help you develop a REAL plan for success. We’re also giving away a FREE DVD co-hosted by Greg Frost entitled: “Internet Marketing Secrets of the Pros”. Stop by our booth today! You can also visit us on the web at www.ProfitBuilderWebStrategy.com. |
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| Real Pro Systems provides online marketing solutions for leading real estate agents and lenders throughout the United States. The company’s offerings include lender and agent websites, lead generation and incubation systems, web marketing services, and agent podcasts. Real Pro Systems has an integrated solution to facilitate the relationships between agents and lenders. Real Pro Systems is headquartered in Eugene, Oregon. For more information please visit www.RealProSystems.com or call 541.688.0015. |
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Star Sponsor |
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| Tandem Training and Consulting offers training, consulting, and support for all versions of ACT!. Since 1994, Tandem Training and Consulting has worked with loan originators and mortgage professionals to implement a personalized ACT! strategy. One of the top 25 ACT! Consulting organizations worldwide, Tandem is well versed in customizing the ACT! experience for small businesses. Their Certified ACT! Trainers will work with you to configure your software to capture vital information about your business relationships as well as assist with database conversion and LOS Synchronization. Tandem has 5 ACT! Certified Consultants committed to helping your company completely understand the way you do business. More than teaching you how to use your software, Tandem customizes ACT! strategies to make you more productive and successful. |
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| Top of Mind Networks — “Creating Customers for Life.” The only company to offer a comprehensive post-close solution, Top of Mind Networks turn-key approach offers mortgage professionals the ability to focus on what is truly important-- Revenue Generating Activities. All mortgage professionals know that maintaining customer relationships, mortgage compliance, and document archiving are critical elements for survival, yet most do not have reliable methods to ensure execution. Top of Mind Networks’ revolutionary “bundled” solution combines these critical post-close functions and simply does the work for you.
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| Kaleidico is a lead management software provider whose flagship product, icoSales, is the most flexible and robust lead management tool in the mortgage industry. Through efficient "pull" methods, brokers and loan officers can let icoSales manage their sales workflow for increased conversion and results! icoSales gives the mortgage industry a method to bring leads in from real time sources, allocate and distribute them automatically, and get reporting on every channel and loan officer in order to ensure that no lead is wasted, every agent is calling, and nothing falls through the cracks. Configurable in literally minutes and scalable to as large as you need, their web based solution will drive your conversion to the next level! |
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| Credit Improvement & Education is the linchpin for mortgage securitization. Credit Resource Corp. is a firm that works with Lenders, Mortgage Professionals and Realtors across the nation to help borrowers with less than perfect credit scores improve their chances for loan approval. CRC's in-depth knowledge of the Scoring System allows us to isolate specific areas for both immediate and ongoing score improvement. The CRC Difference: CRC focuses on 100% of the score--not just credit repair issues that account for just only 35% of the score. CRC’s aggressive 6-Month program offers score improvement, education, credit management skills training and tools for both the professional and their clients--making it the perfect referral program. While immediate improvement can and does happen, permanent credit improvement takes time. CRC's clients will see impressive results in the first 1-2 months, with significant and lasting improvement in 4-6 months. The secret is to start early and hit 100% of the score--that's the CRC Difference! |
