Mason-McDuffie Mortgage Corporation

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1 Mason-McDuffie Mortgage Corporation Since 1887, the name Mason-McDuffie has been respected in the real estate industry. Mason-McDuffie was born in Northern California out of the visionary minds of Joseph Mason and Duncan McDuffie. Their legacy has been carried on to today. Having gone through various changes over the years, Mason-McDuffie Mortgage is as solid now as it ever has been. The company is independently owned and passionately operated by an experienced, honest and respected executive team, which supports their loan officers to get loans closed quickly and without hassle for our loan officers and their clients. Our strong balance sheet and stable history ensure that we will be here for the long haul so you can build your career on our team.

2 Marketing Loan Officers Marketing is at the heart of our business, whether it is face-to-face meetings or finance flyers. Mason-McDuffie Mortgage welcomes new loan officers to the company and has the experience to make the transition smooth. Our Loan Officer Transition Package gets you up and running quickly, so there s no down time in your business. Easy conversion of your past client database Personal announcement letters and s to past clients Press release to local business periodicals Business cards Personal web page Instant access to and a personal address Your personal information pre-loaded into our online flyer program Company brochure for clients Customized mortgage program collateral Customized real estate agent and builder marketing materials Personal brochure template Customizable direct mail templates marketing campaign templates Signage and banners Once you have joined the team, we make it easy for you to market to your clients and referral sources.

3 Online Mortgage Marketing Flyer Program Loan Officers The Mason-McDuffie online marketing flyer program saves you time, money and hassle with an easy-to-use interface that lets you market to both consumers and referral partners. Featuring a library of hundreds of different flyers, You simply point and click on the flyer you want and the flyer is automatically customized with your details, including photo and contact information. You can print the flyer or send it in a formatted . Our Competitive Advantage: Stand Out Hundreds of variations of the industry s most compelling mortgage marketing flyers Provide Value Co-Brand with unlimited real estate agents and builders Save Time Modify rate flyers in seconds and PDF All flyers are available as print quality PDF or pre-formatted messages Stay Current Flyer library is updated monthly Rest Assured All flyers pre-screened for compliance Our flyers will serve your business if your mortgage marketing strategies include: FHA marketing VA mortgage advertising Refinance loan flyers Rent versus own advertising Co-branded real estate agent Builder marketing flyers Jumbo financing flyers First-time home buyer flyers Buyer qualification analysis Or, you simply want to provide personalized open house flyer software to referral partners as a value added service

4 Technology Loan Officers A key component of providing quality customer service in today s marketplace is the ability to combine technology with an experienced professional staff to create a fast and efficient loan process. At Mason-McDuffie Mortgage, we employ the latest in mortgage and communication technology to ensure each loan officer and their customers experience is the best possible. With the complexity of the typical real estate transaction and the number of people involved, it s imperative that fast, accurate information is communicated throughout the loan process. We provide our loan officers with: Mortgage Planner CRM Laptop We equip our loan officers with laptops, making it easy to access their clients information from anywhere Robust system Personal website Each loan officer is given a personal website Client-Only website Clients can log on to a secure page where they can fill out an application Company Website Clients can: Use calculators to estimate loan payments and closing costs Check current rates Find more detailed information about the lending process

5 Competitive Advantages Loan Officers Products, Pricing and Service Our unbeatable combination of products, pricing and service ensure that your clients will be happy they choose (or selected) you as their mortgage advisor. We close loans fast The greatest advantage we provide to our loan officers is our ability to close transactions in 30 days or less and still offer a wide range of loan choices to fit the needs of borrowers. Full service loan officer support We provide you with a well-staffed, professional back office and the right tools so you can concentrate on your business while operations supports your file. Successful history We have a history of successfully supporting loan officers and ensuring that the best interests of the loan officer and his/her clients is always top of mind. Compensation and benefits program Our compensation and benefits program ensure that our staff will remain with us and that you will be well compensated for your productivity. President s Club Loan Officers Mason-McDuffie Mortgage believes in rewarding those who excel. While numerous other lending institutions no longer offer incentives, we continue to acknowledge our achievers in tangible ways. Each year we hold an annual awards event and invite key producers and managers so we can honor our top performers. It is at this event that we honor and acknowledge our key producers. President s Club Advantages: Key role in our Summit Council A direct line to our senior management Special marketing with the President s Club seal Participation in the annual awards dinner with the president Awards and recognition from the company that are publicized to the community. MASON-McDUFFIE PRESIDENT S CLUB MORTGAGE 5

6 Benefits Loan Officers Medical Blue Cross PPO/HMO & health savings accounts Kaiser Permanente HMO & health savings account Dental Assurant PPO Vision VSP Vision Care Life Insurance Assurant offers a $25,000 term life employer-paid plus the option to buy additional coverage as well as policies for spouse and dependents Other benefits 401K with online access Financial planning and advice from IFS Planning Semi-monthly paperless payroll Flexible spending account for dependent care and unreimbursed medical/dental costs 5

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