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Strategic Approach with
Competitive Advantages

Leadership

4Proven Sales and Support Leaders with unique and critical experiences
- Scale and mid-size organizations
- Distributed Direct to Consumer and Business to Business sales and fulfillment platforms
- Experience in both Reverse and Traditional 1st mortgage sales and support
- Industry specific expertise in self-source

Training & Education
4Hands-on, in-person orientation and new hire training
4 Industry-leading "Tier II" program (inexperienced Reverse Mortgage Loan
Officer)
4 Dedicated on-boarding team to smooth transition and provide post training
systems support
4Ongoing sales process coaching through Divisional Sales Coaches
4 Business to Business Self Source coaching through industry specific Business
Development Specialists

Business Development
4 Alternative Channel programs with industry specific business partners,
expertise and Loan Officer (LO) execution support
4 Industry leading lead generation capabilities and “Selling AAG” sales process
4 National brand with comprehensive Direct to Consumer and Business to
Business marketing tools and commitment to local LO execution

Sales Support
4 Dedicated Production Support team focused on customer service, file quality
and pipeline surveillance
4 Dedicated fulfillment and credit resources with workflows to support field sales
and purchase
4 Change execution resources to drive efficient regulatory and company initiative
implementation
4 Strong origination platform and contact management technology
- Salesforce and Lendforce