Page 11 - HYBRID Value Prop Booklet

The AAG Approach

Diversified Product Suite for Trusted Advisor Program (TAP)
Mortgage Planning Professional 4 Allows strategic alliance between
4 Traditional Mortgage - banks, credit unions, and broker shops
Conventional, FHA, and Jumbo to be paid a fee for services rendered
Fixed and ARM products for - Customizable, branded marketing
Purchase, and Refinance. materials
4 Reverse Mortgage - HECM Fixed or
ARM for Purchase and Refinance
and Jumbo products Builder & Realtor Program
4 AAG Residential Services for 4 Our dedicated experts will work
customer to sell or buy property alongside and independently to
identify and execute on opportunities
in each region. The end goal is to
Business Development continually grow our resources and
as a result increase production for the
Self Sourcing Platform Loan Officer.
4 Providing the Field Sales Loan - Dedicated experts to assist in field
Officer with tools to consistently sales training
grow their business in the local
community. One of the main ways - National and local relationships to
we do this is through our recently drive business to the field
deployed Alternative Channel - Partnership with a national research
Programs. data firm provides insight on the
residential construction real estate
and housing market
Financial Advisor Program - Our experts work hand in hand with
loan officers to deliver education
4 Working in tandem with the Loan to builders and realtors to enhance
Officer, education and training production
is at the forefront. The goal is
to enhance the knowledge and
reach of each participant and take 4 Exclusive Purchase Process
production to a higher level. - Purchase Coordinator works to make
- Comprehensive training through sure your purchase transaction goes
in-house experts smoothly and closes on time
- Build and strengthen business
partner relationships
- Local educational seminars for
your business partners
- Webinars: RM 101, The Boomer
Effect
- Appointment setting program
with dedicated customer service