Page 12 - AAG076_NFS Recruiting Value Proposition Booklet

BUSINESS DEVELOPMENT TEAM (CONT)
Top Opportunities:

Financial Professional Program Real Estate Professional & Builder Program
Working in tandem with the loan officers, Reverse for Purchase, introduced in 2009, currently
education, and training is at the forefront. The goal accounts for less than 7% of the total HECM volume
is to enhance the knowledge and reach of each in the industry. With 3 in 10 home buyers today
participant and take production to a higher level. over the age of 62, this represents a material growth
opportunity for originators, real estate professionals,
n Comprehensive training through in-house and builders with 55+ Active Adult Communities.
experts
AAG is currently a top-five purchase lender and is
n Build and strengthen business partner growing with considerable investment in recent
relationships years to help originators capitalize on these trends:

n Local educational seminars for your business n Dedicated reverse and first mortgage purchase
partners processing and pipeline surveillance to ensure we
close on time
n CE Credits available for CFPs around integrating

home equity into a retirement plan n Purchase Coordinator works to make sure your
purchase transaction goes smoothly and closes
n Customized client scenarios
on time
n Full suite of purchase products: Reverse for
Strategic Alliances Purchase, Conventional, FHA, VA, Home Ready,
High Balance, Jumbo up to $3 million
Partner with companies and other entities to
educate employees and customers about the n Pre-qualification available to allow your clients to
strategic uses of home equity. shop for a home with confidence

n Tailored plan to match combined goals n Purchase specific marketing resources and
partner newsletter
n Exclusive educational seminars
n Partner education to set you up for success
n Personalized and co-branded marketing solutions
selling to real estate professionals and builders on
n Lead Partner Programs how you can help them grow their business

n Trusted Advisor Program (TAP) n Targeted training to help you master the process
end-to-end

n AAG Residential Services can partner with you
Trusted Advisor Program (TAP)
and your client to sell an existing home and buy
Allows strategic alliance between banks, credit their next home with HECM for Purchase
unions, and licensed entities to be paid a fee for
services rendered. Partners can serve more of their
current clients and drive incremental revenue with
minimal investment.

n Company-tailored training

n Customized and branded marketing collateral