Page 11 - AAG076_NFS Value Prop Recruting Booklet

The AAG Approach

Business Development Trusted Advisor Program (TAP)
Self Sourcing Platform 3 Allows strategic alliance between
3 Providing the Field Sales Loan banks, credit unions, and broker shops
Officers with tools to consistently to be paid a fee for services rendered
grow their business in the local - Customizable, branded marketing
community. One of the main materials
ways we do this is through our
Alternative Channel Programs.
Builder & Realtor Program

Financial Advisor Program 3 Our dedicated experts will work
alongside and independently to
3 Working in tandem with the loan identify and execute on opportunities
officers, education and training in each region. The end goal is to
is at the forefront. The goal is continually grow our resources and
to enhance the knowledge and as a result increase production for the
reach of each participant and take loan officers.
production to a higher level. - Dedicated experts to assist in field
- Comprehensive training through sales training
in-house experts - National and local relationships to
- Build and strengthen business drive business to the field
partner relationships - Partnership with a national research
- Local educational seminars for data firm provides insight on the
your business partners residential construction real estate
- Webinar: Integrating Home Equity and housing market
into a Retirement Plan - Our experts work hand in hand with
- Appointment setting program loan officers to deliver education
with dedicated customer service to builders and realtors to enhance
production

Affinity Program 3 Exclusive Purchase Process
3 Partner with various companies - Purchase Coordinator works to make
and senior care providers to sure your purchase transaction goes
educate both employees and smoothly and closes on time
customers
3 Deliver home equity solutions
through reverse and traditional
mortgage products

The Alternative Channel is a specialized sales and development team that uses
an educational approach to enhancing relationships for mutual business growth.
Originators can tap into a highly experienced team of professionals that have served
many years in their respective industries of which they now mentor.
Ron Fechter
AAG National Director Strategic Development