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2
Knowledge. Experience. Commitment.
 iServe Residential Lending offers the financial
strength, experienced personnel, and passionate
commitment in providing mortgage services to
our customers.
 We will assist you in building your business.
 With a management team of industry veterans,
iServe maintains an excellent reputation among
its peers and business partners.
3
Ken Michael
Co-CEO, iServe Residential Lending
 Primary responsibility is driving production and
recruitment while working with Co-CEO on strategic
planning and operations.
 Recruiting, training and management of Regional
Sales Managers and retail Branches.
 Primary liaison with Operations and Sales/Marketing.
 Responsible for training Branches on new products
and policies and procedures.
 Developed training program for all new hires.
Knowledge. Experience. Commitment.
Connect with me!
4
Knowledge. Experience. Commitment.
 Primary responsibility is the acquisition and boarding of
new Branches, Branch Managers, Originators and Sales
Support
 In addition to being a recruitment specialist, Robert is a
leader in building teams, training and the development
of Sales talent.
 Robert is always looking for qualified candidates to join
our organization who are committed to seeing their
business grow!
Robert Sanders
Regional Sales Manager
Connect with me!
5
Knowledge. Experience. Commitment.
Knowledge. Experience. Commitment.
Grow your book of business. Join a team with a purpose.
iServe is prepared to provide a level of support unparalled in the mortgage industry.
Our support begins by facilitating your transition to iServe and continues throughout
your relationship with iServe. Whether you are a complete branch or a single loan
officer, a partnership with iServe will allow you to close loans with speed and ease so
you can focus on generating more business.
The purpose of our corporate support is to free up your time and resources so you can
focus exclusively on originating and closing loans. Our comprehensive corporate support
helps you maximize your earning potential. Close more loans faster!
6
Knowledge. Experience. Commitment.
 iServe Residential Lending, LLC is a privately held
independent mortgage banker founded by seasoned
lending professionals in 2007.
 Our network is licensed in 18 states.
 Recognizing its potential, National Asset Direct, a
well-capitalized Wall Street firm, acquired the company in
2007. With this financial backing, iServe stood strong
during the industry’s challenges.
 iServe is redefining the home loan industry with people,
processes and systems all delivering home loans quickly
and efficiently!
7
Knowledge. Experience. Commitment.
Corporate Office
San Diego, CA
Major Operations Hub
Murfreesboro, TN
West Region Headquarters
San Diego, CA
East Region Headquarters
Stamford, CT
Branch Locations
AZ, CA, CT, NC, NJ, NV,
PA, TN, TX, VA
Our network is licensed in 18 states. With our agile lending platform built for
mortgage professionals, by mortgage professionals, we continue to expand into
key markets throughout the country.
8
Knowledge. Experience. Commitment.
 iServe stands behind every branch and loan officer,
empowering you to maximize your revenues by
providing the speed and operational support
necessary for success. We call it iService. Our
Branches, business partners and borrowers call it fast
and hassle free service. It’s that simple.
 While other organizations may overwhelm you and
your business with excessive sets of rules, policies
and overlays, iServe makes sure that you maintain
your identity, ease of service and client relationships.
 With iServe YOU are the direct lender to your
client. A partnership with iServe is the most valuable
advantage you can give your business. iServe takes
care of your business so that you can take care of
your clients.
9
Knowledge. Experience. Commitment.
 Direct seller/servicer – GNMA Issuer
 Fannie & Freddie Products
 Conventional / Conv. High Balance
 FHA / FHA High Balance
 VA & VA IRRRL
 USDA Rural Development
 Jumbo
 Home Rehabilitation
 Manufactured Homes
10
Knowledge. Experience. Commitment.
Technology
A web-based, fully integrated all in one
LOS system to support loan management
needs such as pricing, pipeline, marketing
and correspondence.
Expertise
With intricate knowledge and years of
experience, our leadership and
management team provides vision and
innovation, keeping iServe at the forefront
of the mortgage industry.
Commitment
Each new team member is ensured the
dedicated support, technology, integrated
marketing CRM, direct access to key
decision makers and competitive
pricing/compensation to thrive.
Support
Our team embraces the
philosophy of immediate
response and enthusiastically
answers questions or addresses
needs.
11
Knowledge. Experience. Commitment.
 In-house government lending specialist
 In-house recruiter to help build your team
 In-house licensing specialist to make your
transition quick and easy
 Best-in-class operations support
 In-house marketing department
 We organize Realtor and consumer seminars
for your branch and provide expert speakers
12
Designed with input from iServe Originators
 Integrated product and pricing engine
 E-disclosures integration.
 Reduces cost per loan while increasing productivity
and improving workflows.
 Provides transparency to all loan functions.
 Allows seamless workflow process between all
company departments.
 Paperless, Web Based and Smart Phone accessible
Knowledge. Experience. Commitment.
13
Knowledge. Experience. Commitment.
Operations Support
 Licensing specialist to make your transition fast and worry-free.
 Legal and compliance support for disclosures, RESPA, and MDIA
needs.
 Experienced Ops team well versed in all of our markets.
 eDisclosures available for conventional FHA and VA loans.
 Approachable staff and management team.
Sales Support
 Direct Lender with a wide range of investors & diverse product
pack.
 Personal Mortgage Coach and National Sales Trainer.
 Top-notch Mortgage Sales Training.
 Accessible Government Lending Expert for VA/FHA questions.
 National Recruiter to help build your team.
 Scenario and Pricing Desk Support.
 Underwriting Hotline for quick product support.
 Innovative all in one web based LOS for maximum efficiency.
14
Knowledge. Experience. Commitment.
 Industry-leading CRM platform with Unify
 Free to LO’s and Branches!
 Fully integrated with LOS
 Email blasts and drip campaigns
 Over 800 pieces of collateral for past customers,
current customers, Realtor and referral partners
 Informative newsletters sent out throughout
year
 Automatic touches for loan milestones,
birthdays and holidays
 Branded with your headshot, signature, contact
info!
15
Knowledge. Experience. Commitment.
iServe Marketing Platforms
 Product & Service Flyers
 Open House & Listing Flyers
 LO & Branch Websites
 Direct Mailers
 Social Media Assistance
 iServe Mobile App
 Co-branded opportunities
16
Knowledge. Experience. Commitment.
 Top Sales training to develop and fine-tune
your Sales skills, prospecting efforts, and
building relationships with Realtors.
 Compliance support for disclosures, RESPA &
MDIA needs.
 On-site & web based training tailored to the
needs of you and your team.
 Daily updates on current market conditions.
 Guidance from Regional Sales Managers to
generate more leads and drive sales.
17
Knowledge. Experience. Commitment.
 We understand the demands and pressures of
a Realtor driven purchase market.
 We know the importance of closing on time.
 Easy access to underwriting and decision
makers to answer questions on guidelines
and loan products
 While other lenders say “NO,” iServe looks for
ways to say “YES!”
18
Knowledge. Experience. Commitment.
 Medical, Dental & Vision insurance coverage
plans for employees and their families.
 Company-paid life insurance.
 401(k) savings.
 Holidays and sick time.
 Employee Assistance Plan.
 Employee discounts with select retailers/vendors.
19
Knowledge. Experience. Commitment.
 Proprietary REO sourcing for your Realtors
drives more loans to you.
 Branch Managers: non-producing or producing
opportunities
 Support for all accounting, human resources,
payroll, licensing and operational needs.
 We’re not your competition – we are committed
to retail branching so you can capture more
market share. Branching is our business!
20
Knowledge. Experience. Commitment.
 Are you ready for a change?
 Confidential inquiry
 We will answer questions you have
about iServe.
 We would enjoy the opportunity to
help you take your career to the
next level.
 Always available at your
convenience.
21
Knowledge. Experience. Commitment.
Robert Sanders
Regional Sales Manager
15015 Avenue of Science Suite 250
San Diego, CA 92128
Phone: 661.319.6047
Email: rsanders@iservelending.com
Apply @ www.joiniserve.com
Connect with me!

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iServe Residential Recruiting Power Point

  • 2. 2 Knowledge. Experience. Commitment.  iServe Residential Lending offers the financial strength, experienced personnel, and passionate commitment in providing mortgage services to our customers.  We will assist you in building your business.  With a management team of industry veterans, iServe maintains an excellent reputation among its peers and business partners.
  • 3. 3 Ken Michael Co-CEO, iServe Residential Lending  Primary responsibility is driving production and recruitment while working with Co-CEO on strategic planning and operations.  Recruiting, training and management of Regional Sales Managers and retail Branches.  Primary liaison with Operations and Sales/Marketing.  Responsible for training Branches on new products and policies and procedures.  Developed training program for all new hires. Knowledge. Experience. Commitment. Connect with me!
  • 4. 4 Knowledge. Experience. Commitment.  Primary responsibility is the acquisition and boarding of new Branches, Branch Managers, Originators and Sales Support  In addition to being a recruitment specialist, Robert is a leader in building teams, training and the development of Sales talent.  Robert is always looking for qualified candidates to join our organization who are committed to seeing their business grow! Robert Sanders Regional Sales Manager Connect with me!
  • 5. 5 Knowledge. Experience. Commitment. Knowledge. Experience. Commitment. Grow your book of business. Join a team with a purpose. iServe is prepared to provide a level of support unparalled in the mortgage industry. Our support begins by facilitating your transition to iServe and continues throughout your relationship with iServe. Whether you are a complete branch or a single loan officer, a partnership with iServe will allow you to close loans with speed and ease so you can focus on generating more business. The purpose of our corporate support is to free up your time and resources so you can focus exclusively on originating and closing loans. Our comprehensive corporate support helps you maximize your earning potential. Close more loans faster!
  • 6. 6 Knowledge. Experience. Commitment.  iServe Residential Lending, LLC is a privately held independent mortgage banker founded by seasoned lending professionals in 2007.  Our network is licensed in 18 states.  Recognizing its potential, National Asset Direct, a well-capitalized Wall Street firm, acquired the company in 2007. With this financial backing, iServe stood strong during the industry’s challenges.  iServe is redefining the home loan industry with people, processes and systems all delivering home loans quickly and efficiently!
  • 7. 7 Knowledge. Experience. Commitment. Corporate Office San Diego, CA Major Operations Hub Murfreesboro, TN West Region Headquarters San Diego, CA East Region Headquarters Stamford, CT Branch Locations AZ, CA, CT, NC, NJ, NV, PA, TN, TX, VA Our network is licensed in 18 states. With our agile lending platform built for mortgage professionals, by mortgage professionals, we continue to expand into key markets throughout the country.
  • 8. 8 Knowledge. Experience. Commitment.  iServe stands behind every branch and loan officer, empowering you to maximize your revenues by providing the speed and operational support necessary for success. We call it iService. Our Branches, business partners and borrowers call it fast and hassle free service. It’s that simple.  While other organizations may overwhelm you and your business with excessive sets of rules, policies and overlays, iServe makes sure that you maintain your identity, ease of service and client relationships.  With iServe YOU are the direct lender to your client. A partnership with iServe is the most valuable advantage you can give your business. iServe takes care of your business so that you can take care of your clients.
  • 9. 9 Knowledge. Experience. Commitment.  Direct seller/servicer – GNMA Issuer  Fannie & Freddie Products  Conventional / Conv. High Balance  FHA / FHA High Balance  VA & VA IRRRL  USDA Rural Development  Jumbo  Home Rehabilitation  Manufactured Homes
  • 10. 10 Knowledge. Experience. Commitment. Technology A web-based, fully integrated all in one LOS system to support loan management needs such as pricing, pipeline, marketing and correspondence. Expertise With intricate knowledge and years of experience, our leadership and management team provides vision and innovation, keeping iServe at the forefront of the mortgage industry. Commitment Each new team member is ensured the dedicated support, technology, integrated marketing CRM, direct access to key decision makers and competitive pricing/compensation to thrive. Support Our team embraces the philosophy of immediate response and enthusiastically answers questions or addresses needs.
  • 11. 11 Knowledge. Experience. Commitment.  In-house government lending specialist  In-house recruiter to help build your team  In-house licensing specialist to make your transition quick and easy  Best-in-class operations support  In-house marketing department  We organize Realtor and consumer seminars for your branch and provide expert speakers
  • 12. 12 Designed with input from iServe Originators  Integrated product and pricing engine  E-disclosures integration.  Reduces cost per loan while increasing productivity and improving workflows.  Provides transparency to all loan functions.  Allows seamless workflow process between all company departments.  Paperless, Web Based and Smart Phone accessible Knowledge. Experience. Commitment.
  • 13. 13 Knowledge. Experience. Commitment. Operations Support  Licensing specialist to make your transition fast and worry-free.  Legal and compliance support for disclosures, RESPA, and MDIA needs.  Experienced Ops team well versed in all of our markets.  eDisclosures available for conventional FHA and VA loans.  Approachable staff and management team. Sales Support  Direct Lender with a wide range of investors & diverse product pack.  Personal Mortgage Coach and National Sales Trainer.  Top-notch Mortgage Sales Training.  Accessible Government Lending Expert for VA/FHA questions.  National Recruiter to help build your team.  Scenario and Pricing Desk Support.  Underwriting Hotline for quick product support.  Innovative all in one web based LOS for maximum efficiency.
  • 14. 14 Knowledge. Experience. Commitment.  Industry-leading CRM platform with Unify  Free to LO’s and Branches!  Fully integrated with LOS  Email blasts and drip campaigns  Over 800 pieces of collateral for past customers, current customers, Realtor and referral partners  Informative newsletters sent out throughout year  Automatic touches for loan milestones, birthdays and holidays  Branded with your headshot, signature, contact info!
  • 15. 15 Knowledge. Experience. Commitment. iServe Marketing Platforms  Product & Service Flyers  Open House & Listing Flyers  LO & Branch Websites  Direct Mailers  Social Media Assistance  iServe Mobile App  Co-branded opportunities
  • 16. 16 Knowledge. Experience. Commitment.  Top Sales training to develop and fine-tune your Sales skills, prospecting efforts, and building relationships with Realtors.  Compliance support for disclosures, RESPA & MDIA needs.  On-site & web based training tailored to the needs of you and your team.  Daily updates on current market conditions.  Guidance from Regional Sales Managers to generate more leads and drive sales.
  • 17. 17 Knowledge. Experience. Commitment.  We understand the demands and pressures of a Realtor driven purchase market.  We know the importance of closing on time.  Easy access to underwriting and decision makers to answer questions on guidelines and loan products  While other lenders say “NO,” iServe looks for ways to say “YES!”
  • 18. 18 Knowledge. Experience. Commitment.  Medical, Dental & Vision insurance coverage plans for employees and their families.  Company-paid life insurance.  401(k) savings.  Holidays and sick time.  Employee Assistance Plan.  Employee discounts with select retailers/vendors.
  • 19. 19 Knowledge. Experience. Commitment.  Proprietary REO sourcing for your Realtors drives more loans to you.  Branch Managers: non-producing or producing opportunities  Support for all accounting, human resources, payroll, licensing and operational needs.  We’re not your competition – we are committed to retail branching so you can capture more market share. Branching is our business!
  • 20. 20 Knowledge. Experience. Commitment.  Are you ready for a change?  Confidential inquiry  We will answer questions you have about iServe.  We would enjoy the opportunity to help you take your career to the next level.  Always available at your convenience.
  • 21. 21 Knowledge. Experience. Commitment. Robert Sanders Regional Sales Manager 15015 Avenue of Science Suite 250 San Diego, CA 92128 Phone: 661.319.6047 Email: rsanders@iservelending.com Apply @ www.joiniserve.com Connect with me!