FAM Highlights 2016 7

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OUR CORE

VALUES

ELEVATE

YOUR

CAREER

Join FAM Wholesale


OUR CORE VALUES

Our search for excellence is based upon a set of values and principles that remain

constant over time. These values and principles guide us in all the decisions we make

as an organization. We capitalize on our strengths by embracing the following values:

TEAMWORK

> We can always achieve more by working

together

FAMILY

> We maintain a culture of empowerment and

accountability that promotes a spirit of family

EXCELLENCE

> We strive for excellence by pursuing

continual improvement in every aspect of our

business

POSITIVITY

> We consistently maintain a positive attitude

in everything we do


OUR PURPOSE

A Company’s manifesto should be built on its CORE PURPOSE and the organization’s

fundamental reason for being. An effective purpose reflects the importance people attach

to the company’s work-it taps their emotional motivations and gets at the deeper reason

for the organization’s existence past making money.

The ordinary level of stress for account executives working to impress and care for clients

is very high. It is due to this, that we choose to be extra-ordinary. To be the ones who will

carry the torch of a better way for account executives throughout our country to assist

their clients and referral partners. We dedicate ourselves everyday through new tools and

a good old fashioned personal touch that allow our account executives to feel better

supported and cared for. We are about CONSTANT PROGRESS. CONSTANT SUPPORT.

Our purpose is clear. To remove the unnecessarily cumbersome and complicated aspects

of the mortgage loan process and allow our account executives to focus on better serving

their clients in serving their borrowers and building stronger relationships with their

referral partners.


STABILITY & CAPTIAL

Working at Finance of America Mortgage is unique from working at other

lenders because of the size and stability of our partners. We are part of the

Blackstone Group, a portfolio of companies employing more than 600,000

people across the globe. By joining our team, you will be working with

some of the most experienced and successful mortgage professionals in the

world. All here to support you and the growth of your business.

ENJOY THE STABILITY OF A WELL-CAPITALIZED COMPANY

Regional operations centers for local underwriting local decision-making,

and scale throughout the region.

NIMBLE AND DYNAMIC

We have an aggressive and competitive product suite as an agency

seller/servicer and a dedicated product development team consistently

looking into new product opportunities.

OUR PEOPLE

Our people come first and are the foundation of the company’s success.


COMPANY STRUCTURE

Here’s how each individual Finance of America entity forms the

‘big picture’.


WHERE WE LEND

Our corporate office is headquartered in Roseville, California, with operations

centers located in Concord, San Jose, and Chino Hills, California, Phoenix,

Arizona, District of Columbia and Parsippany, New Jersey.

LICENSED IN

50

EMPLOYING

3,000+

PROFESSIONALS

We currently lend in all fifty states, employing 3,000+

professionals.


WHOLESALE OPERATIONAL

CENTERS

West Coast HQ

>> Roseville, CA

3010 Lava Ridge Ct.

Suite 220

Roseville, CA 95661

Phone: 916.865.2000

www.financeofamerica.com

National Wholesale HQ

>> Concord, CA

1390 Willow Pass Rd.

Suite 560

Concord, CA 94520

Phone: 925.808.7208

www.FAMWholesale.com

>> San Jose, CA

2860 Zanker Rd.

Suite 105

San Jose, CA 95134

Phone: 408.625.5500

www.FAMWholesale.com

>> Chino Hills, CA

15325 Fairfield Ranch Rd.

Suite 200

Chino Hills, CA 91709

Phone: 909.354.8700

www.FAMWholesale.com

>> Parsippany, NJ

1280 Route 46 West

Parsippany, NJ 07054

Phone: 973.794.6579

www.FAMWholesale.com

>> Phoenix, AZ

16427 N. Scottsdale Rd.

Suite 210

Phoenix, AZ 85245

Phone: 480.248.2901

www.FAMWholesale.com


MANAGEMENT TEAM

Robert Boliard

President

Robert was principal of Boliard, Takasugi & McBride,

LLP (“BTM”), an accounting firm specializing in the

mortgage banking industry. BTM performed financial

counseling and audits, loan servicing, and

compliance audits.

Shelley Thurlow

National Wholesale Manager

Shelley believes FAM brings together the right

ingredients for success “FAM is a company where

everyone is treated with respect, feels involved and

valued, and sees continuous improvement as part of

their job. I know with the quality and experience of our

team, we can bring assistance to those in need during

these tumultuous times."

Dave Striplin

SVP Loan Production

Dave has over 24 years experience in the mortgage

industry primarily to develop nationwide production

platforms for prime lending. His previous experience

includes National Production Manager for Mortgage

Investors Group and prior to that, Dave ran the

Western Division production at Loancity and Fleet

Mortgage.

Terri Buckman

National Wholesale Sales Manager

Terri has spent the last 19 years at mentoring and

developing wholesale account executives and loan

originators. Teaching and coaching are a passion.

FAM is the right environment to nurture new talent

and to assist senior talent in staying on the cutting

edge of marketing and business development trends

for the mortgage broker and their loan originators.”

His responsibilities at FAM include the day to day

operations and overall strategies for loan production

in FAM’s 3 channels of originations, Retail, RSB and

Wholesale production.


COMPETITIVE ANALYSIS


AE MARKETING TOOLKIT

AE maintains own customer

database in account.

• Customizable AE Webpage

• You control content

• Your own GotoMeeting

Account Accommodating 25

attendees

• Customizable Email

Marketing

• You control content


AE CUSTOM EMAIL ACCOUNTS

AE Custom accounts will house all

>> regionally created templates.

>> AE can create own emails.

>> Emails go out from AEs own email

>> address.

>> AE has access to all analytics.

>> AE can customize photos and

>> signature block.

>> AE schedules own marketing pieces.


AE CUSTOM EMAIL ACCOUNTS

AE Custom accounts will house all

>> regionally created templates.

>> AE can create own emails.

>> Emails go out from AEs own email

>> address.

>> AE has access to all analytics.

>> AE can customize photos and

>> signature block.

>> AE schedules own marketing pieces.


AE CUSTOM EMAIL ACCOUNTS

AE Custom accounts will house all

>> regionally created templates.

>> AE can create own emails.

>> Emails go out from AEs own email

>> address.

>> AE has access to all analytics.

>> AE can customize photos and

>> signature block.

>> AE schedules own marketing pieces.


AE CUSTOM EMAIL ACCOUNTS

AE Custom accounts will house all

>> regionally created templates.

>> AE can create own emails.

>> Emails go out from AEs own email

>> address.

>> AE has access to all analytics.

>> AE can customize photos and

>> signature block.

>> AE schedules own marketing pieces.


MARKETING MATERIALS

Finance of America’s marketing department provides you an array of marketing

materials including flyers, email templates, promotional items, and much more!

Account Executives have access to marketing content as well as templates where

contact information and personal photos can be added.


BROKER RESOURCE TOOLS


AE COMPENSATION

& EQUIPMENT

ALL OUR AEs WILL RECEIVE:

>> Competitive Compensation

>> Generous Expense Allotment

>> Company Owned Laptop & Cell Phone


AE ACCLIMATION TRAINING

HELD AT THE FAM WHOLESALE HQ IN CONCORD CALIFORNIA.

>> Tour HQ Operations Center

>> Meet all Department Managers

>> Training on all FAM Systems Provided

>> Product Training

>> Policy Training

>> Sales & Marketing Training

>> Spending Time with your Underwriters, Funders, and Customer

>> Service Representatives.


PRODUCT TRAININGS


FHA DIRECT &

FOA.MYBRIGHTSITE.COM

Choose from a variety of

materials from our online ordering

store to achieve these goals of

consistent database marketing

and wholesale broker

partnerships.

Wholesale Fliers for the

Account Executive:

FAH-Direct makes it easy!


FAM PROMO SPECIALS

CHOOSE

from a variety of promotional items to order

with the FAM logo and contact information

on FOA.MyBrightSite.com


REGOGNIZING ACHEIVEMENTS

FAM likes to take the time

every month to recognize our

top performers through our

“Top Brokers Club” awards.

FAM ships each broker a gift

thanking them for the

number of loans they funded

for each month


SALES RALLYS

FAM holds and annual sales rally to keep our team informed on updates

in the mortgage world and to get them excited about new products.


PRESIDENT’S CLUB


BENEFITS TO OUR EMPLOYEES

FINANCE OF AMERICA MORTGAGE

BENEFITS:

• Medical

• Dental

• Vision

• 401K Matching

• Voluntary life and AD&D insurance

• Aflac

• Ask for more details

WORK DIRECTLY

We work directly with each

employee – on a personal level – to

maintain confidentiality along with

employee benefit efficiency and

effectiveness.

WE OFFER:

Employee communication

Online Enrollment

Direct Access to Providers

Health Care Hotline


BENEFITS TO OUR EMPLOYEES

FINANCE OF AMERICA PERKS

Finance of America cares about you and your family’s financial wellness!

That’s why we are offering Finance of America Perks, a free savings

program that provides substantial discounts to employees and their

families on a wide variety of goods and services. Users can also earn and

redeem WOWPoints when shopping through the Perks site.

DISCOUNTS ON:

>> Computers

>> Eating In or Out

>> Personal Vacations

>> Electronics

>> Cell Phones

>> Movie Tickets

>> Cars

>> Shopping

>> And More!


FAMWholesale.com

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