Test 1

What’s Next?
Schedule a one-on-one briefing with a member of the
Summit Recruiting Team or arrange a firsthand visit of the
Summit Operational Center.
Contact Us
A
2241 Harvard Street, Suite 200
Sacramento, CA 95815
P
(916) 571-3000
Sell Smarter
Earn More
Be Happier
E
marketing@summitfunding.net
W
www.summitfunding.net
THE HOME LOAN EXPERTS
www.summitfunding.net
Summit Funding, Inc. NMLS ID# 3199 | AZ Lic# 0925837 | GA Lic# 39456 | www.nmlsconsumeraccess.com | An Approved Equal Housing Lender

Summit’s Mission
Changing
People’s
Deliver Excellent Service
Do the Right Thing
Show People We Care
These core values are the foundation of
our commitment to provide the best
home lending experience.
Lives
The Home Loan Experts
Summit’s Team Culture Delivers Results!
50%
20%
50% of our
Loan Officers
make over
$200,000 a year.
20% of our
Loan Officers
make over
$350,000 a year.
Summit
Originators
average 6
loans closed
per month.

Coaching
Lending Ops
Summit Funding offers team members the opportunity to be coached by top
producing Loan Officers within our company. This exclusive program mirrors
The CORE Training that has developed a 94% success rate with their mortgage
coaching. Summit coaching supports team members with selling techniques
and developing a sustainable business. Since the inception of this program,
Summit Loan Officers on average have doubled their income their first year.
Summit has the right processes to help you succeed. This way you can keep more of
your focus on selling and less on your pipeline.
UNDERWRITING
Summit approves 98% of all loans submitted
with simple streamlined approach.
WET FUNDING
Summit allows our clients to sign and fund before
the ink dries.
DIRECT SELLER SERVICER
One of a few selected lenders that are true Ginnie,
Fannie and Freddie direct seller.
DEAL DESK
The go-to experts for guideline interpretation and
structuring files.
RELATIONSHIP MANAGERS
They assist with branch relations by expediting
files and solving problems.
LOAN PROGRAMS
Summit has more loan and down payment programs
with flexible guidelines.
Most Summit Loan Officers make twice as
much at the end of the first year.
COACHING HELPS YOU FOCUS AND ACHIEVE RESULTS WITH:
Team Building
& Management
Lead Generation
and Conversion
Developing
Channel Accounts
Income &
Wealth Growth
Summit Headquarters

Teams
Business Development
Teams allow you to sell 60% of the time!
Summit understands the struggles that may be associated with building teams, so we
provide monetary support to Loan Officers in order to help. Developing a team is the best
way to grow your pipeline, establish a sustainable business and provide an outstanding
customer lending experience.
Loan Partner I
Scheduling
Managing Leads
YOU
With a team to back
you up, there is more
time for selling and
building relationships.
Loan Partner II
Pre-Qualify
Take Applications
Put Together Files
Dedicated Business Development resources provide industry
leading lead generation and relationship building tools.
Automated marketing so
you can take your business
anywhere.
Innovative lead generating
tools to make sure your
clients get taken care of as
soon as possible.
Access to in process files
where ever you are, so you
are kept up-to-date at all times.
Access to hundreds of
premade, high impact
marketing content.
Technology integrated
with The CORE Training.
Smart lists that generate
business opportunities
from your databases.
Sales Coordinator
Plan Events
Generate Leads
Call Database
Loan Manager
Put Together Files
Present to Underwriter
“Innovation distinguishers between a leader and a follower.”
- Steve Jobs

Training
Builders & MSA
Summit is committed to helping our Loan Officers succeed. That’s why we
offer Boot Camps and Online Trainings to educate and keep LOs up to date
in an ever-changing industry. These programs allow for shared learning
experiences with peers to further your knowledge and growth in the business
world and beyond.
BOOT CAMP
ONLINE TRAINING
Summit offers specialized training to equip
Loan Officers with the tools to handle high
volume builder business. The Builder Group
management team provides support to help
generate and acquire builder accounts.
Summit holds the only builder certification
program in the nation.
Boot Camps are offered the first week of every
month and include the following:
• Covers a day in the life of a Loan Officer
• How to effectively work the Summit System
• The fastest way to close loans
• How to use Summit products
These trainings are continually updated with new
content and include the following:
• Working with the 1003
• How to calculate income and assets
• Reviewing a residential sales contract
• Working with government loans
• Product training covering new and niche programs
At your disposal:
• Custom reporting to target builders
• Databases of builders from coast to coast
• Builder specific one-on-one coaching
• Builder marketing collateral
• Builder focused programs
• Account protection and automated reporting
• Senior Management team
In addition, we have a dedicated on-boarding team to help make your
transition to Summit effortless.
Experts
Working
With
Experts
With a team of MSA experts in your corner,
your referral partners and clients are sure to
be pleased with their experience. When you
enter an MSA, Summit will provide you with
a catalog of products and services at your
disposal – we like to call it, MSA in a Box!
MSA in a Box:
• Design and review of joint marketing
and media efforts
• Signage and marketing at sales offices
and listings
• Email and direct mail campaigns
Amplify your potential
• Ads and links on website
• Customized marketing materials

Marketing
Summit provides marketing support to help you grow your business. We understand how
busy a Loan Officer can be in their day to day, so we create processes and products to
make it easier to market. Here are a few things that the marketing department does for
our Loan Officers and teams:
What our
Loan Officers
have to say
about working
at Summit:
Leaders Club
Summit believes in rewarding Loan Officers that work
smarter. Top producers are invited to an all-inclusive
vacation with a plus-one to a tropical destination.
Destinations have included luxury resorts in…
MULTI-CHANNEL
CAMPAIGNS
NETWORKING
EVENTS
PERSONAL
MOBILE APP
“It’s all about being
better… Last year’s
goal was $20 Million,
this year is $40 Million,
next year will be $60
Million. It’s about
improving and always
wanting to get better.”
CABO SAN LUCAS
CUSTOM DESIGNS
PERSONAL
WEBSITES
PUERTO RICO
SOCIAL MEDIA
CRM & EMAIL MARKETING
BLOGS
“The most exciting
times are when we get
to help families who
didn’t think that
buying a home was a
possibility for them.”
CANCÚN
FAST START
MARKETING KIT
PROMOTIONAL
ITEMS
Dedicated marketing experts to help you and your team leverage high impact
marketing materials to build your business and referral partnerships.
“How Summit has
shaped me in the last
5 years... Most of all,
encourage me to do
what I do best.”