Branch - Mortgage Recruiting Digital Brochure

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MORTGAGE

straightforward That’s how we communicate at Evolve.

Contact me today. Torrey Weiss

Mortgage Division Recruiter, Business Development Manager Corporate NMLS# 509256

getevolved.com

torrey.weiss@getevolved.com direct 732.788.8222 fax 877.783.5611 6070 Poplar Avenue Suite 200 Memphis, TN 38119 getevolved.com

Get ready to work. Get evolved.


Don’t work for a traditional mortgage company – work for a bank. since 1934 Be backed by a bank

Evolve has a rich history grounded in putting the best interest of people and community first. We started in 1925 as a small bank helping develop a rural town in Arkansas. Since then, we’ve evolved as a full-service bank and a member of the FDIC, providing financial security in all we do. Our relationships run deep– we’ve been in business for nearly a century and counting. Our banking knowledge runs wide– we generate revenue by serving our customers in multiple areas of lending. We are not a big box bank, but we are a power player in banking. Our mortgage division is only one piece of the pie. How do we achieve this? We understand the twists and turns in the financial industry, and, most importantly, we know customer needs change constantly. Our services include: •

Trust & Fiduciary

Physicians Capital

Equipment Finance

Small Business Lending (SBA)

Payment Processing

Our name speaks for itself

Our mission is to provide exceptional financial service and achieve continued growth. We achieve our mission in our own unique way. We Evolve. Everyday. We take advantage of opportunities other banks are reluctant to explore. We challenge each other to find new solutions to everyday problems. We share new knowledge with each other and we work together to create innovations not only in the banking industry, but for our customers, employees and investors. Evolve has a business model that encourages us to cross-sell. We give you the advantage of offering your customer a small business loan while closing a home loan. You may uncover a new market while learning about what your customer needs. We set you up to win in more than one way. Not only does the company Evolve, but each one of us evolves. We build teams of people who bring fresh ideas to the table, and we challenge each other to be better. We are not afraid to say “This worked for me and it can work for you” or “I found a better way to do this.”

Your value is more than numbers

We are a family that works smart. Your success directs Evolve’s success. We succeed, as a team, by following our core values everyday.

LEADERSHIP QUALITY DIVERSITY INTEGRITY ACCOUNTABILITY PASSION COLLABORATION


We are built to succeed in this business – we operate differently.

Limitless Footprint

Strength in numbers

You’re set up to win big. Since we know the mortgage business is tough, we broaden your options. The ability to lend in all 50 states gives you more opportunities to make more money. With no boundaries for lending, you build your network from coast to coast.

With lending locations across the country, our branch managers rely on each other for help and support. Share your expertise with a branch manager in New York about niche products in your California market. Although you operate independently, you should never feel alone in this business.

Corporate teamwork that works

Our dedicated mortgage division is 300 people strong. We don’t have answers to success carved in stone. We have healthy dialogue with you because we know you’re the expert in your market. Tell us what you need so we can better serve you.

We have all the pieces.

We are not only here for you every step of the way, but we care about how well we serve your customers. We originate, process, underwrite, and close every loan in-house. You depend on us to give you straightforward answers so you can be straightforward with your customer about the options available to them.

Ryan DiPietro Corporate Processor Training Mortgage HR Manager Production Team Disclosure Desk

In-house Encompass Admin & Support Team

Corporate Loan Originating Training

Loan Officer Customer Service Training

QC & Pre-UW Team

Established Online Review Process

Loan Production Manager N. Kingstown, RI

UW Scenario Desk Mortgage Accounting Department Mortgage Marketing Department

“I have never communicated this much with a corporate office when I was with previous lenders. I know corporate support members by name and they take my call and help me all hours of the day. It’s nice knowing I’m not on an island, but I can be independent…”


Our customer’s experience matters – we work to find the best options.

Find the right match

Timing is everything

Digital sales experience

The mortgage business is not butterflies and roses. Of course, we expect you to close loans. When it comes to our customers, it’s not only about selling, it’s about matching. We work relentlessly with our investors to find mortgages that work for our customers’ life and budget.

Getting it done on time, every time, is what matters most. Our customer and referral relationships are real. They depend on us to respond quickly so they can move on– literally. Whether it’s a question about credit or an expedited closing date, we work with diligence and urgency.

Our tools are more than technology. We use them to create the best experiences for each other and our customers. We have Encompass and AllRegs specially tailored so you spend more time with customers and less time handling files. We equip you to create the best experience.

We make closing look good on you. Matching & selling. •

Fannie Mae

Freddie Mac

FHA

VA

Rural Development (USDA)

Jumbo Loans

Home Renovation

State Bond Programs

Down payment assistance

Niche Products & Unique Broker Options

EvolvExpress

Getting it done. •

Underwriting scenario response time normally within 60 minutes.

Overnight pricing protection provided for most products.

Monthly LO meetings for training opportunities and feedback.

Multiple vendors approved to provide customer leads if needed.

Personalized marketing tools created by Evolve staff.

Creating the customer experience.

Borrower survey feedback to help improve service delivery.

“I would recommend Evolve Bank & Trust. I cannot be any happier. Friendly and professional service every step of the way. The level of knowledge and quick communication is second to none. Elsa Labiosa at Evolve Bank & Trust, thank You for making my experience a memorable one.” - Google Review from customer in Auburn, MA about Evolve Loan Officer (pictured).


Your business is unique – we help you stand out the right way. Your customers are everywhere. We provide you with tools to connect, manage, and sell for one purpose – to win. Whether it be email, direct mail, or social media, we help you nourish your relationships so you’re prepared to talk mortgage, wisely and accurately, at all times.

JUST FOR YOU Let’s work together to create something that works for YOU in your market.

SOCIAL MEDIA Traditional marketing is only one way. Interacting is another. Be where your customers are.

MOBILE READY We don’t spend our time at a desk. We spend our time with people. The tools you need are everywhere you are.

ONLINE REVIEWS Your customer’s experience matters to you, us, and your future business. You control the outcome, and you represent Evolve.

MEDIA CENTER Pre-approved compliant branding materials available so your pace doesn’t change. It just Evolves.

CRM Managing and growing your list of customers and referrals is how you make money. If you don’t contact them, who will?

EMAIL Consistency is key. Your network needs the same message, quickly, at the same time.

REAL PRICING You have real-time rates at your fingertips at all times to have real conversations with your customers.


Let’s talk. Nationwide playing field

You have the advantage. Produce loans from 50 states, improve your presence in your niche market, and make more money.

Dedicated recruiting

We have a Business Development Manager on staff to assist with recruiting new loan originators. You have access to a number of recruiting sites and vendors.

Expand your loan solutions

Offer standard secondary market eligible products with less overlays, and niche products or high-risk borrower products through broker deliveries.

We support your service

We’re here – underwriters, closers, marketing team, and senior management – and ready to respond when you need us.

Work hard, play harder

The money you make is determined by how hard you work. Not only do we reward you financially, but we make sure others know how much you are producing.

We care about your well-being

Your beneifts include medical, telemedicine, dental, vision, basic life and AD&D, short and long term disability, critical illness, dependent care, accident plan, hospital indemnity plan, 401K, and more.

Contact me today. Torrey Weiss

Mortgage Division Recruiter, Business Development Manager Corporate NMLS# 509256

torrey.weiss@getevolved.com direct 732.788.8222 fax 877.783.5611 6070 Poplar Avenue Suite 200 Memphis, TN 38119 getevolved.com

Evolve Bank & Trust is an equal opportunity employer. We are committed to diversity and creating an inclusive environment for all employees. Evolve Bank & Trust Mortgage Loan Production Offices are not full service branch locations of Evolve Bank & Trust. These offices do not engage in general banking transactions, such as deposits or payments, and only provide Residential Mortgage Loans. Equal Housing Lender. All loans subject to credit approval. Corporate NMLS# 509256


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