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OUR CORE VALUES were created as a daily reminder to operate with the inside-out approach in mind. Core Value #1 is the backbone of all our Core Values, our mission and our brand vision.
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OUR PROMISE
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OUR CEO
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OUR LEADERSHIP TEAM
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COMPANY HISTORY
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OUR STRENGTH
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OUR AWARDS
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CORE VALUES
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OUR PRODUCTS
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PAY STRUCTURE
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MARKETING
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OUR MARKETING TEAM
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ADVANCED MARKETING
LO & AGENT COACHING
Your success is our success. Providing quality training and coaching for you and your real estate agents helps ensure the growth of your business.
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GENEVA GO
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MORTGAGE TECHNOLOGY
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HR AND BENEFITS
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AGENT TOOLS
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LO & AGENT COACHING
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COMMUNITY IMPACT
Our mission at Geneva Financial is to approach every aspect of our business from the “inside-out”. With a culture-forward mind-set, we focus on our loan originators and support staff first in order to ensure an unbeatable experience for our customers and real estate partners.
Our Core Values were created as a daily reminder to operate with the inside-out approach in mind. Core Value #1 is the backbone of all our Core Values, our mission and our brand vision…
At Geneva Financial, the Loan Originator is our number one client. My primary focus when starting the company was to build a model that allowed for the highest LO compensation in the industry without compromising quality.
As of 2022, our 15th year in business, Geneva remains the top compensating mortgage lender in the industry.
Objections I hear every day include "Too Good To Be True", "There must be hidden fees", and "Quality must suffer". All of these are simply not true.
Our Corporate support model runs highly efficient. Our Loan Originators never feel they are lacking support in any area, however, unnecessary expenses and layered management have been tossed aside. My profitability model calls for a slow and steady growth on the Corporate side, allowing us to compensate nearly double the rate of our competition.
Built on the back of a “no waste” model from inception, our survival under any market condition is reliant on our ability to operate without layers. Rolled-up sleeves, open doors, accessible leaders and no man or woman too good to jump in the trenches ensures we can continue to provide for our customers and employees alike.
We launched a new brand vision with a sharp focus on the human component of our industry. We are revolutionizingthe homebuying process by doubling-down on the human perspective both internally and in our service process. We are examining every detail of a transaction and working together as a family to humanize the experience - driving home the message "Technology is our friend, not our replacement".
I invite you to have a human conversation with myself or one of our recruiters and discover why the industry is talking about Geneva.
Aaron VanTrojen Founder/CEO
AARON VANTROJEN Chief Executive Officer
TELLE' VANTROJEN Partner/Chief Operations Officer
JAMES POLINORI Chief Marketing Officer
RACHEL CAPLE Chief Sales & Revenue Officer
JONATHAN HARRIS Chief of Capital Markets
JEN WARDROP Operations Manager
JUDI JENKINS Controller
SCOTT MERTENS HR & Licensing
ASHLEY BOGART Corporate Initiatives Director
AMANDA SIMLER Processing & Transition Manager
From day one, Geneva Financial was built on a singular principle - take care of the employees first and foremost. The methodology behind this thought process revolves around the belief that if we focus primarily on providing an exceptional experience for our loan officers and operations staff, they will pass that experience on to our customers.
In an industry conditioned to follow “molds”, Geneva was boldly conceived during the onset of the housing crisis in 2007. “I knew the industry was changing. The company I was working for was sold to a large bureaucratic entity and I found that I was no longer valued” says Aaron VanTrojen, CEO and founder of Geneva.
“After searching for new opportunities, I quickly realized that I was not going to find a company in this industry where I would feel valued or receive the compensation I was worth - so I built one” says VanTrojen.
Although the company has evolved over the years, the founding principle has remained the same - take care of humans first and success will follow.
In recent years we took a close look at the industry and the trend toward complete automation of the homebuying process - a trend intent on minimizing the human experience.
Our response was to double-down on the human element, including a complete rebrand and approach summed up in one sentiment - Home Loans Powered By Humans® - powered by the humans in our
organization and powered by the humans we help achieve the dream of homeownership and financial security.
As we look forward, our aspirations as an organization remain laser-focused on providing white glove service by continuing our commitment to our originators, operations staff and customers by serving through our core values.
Join us as we continue our revolution and journey into the future of mortgage origination.
Our mission at Geneva Financial is to approach every aspect of our business from the "inside-out". With a culture-forward mind-set, we focus on our loan originators and support staff first in order to ensure an unbeatable experience for our customers.
Our Core Values were created as a daily reminder to operate with the inside-out approach in mind. Core Value #1 is the backbone of all our Core Values, our mission and our brand vision.
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At Geneva, technology is a valuable tool to execute an efficient and speedy process, but it takes a back seat to our TOP CORE VALUE: Always strive to humanize both the customer and employee experience.
Our belief is that the success of our family begins and ends with the energy generated by a culture that influences every action we take. Through a supportive environment that embraces growth, diversity and empowerment, we invest daily in each other’s success.
Built on the back of a “no waste” model from inception, our survival under any market condition is reliant on our ability to operate without layers. Rolled-up sleeves, open doors, accessible leaders and no man or woman too good to jump in the trenches ensures we can continue to provide for our customers and employees alike.
In an industry conditioned with a long history of "molds", Geneva Financial opened its doors during the onset of the housing crisis. By breaking the norms of conventional thinking, we thrived. Today we compete by continuing to interrupt an industry still comfortable in molds. "That's how it's always been done" is not in our vocabulary.
At Geneva, we serve two equally important individuals: our valued customers and each other. In every decision, every transaction and every company initiative we ask one question of ourselves; “Is this advantageous for our employees and customers?”. Creating advantage is at the core of how we provide value and sustain relationships.
Our leading Core Value revolves around humanizing experiences. It is only fitting that our final and anchoring value is the most “human” of challenges. True authenticity in business starts with unfiltered transparency and ends with the solutions, progress and growth that emerge. Striving for authenticity in everything we do helps ensure we can live and operate in all of our Core Values.
At Geneva Financial, we are committed to providing an expansive product offering for our real estate partner’s clients. Today’s homebuyer’s come with a complex and varied scenario profile - we are constantly expanding and improving our product portfolio to give you more options.
We are approved and setup for far too many products to list - this is a just sampling of our most utilized.
OPTIONS
In addition to compensation reflective of your worth, Geneva is committed to a fair and transparent branch expense structure that saves our branches hundreds of thousands of dollars annually for the exact same volume funded at other companies.
Unlike other companies, we do not nickle-and-dime our branches with employee taxes, marketing benefit costs, technology and other expenses. If you are currently a Branch Manager, you may want to ask your company exactly what you get charged for.
Our Branch Support Team provides extended availability on nights and weekends to ensure you are able to provide for your clients in a timely manner.
The HUB provides you with 24/7 access to product guidelines, recorded trainings, help articles, training calendars and help desk support.
We provide a human-operated loan scenario desk led by an experienced underwriter to help you work through difficult files and find solutions.
Branch Managers receive regular updates on branch balances and profitability. We use Loan Vision software to assist our branches with a clear picture of fundings, compensation and profits.
Although the company has evolved over the years, the founding principle has remained the same - take care of humans first and success will follow.
In late 2018 we took a close look at the industry and the trend toward complete automation of the homebuying process - a trend intent on minimizing the human experience. Our response was to double-down on the human element, including a complete re-brand and approach summed up in one sentiment - Home Loans Powered By Humans® - powered by the humans in our organization and powered by the humans we help achieve the dream of homeownership and financial security.
Geneva Financial confidently boasts the mosts advanced and comprehensive marketing platform in the industry. Created by our Chief Marketing Officer who holds 30 years experience in advertising and 12 years in the mortgage/real estate sector, our offering focuses on customized solutions for your success.
From the moment your paperwork is received, our marketing team begins expediting the setup of all your accounts, announcements, website and Client Data Platform to ensure everything is triggered the day your license transfers
Our websites for branches and loan officers are optimized for bringing you new business. SEO, geo-local focus and online reputation management are just a few key factors that will help set you apart in your market.
Scripts, imagery, training and updates on trends are just a few ways we help keep you on top of your game. Our team also sends content direct to your inbox every week, saving you time.
Our Design Team, overseen by our Art Director with experience at major brands, creates high-end design pieces customized to your needs and works with our CMO to ensure your pieces are effective.
Integrated into our Client Data Platform, our Open House support features including single-property sites and are as powerful as Listing Booster. Our team also helps you plan, fill and execute special events.
The heart of our marketing platform, the Client Data Platform performs a multitude of functionalities that we've made as "hands-free" as possible. Bottom line: our system makes you money while you sleep.
Our team has created a full service leads platform for branches and loan officers. From ad creation to automated custom email and text follow-up, we've got you covered on all channels including social media and Google Adwords.
Our loan officers receive high-level coaching on sales, marketing, leads, social media and business development at no additional cost. We also provide intensive nationwide marketing coaching for your agents via webinar.
Our loan officers receive a custom branded mobile app, free of charge that allows them to streamline the entire loan process, and makes the experience for the borrower and referral partners as seamless as possible. From generating pre-approval letters in a click of a button, to custom calculators this app has it all.
From print materials to apparel and event promotional items, our company stores are easy to get what you need on the fly and custom items can be added by request.
HUERTA Art Director
Choose from a variety of customizable collateral options including:
Announcement Collateral
Brochures
Business Cards
Co-branded Collateral
Emails
Event Materials
Postcards
Presentations
Recruiting Collateral
Flyers
Greeting Cards
Signage
Social Media Images
Specialty
Stationary
Co-brand open house & listing flyers
Easily include scenarios with Optimal Blue integration
Property websites with lead capture
Proprietary
Professionally written campaigns only available at Geneva
Custom individual drip campaigns available
Send text messages to your database
Opt-out compliance handled for you
Post-close request for review sent with link to your review sites
Automated
Lead Generation
Lead funnel forms integrated into platform
Zapier integration to feed your leads from vendors
Loan Milestones
FICO ALERTS
Refi Rate Alerts
MLS Listing Alerts
Loan Process Updates
Post-close drip includes birthdays, holidays & mortgage anniversary
Automated Lead Nurture
Instant trigger of a custom prospect nurturing campaign upon receiving a lead
Co-Brand flyers, postcards & social media on the go! Direct mail from platform
Collateral
Human-Friendly Homebuying™
GenevaGO is our mobile mortgage application that allows you to be involved in each step of the loan process at the touch of your fingertips and gives you access to more tools for your clients.
Features:
• Co-Branded with unlimited Agents at no cost
• You can see real time loan status for the borrower
• Add your home search IDX Link so borrowers have quick access
• Share app with clients so then they can apply for a loan on the spot
• Mortgage Calculator
• View Loan Status
• Print a pre-approval letter on demand (Less than 10 seconds!)
GenevaGo Mobile Mortgage
Encompass (always updated)
Optimal Blue
Client Data Platform
MBS Highway Branch Rates
LO Connect for Mobile/Tablet
Power Dialer
Leads Automation
Social Media Automation
Chatbots
Our philosophy for technology is grounded in our human approach. All technology we choose must free up time to provide "white glove" service, not be a substitution for it.
Our goal is for customers and employees to enjoy the convenience of technology yet always feel like a human is easily accessible for questions and assistance.
With that focus in mind we provide and continue to develop technology that sets you up for success while remaining true to our values.
Branch Recruiting Software
Zapier Integration with Lead Vendors
Zoom for Online Client Meetings
Loan Vision for Branches
Support & Integrations
Core Value #1 at Geneva Financial is to humanize the customer and employee experience.All full-time Geneva employees are eligible for a full benefits package.
Medical and Vision are activated the first day of the month following initial thirty days of employment.
401(k) is available for contribution opt-in six months post-hire.
PayCom HR & Payroll System
Maxwell Health Vision
• Co-branded home value site for potential clients to see what their home is worth.
• The Data Report is researched using 64 public record data points and provides recent sales in the general market area, neighborhood information and analysis of the subject property.
• Email marketing
• Lead campaigns
• Co-branded digital campaigns for a variety of buyers
• In-process and post-close communications
• Custom co-branded property website.
• Comprehensive listing website with recent sales, area statistics, loan payment calculator, lead capture and loan pricing.
• Open house digital sign in capabilities.
• Open house flyers for print and social media with QR codes.
Your success is our success. Providing quality training and coaching for you and your real estate agents helps ensure the growth of your business.
Ongoing web sessions help you build your business through bite-sized easy to execute modules developed specifically to fill your pipeline months in advance.
Live Zoom trainings for agents help you stay engaged with business partners through follow-up checks you can execute to assist them in reaching their goals.
ONLINE VISIBILITY
HYBRID FARMING
and more!
Geneva Financial gives back through our ongoing Geneva Gives initiative by assisting Loan Officers who wish to make impact in their local communities.
The Annual Geneva Gives "Hero of the Year" campaign recognizes Americans in hero designations including police, first responders, teachers, nurses and more.
Every year nominations are accepted in each category and our chosen Hero of the Year is presented with a grant towards their cause funded through year-long campaigns.
“That’s our philosophy, be a good human, first and foremost, you can’t take advantage of people or put people in bad positions if you’re being a good human”.
- Aaron VanTrojen CEO Geneva Financial
This is not a commitment to make a loan. Loans are subject to borrower qualifications, including income, property evaluation, sufficient equity in the home to meet LTV requirements for refinances, and final credit approval. Not all applicants will qualify. Approvals are subject to underwriting guidelines, interest rates, and program guidelines. Approvals are subject to change without notice based on applicant’s eligibility and market conditions. Geneva Financial LLC is not acting on behalf of or at the direction of HUD/FHA or the Federal Government. Geneva Financial LLC is approved to participate in FHA programs but the products and services performed by Geneva Financial LLC are not coming directly from
