partner spotlight Written by Michelle Williamson Photography by Megan Murray
A
tlantic Trust Mortgage (ATM) partners Scott Goldstein and Wade Swindell are delivering top-notch customer service while remaining focused on company growth and upholding their values. This duo has plans to grow ATM to be the premiere mortgage brokerage in Jacksonville. They’ve proven their staying power and have earned the respect of their lenders and real estate professionals. Today, ATM maintains wholesale relationships with more than twenty national lenders, which gives them the ability to match any client with the best rate and loan for their situation.
O ur b us ine s s is b a s e d o n d e e p r e la t io ns hip s wit h r e a l e s t a t e p r o f e s s io na ls in t he co m m unit y. We p r id e o ur s e lv e s o n o ur r e p ut a t io n a nd r e s p o ns iv e ne s s t o a ll p a r t ie s in a ny g iv e n t r a ns a ct io n.
in Orlando who asked if he’d like to interview for a position in a new office. “I wasn’t familiar with the industry, so I discussed it with my parents,” he says. “Then I made the leap. After about a year, I left for other opportunities.” Scott accepted a position with a national mortgage brokerage. In 2003, Scott opened ATM as a wholesale mortgage brokerage that offers residential mortgage products for purchase and refinance clients. “We were a different kind of company back then,” he remembers. “We focused a lot on refinances.” When the housing crash of 2008 happened, within two to three months, the entire ATM staff was gone. Scott forged ahead, though, and focused on rebuilding. A boost came in 2010 when ATM partnered with local real estate offices. For the past seven or eight years now,
the majority of ATM’s loan volume— between 80-to-85 percent—has been purchase business. Building Deep Relationships
The next boost came three and a half years ago, when Wade Swindell joined Scott as partner. “ATM was doing fine, so I had to decide whether to stay the same or grow the company and brand,” says Scott. He decided he enjoyed the challenge of growth more than the comfort of status quo. Then Scott and Wade met. “I was looking at bringing on a business partner,” Scott shares. “Wade and I met at a networking event. Later, we met for lunch and I learned more about him.” The decision to partner was not overnight. “Wade was happy where he was too,” says Scott. The two met three or four times before deciding to go all in.
They are dedicated to going the extra mile. “If we don’t return a call within 15 minutes, we’re doing something wrong,” says Scott. He’s not joking. “I’ve had real estate agents text asking if I was okay if I didn’t respond quickly.”
Atlantic Trust Mortgage
ATM seeks to remove the turbulence in closing a home loan. And that means rapid, effective communication with everyone involved in the process to answer questions or solve issues that might emerge during the loan acquisition process. ATM does what is needed to make sure buyers close on time. ATM’s Beginning
Scott “kind of fell into the industry” while working in the hospitality business. He was approached by a mortgage company manager
A pre mier e mor tgage broke rage f oc u s e d o n va l u e s a n d s e r vi c e ! 14 • July 2021
@realproducers
realproducersmag.com
Jacksonville Real Producers • 15
