“topgrading” your real estate team

Transcription

“topgrading” your real estate team
New American Funding
Direct 720-692-7241
[email protected]
I offer more than sound mortgage advice.
I offer a strategic partnership to help share your vision.
With over 25 years experience in finance and mortgage lending, I implement my
experience and knowledge of current real estate trends and conditions to help my clients
maximize the true potential of their real estate investments—whether they own or are
purchasing a single property or restructuring a larger real estate portfolio of both
residential and commercial properties.
“TOPGRADING” YOUR REAL ESTATE TEAM
“Nothing matters more in winning than getting the right people on the field. All the clever
strategies and advanced technologies in the world are nowhere near as effective without
great people to put them to work.”
—Jack Welch, Winning
Topgrading is the art of packing your team with all
high performing ‘A’ players.
In today’s challenging real estate market, any misstep can be devastating and very costly.
Topgrading is designed to make certain that you have the very best opportunity to add ‘A
Players’ to your team and avoid the cost of mistakes.
“Jody is the best mortgage broker I have ever worked with!
She is very knowledgeable about the market and different
lending opportunities available. She is very responsive to
phone calls and emails and continually stays on top of things.
It is always a pleasure to work with her!”
….Anthony Adams, Baird & Warner
“I refer all of my clients to Jody for refinancing and purchase. My
clients range from young professionals just starting out to highnet worth individuals. Jody’s wealth of knowledge and
experience makes her extremely valuable to my practice and my
clients.”
….Don Duncan, D3 Financial Counselors (Chicago)
Jody Bruns, CDLP
Direct 720-692-7241
Areas of Practice

First Time Homebuyers

FHA w/580 Minimum FICO 
VA Loans—up to 100%
Cash Out

Move Up Buyers

Reverse Mortgage

Bond Programs for First
Time Homebuyers

Luxury Homebuyers

Interest Only Loans

Cash Flow Analysis

Self Employed / Bank
Statement Programs

Home Improvement Loans

Mixed Use Properties

Divorcing Clients: Equity
Buyout & Purchase

Investment Properties

Condo Warranty Expert
Professional Summary
A dynamic, high performance leader with a proven ability to lead diverse teams of professionals to new
levels of success in a highly competitive industry and fast-paced environment. Strong technical and business
qualifications with an impressive track record in strategic planning, business development, project and
product management.
Objective: To help homeowners and buyers achieve the mortgage financing that best suits their needs and financial
goals by utilizing my knowledge and professionalism combined with expertise in the mortgage and credit arenas using
my strong technical skills, attention to detail, initiative, enthusiasm and dedication to excellence within the residential
and commercial mortgage industry.
Experience: With 25+ years experience in finance and mortgage, Jody brings a strong cohesiveness to her team. Jody
provides leadership and coaching through hands-on experience along with her commitment to her business partners and
team members in helping them to become more successful while maintaining a balanced approach to their lives and
businesses.
Top Producer with New American Funding; First Midwest Bank; Bank of America; Cherry Creek Mortgages;
Countrywide Home Loans; NexGen Lending; Pulte Mortgage
Sales/Credit Management with Advantage Credit, a national credit reporting agency.
President/Founder Divorce Lending & Real Estate Association, LLC. Develop and management of industry
certification and educational platforms: Certified Divorce Lending Professional (CDLP) & Certified Divorce Real
Estate Professional (CDREP).
Professional Continuing Education Instructor: Multiple State Bar Associations; CFP Board of Financial
Planners; CE Instructor for Realtor CE
Member: Colorado Bar Association; Denver Bar Association; Colorado Women’s Bar Association; International
Collaborative Law Association
“I look forward to becoming your strategic business partner and helping your clients, friends and family
with their mortgage financing!”
www.JodyBruns.com
Jody Bruns, CDLP
[email protected]
What Consumers Want
HIGHER SERVICE LEVEL
Service is defined as ‘the work preformed by one that
contributes to the welfare of another.’
Jody promises to provide a higher level of service than her
competition by delivering the following:


Utilizing knowledge, professionalism and integrity to help facilitate homeownership to clients while providing the
best overall financing options needed to meet their immediate and future financial goals.
Fulfilling her promise by acknowledging her higher expectation of being in business and contributing to your
success through the successful closing of your real estate transactions keeping in mind that one happy client leads
to many more referrals.
"Don't think of buying a home as a financial investment where you need to time it just perfectly.
If you want to buy a house, make it because you want to buy a home. You buy a home when it
feels right for you!" ..... Jody
Keeping You Top of Mind with Co-Marketing
My personal promise to
you……
As your preferred
lending partner, I
promise to deliver the
same level of expertise
and professionalism to
your clients that you
deliver and expect from
your team.
I promise to deliver a
very high level of
mortgage excellence to
both you and your
clients resulting in
repeat business and new
referrals.
www.JodyBruns.com
Mortgage Planning Strategy
Senior Loan Consultant, NMLS 831033
Certified Divorce Lending Professional, CDLP
Phone: 720-692-7241
E-mail: [email protected]
“Mortgage Planning” - the process of demonstrating
and implementing the financial knowledge and
expertise regarding the tax and financial planning
implications of various mortgage and real estate
investment strategies.
It’s important to remember that a mortgage is not a stand
alone deal. It can impact all areas of your client’s life. It
affects estate planning, tax planning and financial
planning. It’s crucial now more than ever to include a
mortgage review in your client’s annual reviews!
I would be more than happy to sit down with you and/or
your clients to help determine if their mortgage debt
needs to be restructured!
5299 DTC Blvd, Suite 320
Greenwood Village, CO 80111
Build Your Business With A Partner You Can Trust
Status emails sent to both you and your clients
At New American Funding we understand how
important relationships and marketing are to build a
successful business—with lifetime clients. New
American Funding provides the marketing tools and
resources that take the heavy lifting out of staying in
touch with clients and cultivating new business.
I am the mortgage expert you can count on.
Because we are so professed at marketing, when you
close a loan with us, we are able to include you on
subsequent marketing to that client, keeping you top of
mind, which will help you to capture more referrals and
close more deals.
We’re in this together!