“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!