Recruitment Package - Mason McDuffie Mortgage

Mason-McDuffie Mortgage Corporation
Since 1887, the name Mason-McDuffie has been respected in the real estate industry. Mason-McDuffie was
born in Northern California out of the visionary minds of Joseph Mason and Duncan McDuffie.
Their legacy has been carried on to today. Having gone through various changes over the years,
Mason-McDuffie Mortgage is as solid now as it ever has been. The company is independently owned and
passionately operated by an experienced, honest and respected executive team, which supports their loan
officers to get loans closed quickly and without hassle for our loan officers and their clients.
Our strong balance sheet and stable history ensure that we will be here for the long haul so you can build your
career on our team.
Marketing | Loan Officers
Marketing is at the heart of our business, whether it is face-to-face meetings or finance flyers. Mason-McDuffie
Mortgage welcomes new loan officers to the company and has the experience to make the transition smooth.
Our Loan Officer Transition Package gets you up and running quickly, so there’s no down time in your
business.
 Easy conversion of your past client database
 Personal announcement letters and emails to past clients
 Press release to local business periodicals
 Business cards
 Personal web page
 Instant access to email and a personal email address
 Your personal information pre-loaded into our online flyer program
 Company brochure for clients
 Customized mortgage program collateral
 Customized real estate agent and builder marketing materials
 Personal brochure template
 Customizable direct mail templates
 Email marketing campaign templates
 Signage and banners
Once you have joined the
team, we make it easy for you
to market to your clients and
referral sources.
Online Mortgage Marketing Flyer Program | Loan Officers
The Mason-McDuffie online marketing flyer program saves you time, money and hassle with an easy-to-use
interface that lets you market to both consumers and referral partners. Featuring a library of hundreds of
different flyers, You simply point and click on the flyer you want and the flyer is automatically customized with
your details, including photo and contact information. You can print the flyer or send it in a formatted email.
Our Competitive Advantage:
 Stand Out – Hundreds of variations of the industry’s most
compelling mortgage marketing flyers
 Provide Value – Co-Brand with unlimited real estate agents
and builders
 Save Time – Modify rate flyers in seconds
 Email and PDF – All flyers are available as print quality PDF
or pre-formatted email messages
 Stay Current – Flyer library is updated monthly
 Rest Assured – All flyers pre-screened for compliance
Our flyers will serve your business if your mortgage
marketing strategies include:
 FHA marketing
 VA mortgage advertising
 Refinance loan flyers
 Rent versus own advertising
 Co-branded real estate agent
 Builder marketing flyers
 Jumbo financing flyers
 First-time home buyer flyers
 Buyer qualification analysis
 Or, you simply want to provide personalized open
house flyer software to referral partners as a value
added service
Technology | Loan Officers
A key component of providing quality customer service in today’s marketplace is the ability to combine
technology with an experienced professional staff to create a fast and efficient loan process. At
Mason-McDuffie Mortgage, we employ the latest in mortgage and communication technology to ensure each
loan officer and their customers’ experience is the best possible.
With the complexity of the typical real estate transaction and the number of people involved, it’s imperative that
fast, accurate information is communicated throughout the loan process.
We provide our loan officers with:
 Mortgage Planner CRM
 Laptop – We equip our loan officers with laptops, making it easy to
access their clients’ information from anywhere
 Email – Robust email system
 Personal website – Each loan officer is given a personal website
 Client-Only website – Clients can log on to a secure page where they
can fill out an application
 Company Website – Clients can:
 Use calculators to estimate loan payments and closing costs

Check current rates

Find more detailed information about the lending process
Competitive Advantages | Loan Officers
Products, Pricing and Service
Our unbeatable combination of products, pricing and service ensure that your clients will be happy they choose
(or selected) you as their mortgage advisor.
We close loans fast
The greatest advantage we provide to our loan officers is our ability to close transactions in 30 days or less and
still offer a wide range of loan choices to fit the needs of borrowers.
Full service loan officer support
We provide you with a well-staffed, professional back office and the right tools so you can concentrate on your
business while operations supports your file.
Successful history
We have a history of successfully supporting loan officers and ensuring that the best interests of the loan
officer and his/her clients is always top of mind.
Compensation and benefits program
Our compensation and benefits program ensure that our staff will remain with us and that you will be well
compensated for your productivity.
President’s Club | Loan Officers
Mason-McDuffie Mortgage believes in rewarding those who excel. While numerous other lending institutions no
longer offer incentives, we continue to acknowledge our achievers in tangible ways. Each year we hold an
annual awards event and invite key producers and managers so we can honor our top performers. It is at this
event that we honor and acknowledge our key producers.
SO
MA
President’s Club Advantages:
N-McDUFF
 Key role in our Summit Council
 A direct line to our senior management
PRESIDENT’S
CLUB
 Special marketing with the President’s Club seal
 Participation in the annual awards dinner with the president
 Awards and recognition from the company that are publicized
to the community.
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M O R TG A G E
IE
Benefits | Loan Officers
Medical
 Blue Cross PPO/HMO & health savings accounts
 Kaiser Permanente – HMO & health savings account
Dental
 Assurant – PPO
Vision
 VSP Vision Care
Life Insurance
 Assurant offers a $25,000 term life employer-paid plus the option to buy additional coverage as well
as policies for spouse and dependents
Other benefits
 401K with online access
 Financial planning and advice from IFS Planning
 Semi-monthly paperless payroll
 Flexible spending account for dependent care and unreimbursed medical/dental costs
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