United Northern Mortgage Bankers, Ltd.

UNMB President's Club

The President’s Club recognizes high performance levels of qualified individual MLO’s who meet the highest standards in sales and client satisfaction.

Points are earned and measured against factors including, loan volume, training and marketing outreach efforts. Success is celebrated with a dinner and an award at the annual corporate meeting. Additionally, co-op dollars are earned monthly for redeemable credit to be used towards approved marketing products and services.

MONTHLY PRESIDENTS CLUB WINNERS

October 2018

TIER I

1st Place

Mark Fisher 

Mortgage Loan Originator

2nd Place

Monika DeJesus

Mortgage Loan Originator

3rd Place

Jean Volcy

Mortgage Loan Originator

4th Place

Jackie Sendra

Mortgage Loan Originator

5th Place

Gary Welge

Mortgage Loan Originator

TIER II

1st Place

 Vincent Chin

Mortgage Loan Originator

2nd Place

Ralph Taylor

Mortgage Loan Originator

3rd Place

Tim Colon

Mortgage Loan Originator

4th Place

Rich Gilis

Mortgage Loan Originator

5th Place

Viviana Castilla

Mortgage Loan Originator

September 2018

TIER I

1st Place

MARK STEVEN FISHER 

Mortgage Loan Originator

2nd Place

Gary Welge

Mortgage Loan Originator

3rd Place

Joe Manzione

Mortgage Loan Originator

4th Place

Archie Fisher

Mortgage Loan Originator

5th Place

George Ockovic

Mortgage Loan Originator

TIER II

1st Place

David Narine

Mortgage Loan Originator

2nd Place

Irene Almonte

Mortgage Loan Originator

3rd Place

William Koedatich

Mortgage Loan Originator

4th Place

Tim Colon

Mortgage Loan Originator

5th Place

Pat Losito

Mortgage Loan Originator

2017 PRESIDENT’S CLUB WINNERS

1st Place

MARK STEVEN FISHER 

Mortgage Loan Originator

2nd Place

MONIKA DEJESUS

Mortgage Loan Originator

3rd Place

ANTOINE CATLIN

Mortgage Loan Originator

1st Place

DAVID NARINE

Mortgage Loan Originator

2nd Place

DANIEL BOXMAN

Mortgage Loan Originator

3rd Place

TIM COLON

Mortgage Loan Originator

President's Club Co-Op Program

Keeping in front of the market is a great deal of work and very expensive. UNMB makes it easier with our generous new marketing co-op program! As a part of the 2018 President’s Club, you earn marketing dollars with every point earned!

Co-op dollars are earned monthly as points are received through the President’s Club and may be used on approved marketing products and services.

TIER

Platinum Tier I

Tier II

POINT VALUE

100 points=$25.00

100 points=$10.00

HOW ARE POINTS EARNED

LOAN RELATED POINTS

MONTHLY: LOAN UNIT VOLUME VS GOAL

MLOs earn points for reaching or exceeding her/his individual goal

≥ 125% of goal = 200 points

100% – 124% of goal= 100 points

< 100% of goal= 0 points

 MONTHLY: LOAN VOLUME ($) ACHIEVEMENT LEVELS

Monthly loan dollar volume is reviewed each month and points are earned where thresholds are crossed

Tier I

Each $1M=50 Points

Tier II

Each $500k=50 Points

MONTHLY: LOAN UNIT VOLUME

MLO earns points based upon the total number of closed loans achieved in a month

≤ 3 Closed Loans=100 Points

4-6 Closed Loans=300 Points

7-9 Closed Loans=500 Points

≥10 Closed Loans=700 Points

QUARTERLY: HIGHEST SINGLE LOAN VALUE

One MLO in each tier will earn the points based upon the single highest value loan closed in their group (tier)

500 POINTS

QUARTERLY: HIGHEST TOTAL LOAN VOLUME

One MLO in each tier will earn the points based upon the single highest volume (#) of loans closed in their group (tier)

500 POINTS

CLIENT CONNECTION POINTS

A key factor in UNMB’s success as an expanding mortgage bank is the integration of new technologies. You are encouraged to embrace your database building efforts.   

DATABASE BUILDER I

MLO earns points for each email address on closed loans during a monthly period.

Each email=10 Points

 

 DATABASE BUILDER II

MLO earns points for expanding their database via the “Build Your Database” upload manager on unitednorthern.net

100 Points per month with a minimum of 1 upload.  

 

APP AND SOCIAL MEDIA PARTICIPATION

MLO earns points for his/her compliant technology-based marketing efforts

UNMB APP=100 Points

Facebook Page=100 Points

Zillow Reviews= 10 Points (Each)

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