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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
November 2018
TIER I
1st Place
MARK STEVEN FISHER
Mortgage Loan Originator
2nd Place
Irene Almonte
Mortgage Loan Originator
3rd Place
Archie Fisher
Mortgage Loan Originator
4th Place
Robert Deiorio
Mortgage Loan Originator
5th Place
Jean Volcy
Mortgage Loan Originator
TIER II
1st Place
Vincent Chin
Mortgage Loan Originator
2nd Place
William Koedatich
Mortgage Loan Originator
3rd Place
Tim Colon
Mortgage Loan Originator
4th Place
David Narine
Mortgage Loan Originator
5th Place
Chuck DiSanto
Mortgage Loan Originator
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
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 unmb.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)
