Wholesale Mortgage Production 1 Page Business Plan

Mortgage Loans Business Plan

Wholesale Mortgage Production 1 Page Business Plan

Overview

Jesse Sida Wholesale AE at Homeward Residential has a clear business objective to develop, produce, promote and distribute Wholesale Mortgage Loan products and service. These products and services have been developed with a core focus on addressing the key customer needs and opportunity.

The Business Objectives

When as a key component of my growth strategy I consider it critical to identify and outline our business objectives, and align these objectives with clear and measurable development milestones. Our key short term business objective is to grow production and revenue. Rapid production growth is considered the most critical and measurable business goal. At this stage of my development, I consider this to be more important than profitability growth, although both are important long term objectives.

The Customer

Jesse Sidas business plan has been created with a clear focus on the needs of my customers. Stay consistent with good product offering and price. This is critical for my clients, Mortgage Brokers.

The Value Proposition

Homeward Residential is uniquely positioned to deliver value to Mortgage Brokers. I will bring Service, Value , Profitability, Reliability and Great Experience." In order to deliver on this value proposition, I will be their Subject Matter Expert. This capability has taken considerable time to develop and forms the cornerstone of our competitive advantage.

Competitors

We have a number of competitors within the Wholesale Mortgage Loan Industry. I consider my key competitors to be:
PRMG
UWM
Banc Home Loans
Motive Lending .
My understanding of these competitors has been used to refine my strategy and value proposition. I believe that we can compete effectively with
PRMG
UWM
Banc Home Loans
Motive Lending
by our
Service
Internal Staff Tenure
Guideline Leniency
Speed to Close
Price
Closing Department
TRID Process
Me .

Key Strategies

Over the next 6 months my focus will be to:
Prospect
Gain qualified customers
8-10 Sales Calls Day
Boost Production to 7.5 million monthly
Train Clients on our way of doing business
Qualify Client
Work Smarter not Harder
Market product offering
Know my guidelines
Know my competitors
Know my Market and industry . This task will be undertaken in the context of my broader strategy to hike my Monthly Volume over 10 million
Ranked top 5 in company
Maintain consistent Volume
Grow Territory
Work hard play hard.
These strategies are a tactical implementation of my overall business goal as outlined above.

Milestones

Measurement of the successful implementation of my strategies will be governed by measurable development milestones.
The milestones that I am expecting Homeward to achieved over the next 12 months are:
New Product Offering
Better Execution on Price
Uniformity on Operations and loan process
Technology
Marketing
Training to all levels of organization

About this document
Mortgage Loans Business Plan
This document was created by Jesse of Wholesale Mortgage Production using the 5 minute Business Plan App. This technology and approach is powered by HyperQuestions.

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