Company Name and Location: Bridgepoint Funding
Number of Years in the Mortgage Industry: 20
Position Title: Broker/Owner
Joined L360 in: November 2014
2016 year end unit and dollar volume: 159 Units; $59,363,912
Specialty in the mortgage space (What are the things that you do well, Strengths): Being a Broker/Owner allows me to offer pricing that is better than most other lenders. I’m very good at building trust with my clients and referral partners. Most of my business comes from strong referral relationships and my existing database.
2017 MIG focus (List all MIGs): 1) Market to existing database and protentional referral partners to increase volume 2) develop and implement activities to strengthen relationship with Mikey and Leta 3) Establish a culture within my company to enhance the experience of employees, referral partners and clients.
Unit and Dollar Volume prior to joining L360: 102 Units; $28,053,960
Reason for joining L360: I wanted to bring more structure to my day. I was feeling a bit overwhelmed and pulled in too many different directions both professionally and personally. I wanted to get grounded and find out how my colleagues were able to be successful while still maintaining a good work-life balance.
Biggest Learning from being in L360: Since I’ve joined L360 I have gained a much better sense of awareness of myself and everything around me. I’ve been able to identify my strengths and weaknesses. Pinpointing the things that I’m not good at and finding the right staff to support me has helped me learn to let go.
Biggest wins since joining L360: The development of our “PLP” has been the biggest take away from joining the group. It has put systems and procedures in place which give my staff the direction that they need to do their jobs well. It has streamlined the mortgage process for us. This in turn gives me the freedom to focus on the things that I am good at and spend more time with my family.
Favorite thing about L360: Being around a great group of people who are willing to share and help out.
Hobbies: Baseball, traveling, being outdoors
Email Address: firstname.lastname@example.org