Call us: 877-446-0004

Email us: [email protected]

Call us: 877-446-0004

Email us: [email protected]

877-446-0004

Loan
Assistance
Process
Welcome to our Loan Process Workflow guide, designed to ensure smooth collaboration and efficient communication. This document provides an overview of each team member and leader directly correlated to our loan process, with direct contact information for the relevant team members. If you encounter any issues or have questions, please refer to this guide to find the right person to assist you promptly. Our goal is to make the process as seamless as possible, so don’t hesitate to reach out—we’re here to help!

If you need assistance resolving an issue or problem, please note the following:

The Problem

Status

Initial Pricing

Turn Times

Loan Locks/Extensions
Condition Review
Condition Questions
Schedule Closing

Existing Pricing Issues

The Solution

Account Manager
EPMX, Sales, Account Executive
EPMX, Website, or Account Manager
EPMX Portal
Account Management
UW Team Lead (see org. chart below)
Account Manager/EPMX Portal

The Problem

Status

Initial Pricing

Turn Times
Loan Locks/Extensions
Condition Review
Condition Questions
Schedule Closing
Existing Pricing Issues

The Solution

Account Manager

EPMX, Sales, Account Executive

EPMX, Website, or Account Manager

EPMX Portal

Account Management

UW Team Lead (see org. chart below)

Account Manager/EPMX Portal

The Problem –
The Solution
Status –
Account Manager
Initial Pricing –
EPMX, Sales, Account Executive
Turn Times –
EPMX, Website, or Account Manager
Loan Locks/Extensions –
EPMX Portal
Condition Review –
Account Management
Condition Questions –
UW Team Lead (see org. chart below)
Schedule Closing –
Account Manager/EPMX Portal
Existing Pricing Issues –
[email protected]
STEP BY STEP

1. Identify the department and proper leader.

Setup

SALES

EPM - Anthony Rivera

Anthony Rivera
Director Set-up/ Disclosure Desk
(877) 446-0004 x1216
[email protected]

EPM - Frank Nese
EPM - Keith Russell

Account Management

West

East

EPM - Ashley Payton

Ashley Payton
VP Operations
(877) 255-3554 x1169
[email protected]

EPM - Tracy Thompson

Tracy Thomason
AM Manager
(877) 255-3554 x1199
[email protected]

Frank Nese
Regional Sales Manager
West Coast
(949) 439-2956
[email protected]
Keith Russell
Regional Sales Manager
East Coast
(877) 255-3554 x1910
[email protected]
EPM - Kenny Phillips
West & East

Kenny Phillips
Chief Sales Officer
(401) 265-9031
[email protected]

2. After identifying the correct leader escalate via phone or email
3. If your UW or Account Management issue was not resolved, escalate to:
EPM - Jason Callan

Jason Callan
CPO
(678) 525-6008
[email protected]

4. If your Sales issue was not resolved, escalate to:

EPM - Frank Nese
Frank Nese
Regional Sales Manager
West Coast
(949) 439-2956
[email protected]
EPM - Keith Russell
Keith Russell
Regional Sales Manager
East Coast
(877) 255-3554 x1910
[email protected]

West

East

EPM - Kenny Phillips

Kenny Phillips
Chief Sales Officer
(401) 265-9031
[email protected]

West & East

1. Identify the department and proper leader.

Setup

EPM - Anthony Rivera

Anthony Rivera
Director Set-up/ Disclosure Desk
(877) 446-0004 x1216
[email protected]

Sales

West

EPM - Frank Nese
Frank Nese
Regional Sales Manager
West Coast
(949) 439-2956
[email protected]

East

EPM - Keith Russell
Keith Russell
Regional Sales Manager
East Coast
(877) 255-3554 x1910
[email protected]
West & East
EPM - Kenny Phillips

Kenny Phillips
Chief Sales Officer
(401) 265-9031
[email protected]

Account Management
EPM - Ashley Payton
Ashley Payton
VP Operations
(877) 255-3554 x1169
[email protected]
EPM - Tracy Thompson
Tracy Thomason
AM Manager
(877) 255-3554 x1199
[email protected]
Underwriting
Account Manager or UW Team Lead
(see UW Org Chart)
2. After identifying the correct leader escalate via phone or email
3. If your UW or Account Management issue was not resolved, escalate to:
EPM - Jason Callan

Jason Callan
CPO
(678) 525-6008
[email protected]

4. If your Sales issue was not resolved, escalate to:

West

EPM - Frank Nese
Frank Nese
Regional Sales Manager
West Coast
(949) 439-2956
[email protected]

East

EPM - Keith Russell
Keith Russell
Regional Sales Manager
East Coast
(877) 255-3554 x1910
[email protected]
West & East
EPM - Kenny Phillips
Kenny Phillips
Chief Sales Officer
(401) 265-9031
[email protected]