TPO Operations “I had the honor to be part of the first ever TPO Sales Meeting in January. It was really great to meet the sales team members I have not yet had the pleasure of meeting in person! As we continue to be better and find ways to support our TPO partners, I was excited to introduce new products to the team and to provide a very high level overview of Correspondent Lending, for which we are seeing continued interest. Speaking of Correspondent, we purchased 33 loans for $10mm in January. Kudos to Sheri, Jonathon and Marybeth who work the non- delegated loans on the front end, and to Abida, Bev and Lory who get them through on the back end! I have approved new Correspondents in January and participated in new correspondent introductory calls with our sales team. We have so much opportunity working with emerging mortgage bankers and non-delegated correspondents and are really good at hand holding and helping them be successful! Our team continues to work very hard to close loans. Our set up/ services team consistently sets up loans within 48 hours and are the first set of eyes on a file. Their responsibilities go beyond getting the loan in the system as they run so many services, not only at the time of set up but also during the manufacturing of the loan. Many of the team also assist with Client Support Inquiries. Our Account Managers continue to look to provide the best in class service. Vicky Bergquist was our leader in loans funded in January with also attaining a super high Net Promoter Score! With Justin’s help, we are working on refining our process flow to help move loans along faster and easier. The TPO Ops team is All In!” - Jackie Weed, EVP, Operations TPO Division AHL TPO Sales Kickoff – Irvine, CA On January 20, AHL held its first TPO Sales Kickoff Meeting in Irvine, CA, bringing the team together for an informative and forward-looking session. Presenters from Operations , IT , and Marketing shared key 2025 milestones and highlighted 2026 initiatives designed to support Sales and continued growth. The meeting also included a panel discussion on the day-to- day life of a successful Account Executive, along with John Colitz, who shared insights on the Bridge Star program and how it can be leveraged in today’s market. 🎥 A recording of the meeting is available for anyone interested in watching or revisiting the content.
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