TPO Operations Our team initiated a restructuring in July designed to improve our process, the broker/AE experience and make us better. Our entire Account Management team greatly assisted in this endeavor, jumping into the middle of transferred loans and worked really hard to not skip a beat, despite bursting pipelines! A true display of “teamwork” and accountability! We are experiencing really great collaboration with our Sales team members and continue to work on ways to make the manufacturing process easier and faster for everyone. An anonymous survey was conducted with the Account Management team which provided great insight as to how we may refine our processes, enhance collaboration and work together even more to be better! The team closed 266 units for $97.6MM in August. Janene Spargur took the lead with 22 units funded. Lindsay Costly , Julie Slama and Vicky Bergquist all had 19 units funded. We have seen an increase in our non-delegated correspondent business with 25 units purchased in August. These loans are worked on the front end from initial underwrite to CTC by our Account Managers and then transferred to Abida Abbasi to get due diligence performed/cleared once the closed loan is submitted. Bev Lietz then takes on the actual purchase piece. As more of our “super brokers” seek to increase their revenue, having the option and ability to assist them with correspondent lending is certainly a plus, as not all lenders offer that line of business! Our Set-up Team and Client Support Team , and our Post-closing Team have done an amazing job getting loans in the door, training brokers and L/O’s, answering questions and moving to getting them cleared and sold. As Capital Markets works to place trades that benefit AHL, the post-closing team is responsible for managing due diligence, collateral, uploads to investors and a whole lot more. A special call out to Holly Keith , who was instrumental in finalizing a trade with a very demanding investor this month!
TPO Sales The past two months have been a whirlwind for the TPO Sales team, with plenty of production, events, and momentum to carry us into the fall. Top Producers July – Units Charlie Gonzalez – 21
July – Volume Dan Mahoney – $5,448,474 John Jernigan – $4,670,290 Daniel Norris – $4,372,335 Shyla Tailor – $4,232,800 Jay Ocasio – $3,508,325 August – Volume John Colitz – $13,738,084 Anthony Calabrese – $8,756,421 Daniel Norris – $8,217,650 Kris Koepke – $6,799,250 Regina Richardson – $6,575,200
Dan Mahoney – 19 Daniel Norris – 17 Jay Ocasio – 15 Shyla Tailor – 10 (tie) Ryan Golden – 10 (tie)
August – Units Daniel Norris – 22 (tie) Charlie Gonzalez – 22 (tie) John Colitz – 21 Dan Mahoney – 18 Hank Reuter – 15
The past two months were packed with events, trade shows plus the Road Show in California, all while keeping production strong. A huge thank you to everyone across Sales , Operations , Underwriting , D&F , and supporting departments for stepping up, covering for travel, and even working weekends to ensure loans got funded. That’s teamwork at its best.
Edition 8/9 August/September 2025
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