Excel Realty and Mortgage
Approved Lender ListFor Pleasanton OfficeNMLS #321425Revised Date 8.31.2017NOTES: Compensation Plans: You have selected a compensation plan with Excel Mortgage Services. You cannot make more or less than your selected compensation plan on any loan. You can change your compensation plan once per quarter with Excel Mortgage Services.Early Payoff and Early Default:To avoid reimbursement of origination and or credit given to the borrower, please confirm with each of the lenders their early loan payoff and early loan default waiting period. Please see the dates we have posted on some of the lenders below but also confirm those dates as they can change. This is your responsibility as a loan officer.Credit Vendors Clear Choice Credit CorpGordon Gin- Account Executivegordon@(p) 415-252-2888(f) 415-252-2822(c) 415-637-7777Credit Plus, Inc. Brandt Cooper – Account ExecutiveBrandt.cooper@P: 800-258-3488 x 1325 F: 800-953-6492 Technical Support: 800-258-3488Banking Line Purchase InvestorsCheck products and pricing through our Banking channel first, prior to sending loan through our Wholesale channelBanking Purchase Investors (Correspondent Loans)Caliber Home LoansWendy Flynn- Account ExecutiveMobile- 415-246-9676Fax -1-877-593-5287Email: wendy.flynn@WWW.Refer to your L.O. compensation AgreementUnderwriting Fee $1,195 (Correspondent Loans)Company Lender Paid Compensation: On FHA DEALS ONLY (non-banking line Wholesale loans) 2.00% *VA APPROVEDMinimum Commission: $2,750.Maximum Commission: $20,000 FLAGSTAREmily Johnson- Account Executive (Seller ID 46968)Cell- 916.730.1282Customer Support – 866.945.9872Emily.Johnson@wholesale.CUSTOMER SERVICE CAN HELP WITH MOST CONCERNS:866-945-9872 Refer to your L.O. compensation AgreementUnderwriting Fee $1,195 (Correspondent Loans)Company Lender Paid Compensation: On FHA DEALS ONLY (non-banking line Wholesale loans) 2.00% *VA APPROVEDMinimum Commission: $1,000.Maximum Commission: $15,000.LenderLive, LLC Client ID# 124187Andrew Lion – Account Executive 925-588-5672Andrew.Lion@ Refer to your L.O. compensation AgreementUnderwriting Fee $1,195No Wholesale (No FHA or VA)Get setup to price your loan through the LenderLive pricerMB Financial ID#70340A division of MB Financial Bank Kim Jolivette- Account ExecutiveMobile: 925-407-6098efax: 925-407-2824Client Services: 855-926-2400Email: kjolivette@MB Website: Refer to your L.O. compensation AgreementUnderwriting Fee $1,195 (No FHA) *VA APPROVEDPRMG Broker ID EXCMTG-000Sean Drake– Account Executivesdrake@O :951-278-0000 D: 916-849-7884 F: 951-547-7178Refer to your L.O. compensation AgreementUnderwriting Fee $1,195 (Correspondent Loans)VA APPROVEDCompany Lender Paid Compensation: On FHA DEALS ONLY (non-banking line Wholesale loans) 2.5%Minimum Commission: $3,000Maximum Commission: $20,000 Note: Please email Account Executive for rate sheets *VA APPROVEDPRMG no longer will do JUMBO loans on the Banking side Wholesale onlyUnited Wholesale Mortgage – ID#CA692Ashley Fitzgerald?– Account Executiveafitzgerald@P: 800-981-8898 x5689Refer to your L.O. compensation AgreementUnderwriting Fee $1,195 (Correspondent Loans)VA APPROVEDCompany Lender Paid Compensation: On FHA DEALS ONLY (non-banking line wholesale loans) 2.50%Minimum Commission: $1,750.Maximum Commission: $20,000 Note: Please email Account Executive for rate sheets. Seconds/HELOC’sTCF Bank – Relationship LendingKristen Faidley- Account Executivekfaidley@C: 323-351-1946 Please contact the AE for Comp plan directionsHard Money and “Outside the Box” LendersAngel Oak Home Loan- Broker ID:178929Dennis?Colon -Account ExecutiveDennis.Colon@C-720.354.1339Borrower Paid Only Maximum Compensation 2.50%Maximum Commission: $15,000You as an Excel Loan Officer cannot charge the borrower more than 2.25%.? Refer to your L.O. compensation agreement. You must have prior approval from Excel before submitting a loan to this lender.Citadel Servicing Corp.Raul Sandoval Account ExecutiveOffice: ?(949) 537-2966Cell:??????(909) 210-3983rauls@This is a hard money lenderBorrower Paid Only Maximum Compensation 2.50%You as an Excel Loan Officer cannot charge the borrower more than 2.25%.? Refer to your L.O. compensation agreement. You must have prior approval from Excel before submitting a loan to this lender.Coast 2 CoastBill Daniels- Account ExecutiveRyan Henderson Cell #949-433-2197714-809-3706- Bill’s Cell714-784-7848- eFaxryan@Borrower Paid Only Maximum Compensation 2.50%You as an Excel Loan Officer cannot charge the borrower more than 2.25%.? Refer to your L.O. compensation agreement. You must have prior approval from Excel before submitting a loan to this lender.Integrity First Specialty FinanceSunny Thiara- Account ExecutiveC-925.750-8103Office- 925-800-3535 ext 1102sthiara@ Paid Only Maximum Compensation 2.50%You as an Excel Loan Officer cannot charge the borrower more than 2.25%.? Refer to your L.O. compensation agreement. You must have prior approval from Excel before submitting a loan to this lender.OAKTREE FUNDINGTim Marsteiner- Account ExecutiveDirect- 480-568-7585tmarsteiner@ Paid and Lender Paid Maximum Compensation 2.50%You as an Excel Loan Officer cannot charge the borrower more than 2.25%.? Refer to your L.O. compensation agreement. You must have prior approval from Excel before submitting a loan to this lender.Wholesale Broker Loans (Check Banking Line First)You must stay within your selected compensation plan. All correspondent purchase investors are in every compensation p Plan 1.5%Banking (correspondent) purchase investors highlighted below are available in every compensation plan, if it is a wholesale loan (not correspondent) you must abide by the wholesale compensation plan. Your compensation plan with Excel Mortgage Services must be within the compensation level of the wholesale lender or you cannot use that particular wholesale lender.Caliber Home LoansFlagstarLenderLive, LLCMB FinancialPRMGUnited Wholesale Mortgage JMAC Lending – Broker ID# 10600Tom Wei– Account Executivetom@P: 949.390.2688 D: 510.381.6866Lender Paid Compensation: 1.50%Minimum Commission: $3,000Maximum Commission: $20,000 Note: Please go to website for rate sheets. password: Dec16 (1st three letters of the month we are in/ last two digits of the year we are in) This password changes at the beginning of every month.Quicken LoansAussy Manuhu-Account ExecutiveMobile:? (415)726-5226?|?Fax:? (855) 455-5699Email:? aussymanuhu@Lender Paid Compensation: 1.50%Minimum Commission: $3,000.Maximum Commission: $20,000.You will need to go through a training with this lender before they will issue you a login. Please contact the AE directly for this.Selling/Listing agent cannot be the loan officer on the same transaction with this lender.Sierra Pacific Mortgage- Broker ID#C0544Milo Wishartmwishart@ C: 925.765-6456Lender Paid Compensation: 1.5%Minimum Commission: $3,000Maximum Commission: $20,000 Note: Please email Account Executive for rate sheets. U.S Bank Home Mortgage- Broker Code XVPMichael Erickson- Account Executivemichael.erickson@ D- 1-360-881-0044 Lender Paid Compensation: 1.50%For Rates and Guidelines: brokerloans Wholesale Broker Loans (Check Banking Line First)Comp Plan 1.75%Banking (correspondent) purchase investors highlighted below are available in every compensation plan, if it is a wholesale loan (not correspondent) you must abide by the wholesale compensation plan. Your compensation plan with Excel Mortgage Services must be within the compensation level of the wholesale lender or you cannot use that particular wholesale lender.Caliber Home LoansFlagstarLenderLive, LLCMB FinancialPRMGUnited Wholesale MortgageFinance of America Daniel Lam - Account ExecutiveC: 626-378-6193dlam@O: 925-872-8722F: 909-539-6639Lender Paid Compensation: 1.75% Minimum Commission: $3,000Maximum Commission: $15,000 Land Home Financial Services, IncDave Hoffman-Account ExecutiveDave.Hoffman@ Paid Compensation 1.75% Minimum commission-$3,000. Maximum Commission- $15,000.Parkside Lending, Bay Area – Broker ID# 710151390Dean Doering – Account Executivedeand@C: 415-209-3139Lender Paid Compensation: 1.75% Minimum Commission: $3,000Maximum Commission: $15,000 Note: Please email Account Executive to be added to daily emails/rate sheets.Plaza Home Mortgage Broker ID#210173Tammy Conigliotammy.coniglio@Office- 408-573-7880 -573-7880Cell- 925-787-1178Lender Paid Compensation: 1.75% Minimum Comp. $3,000. Max $15,000REMNAnastasia Svoboda – Account ExecutiveO:1.866.933.6342C: 949-423-5714F:1-866.685.2383asvoboda@Great FHA high balance pricingLender Paid Compensation 1.75% No max/minStearns Lending-Broker ID# 3813Mary Porcari-Account Executivemporcari@C: 408-710-9156F:866-240-9093Lender Paid Compensation: 1.75% Minimum Commission $3,500Maximum Commission $15,000Note: Please go to website for rates. username: fpfnorth-3password: ratesWestern Bancorp Broker ID# 226975 Cynthia Terry - Account ExecutiveO:?408.578.8700?|?C: 925-580-2802cterry@Lender Paid Compensation: 1.75%No minimum and no maximum setWholesale Broker Loans (Check Banking Line First)Comp Plan 2%Banking (correspondent) purchase investors highlighted below are available in every compensation plan, if it is a wholesale loan (not correspondent) you must abide by the wholesale compensation plan. Your compensation plan with Excel Mortgage Services must be within the compensation level of the wholesale lender or you cannot use that particular wholesale lender.Caliber Home LoansFlagstarLenderLive, LLCMB FinancialPRMGUnited Wholesale MortgageCaliber Home LoanWendy Flynn- Account ExecutiveMobile- 415-246-9676Fax -1-877-593-5287Email: wendy.flynn@WWW.Refer to your L.O. compensation AgreementCompany Lender Paid Compensation: On FHA DEALS ONLY (non-banking line Wholesale loans) 2.00% *VA APPROVEDMinimum Commission: $2,750.Maximum Commission: $20,000Carrington Wholesale Rodrigo De Alejandro – Account ExecutiveCell: (619) 306-0176rodrigo.dealejandro@ Lender Paid Compensation 2.00% $3,000 Minimum and Maximum commission- $15,000.Early loan payoff: 6 monthsFLAGSTAREmily Johnson- Account Executive (Seller ID 46968)Cell- 916.730.1282Customer Support – 866.945.9872 CUSTOMER SERVICE CAN HELP WITH MOST CONCERNSEmily.Johnson@wholesale.Company Lender Paid Compensation: On FHA DEALS ONLY (non-banking line Wholesale loans) 2.00% *VA APPROVEDMinimum Commission: $1,000.Maximum Commission: $15,000.OAKTREE FUNDINGTim Marsteiner- Account ExecutiveDirect- 480-568-7585tmarsteiner@ Paid Compensation 2.00%Provident Bank Mortgage – Bay Area Broker ID# 5197 Scott Alfstad- Account Executive916-350-0380salfstad@ Lender Paid Compensation: 2.00%Maximum Commission: $15,000 Note: Please email Account Executive for rate sheets. Wholesale Broker Loans (Check Banking Line First)Comp Plan 2.5%Banking (correspondent) purchase investors highlighted below are available in every compensation plan, if it is a wholesale loan (not correspondent) you must abide by the wholesale compensation plan. Your compensation plan with Excel Mortgage Services must be within the compensation level of the wholesale lender or you cannot use that particular wholesale lender.Caliber Home LoansFlagstarLenderLive, LLCMB FinancialPRMGUnited Wholesale MortgageMotive Lending Broker ID#Shane Harris-Account Executivesharris@D:949.270.7622C:949.212.0881Lender Paid Compensation: 2.5%Early loan payoff: 6 months of first payment date (so really 7+ months)Nations Direct Mortgage – Broker ID# 3154Julie McCan- Account Executivejmccan@P:?801.520.5277D: 949.381.1003Lender Paid Compensation: 2.5% Note: Rate sheet found online without a password. Early loan payoff: 6 months of first payment date (so really 7+ months)New Penn FinancialTrish Gonzales– Account ExecutiveM?310-882-3535?? Fax 484-594-2256tgonzales@ ??Lender Paid Compensation: 2.50% Pacific Union Financial-Broker ID# 61Christopher Call – Account Executivechris.call@P: 925-627-2763F: 925-520-2440 C: 916-208-0770Lender Paid Compensation: 2.50% Minimum Commission: $3,000 Maximum Commission: $20,000 PRMG Broker ID EXCMTG-000Sean Drake– Account Executivesdrake@O :951-278-0000 D: 916-849-7884 F: 951-547-7178Refer to your L.O. compensation AgreementVA APPROVEDCompany Lender Paid Compensation: On FHA DEALS ONLY (non-banking line Wholesale loans) 2.5%Minimum Commission: $3,000Maximum Commission: $20,000 *VA APPROVEDPRMG no longer will do JUMBO loans on the Banking side Wholesale onlyUnited Fidelity Funding Corp John Bell - Account Executivejbell@D: (949) 625.6070M: (949) 632.4746O: (855) 95-EAGLELender Paid Compensation- 2.5% United Wholesale Mortgage – ID#CA692Ashley Fitzgerald?– Account Executiveafitzgerald@ P: 800-981-8898 x 5689Refer to your L.O. compensation AgreementVA APPROVEDCompany Lender Paid Compensation: On FHA DEALS ONLY (non-banking line wholesale loans) 2.50%Minimum Commission: $1,750.Maximum Commission: $20,000 ................
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