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38 | TH E M R EP O RT BEST IN ORIGINATION BEST in ORIGINATION SERVICES Special Advertising Section KEY PERSONNEL Eric Egenhoefer President and CEO Kevin Gillespie COO Kevin Allen SVP - National Sales Manager Kerry Wirth SVP - Loan Operations STAFFING Waterstone Mortgage has over 700 employees. CONTACT INFORMATION N25 W23255 Paul Road Pewaukee, WI 53072 Phone: 262.691.9300 Email: info@ waterstonemortgage.com Web: WaterstoneMortgage.com Waterstone Mortgage Corporation COMPANY DESCRIPTION With a primary focus on supporting loan origina- tors, Waterstone Mortgage Corporation is a com- pany built around what these professionals need to be successful. Aside from offering their loan professionals superior support, such as in-house marketing, legal/compliance, and loan processing support, they also equip them with a wide variety of innovative loan products. Another part of the forward-thinking mentality is Waterstone Mortgage's ability to provide effective technology to their loan originators. They have several proprietary systems that were developed with the objective of making the mortgage process efficient, streamlined, accessible, and uncom - plicated, which ultimately leads to origination excellence. BUSINESS LINES, SERVICES, AND PRODUCTS Waterstone Mortgage offers a variety of loan products that allow virtually every potential home- buyer to pursue their dream of homeownership, including: • Conventional, FHA, VA, and USDA loans • 100 percent LTV Wealth Building Loan • Jumbo and super jumbo loans (including jumbo loans with up to 95 percent LTV) • Medical professional programs • First-time homebuyer programs • Refinance options KEY FEATURES/BENEFITS Purchase Focus One of the defining factors at Waterstone Mortgage is their commitment to purchase loan financing. Because they focus on purchase loans, they are able to offer a level of purchase expertise that isn't common with many other mortgage lend - ers. Approximately 90 percent of their business is comprised of purchase loans. Innovative Technology In terms of technology, Waterstone Mortgage has many up-and-coming systems and products that they're excited about. They use mobile technology to interface with borrowers and their sales force and are currently working on implementing direct data solutions and smart document imaging to improve efficiency in the mortgage loan applica - tion process. Sales-Based Culture Waterstone Mortgage is able to excel in loan origination due in part to its unique sales-based culture. Loan originators are able to attend regular training and conference opportunities, where they share techniques and best practices for boosting business. Top producers are also recognized on a regular basis. KEYS TO SUCCESS • Product variety • Operational efficiencies • Cutting-edge technology • Sales-based culture • Dedicated employees INDUSTRY AWARDS, ACCOLADES, AND MILESTONES In 2015, Waterstone Mortgage surpassed $2 billion in annual loan origination volume. Notable awards include: • 2015 KOFAX Best Mortgage Solutions • 2015 Ellie Mae Hall of Fame Award for Outstanding Efficiency & Return on Investment • 2016 Ellie Mae Hall of Fame Award for Exceptional Achievement in Business Growth TESTIMONIAL "Coming to Waterstone Mortgage as a smaller branch, I was a little worried that my branch could be overlooked as the 'small fish' because we wouldn't have the huge volume of some of the larger branches. But my team didn't experience that at all. Waterstone Mortgage's corporate and executive management teams made us feel very important and appreciated. With the support and tools that Waterstone Mortgage offers, our loan origination achievements are greater than we could have anticipated." —Bill McLeod, Branch Manager, Greenwood Village, Colorado 3MReport.indd