MReport January 2018

TheMReport — News and strategies for the evolving mortgage marketplace.

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TH E M R EP O RT | 31 VALUATIONS PROVIDERS SPECIAL ADVERTISING SECTION // PROPERTY VALUATIONS GUIDE Pro Teck Valuation Services KEY PERSONNEL Thomas O'Grady Principal and CEO Basil Pallone Chief Financial Officer Jeff Dickstein Chief Compliance Officer Matt Jenkins Chief Operating Officer STAFFING 145 employees CONTACT INFORMATION Sarah Baldo EVP, Sales Phone: 781.314.1857 Email: 307 Waverley Oaks Road, Suite 305 Waltham, MA 02452 Phone: 800.886.4949 Web: CORPORATE PROFILE Pro Teck Valuation Services is a national provider of appraisal management and residential real estate valuation services. With a sharp focus on accuracy, compliance and customer service, Pro Teck works with lenders, loan servicers and investors to im- prove risk management through superior real estate collateral information. COMPANY HISTORY Pro Teck Services was established in 1977, provid- ing a variety of services including credit reporting and property casualty appraisals. In 1990, current CEO Tom O'Grady joined the company, obtained his appraisal license and refocused the business on residential real estate valuation. In1994, O'Grady purchased the company and became its CEO. Since that time the company has become a national provider of valuation services, with 145 full-time em- ployees and more than 40,000 real estate profes- sionals in its National Partner Network. REGULATORY COMPLIANCE Jeff Dickstein, Pro Teck's Chief Compliance Officer, oversees compliance with AMC laws including specific audits, panel management and compliance with Dodd/Frank and TILA. Pro Teck also follows compliance with clients as outlined in Interagency Appraisal and Evaluation guidelines. Dickstein is involved in a number of industry groups that track and participate in regulatory compliance, including: • Real Estate Valuation Advocacy Association (REVAA); President, 2018 • The Appraisal Foundation; Board of Trustees • Collateral Risk Network (CRN) • National Association of Appraisers (NAA); Government Affairs Committee • Association of Appraisal Regulatory Officials (AARO) BUSINESS LINES, SERVICES, AND PRODUCTS Pro Teck is a national provider of Appraisal Management (AMC) and residential real estate valu- ation services. Pro Teck delivers a comprehensive suite of valuation products to originators, services and investors, including: • Appraisals • Desktop appraisals • Hybrid valuation solutions • BPOs • Desktop reviews • AVMs • Data and analytics COMPETITIVE ADVANTAGE Intelligent Quality Control (IQC) IQC is at the core of our customer promise. Pro Teck has an extensive, documented quality control process that seamlessly integrates both automated and human review to provide the best possible prod- uct. Pro Teck believes in investing on the front end. That means placing orders with the best partner for the assignment, and giving the company's partners the tools and workflow needed to proactively ad- dress all exceptions in an effort to get it right the first time and make your operation more efficient. Technology Pro Teck has a track record of introducing innovative products and tools to meet client and partner needs. Pro Teck's proprietary platform provides an easy to use interface designed to collect and report on the most accurate real estate information. Pro Teck has integrated directly with many clients, including proprietary platforms, and the company recognizes that supporting client's technology and system requirements is critical to supporting workflow and information management. Pro Teck also works hard to provide its partners with easy to use order man- agement and communication tools to ensure the company is proactively communicating order status throughout the lifecycle of an order. Partners Pro Teck views our appraisers and broker/agents as partners—and treat them as such. Pro Teck puts a tremendous amount of effort into building lasting and meaningful partnerships by offering the company's strongest partners access to Preferred Panel, which provides exclusivity and other benefits. In addition, Pro Teck offer all our partners access to a robust library of Pro Teck training and industry updates. KEYS TO YOUR SUCCESS Pro Teck's keys to success are outlined in the com- pany's Customer Promise: • To deliver the most accurate valuations possible • To demonstrate the highest levels of customer service and account management, with continuous improvement throughout the term of the relationship • To configure a solution to meet current market and regulatory requirements, as well the ability to recognize and adapt to changing market conditions, compliance directives and business strategies • To support progressive IT and integration initiatives • To provide exceptional pricing that supports the highest quality and service standards

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