Branch Application Form

Items Needed for Approval

Congratulations!

You've taken the first step to growing your business.

At MortgageRight, we're all about speed. To help make sure we get you approved as quickly as possible, below is a list of all the documents needed to get the process started:

~ interview worksheet

~ complete application

~ 12 Months Loan Production report

~ copy of your Driver's License

~ copy of your Social Security Card

~ current pay stub

~ copy of any current commercial lease agreements (rent/equipment/etc)

~ copy of your current employee contract/non compete

As soon as this information is received, it will be immediately submitted for approval. If you have any questions, please feel free to reach out to me.Thank you,

Beth Kinnell

Branch Acquisition

Direct line: 205-545-7743

Cell: 205-901-5547

beth.kinnell@mortgageright.com

MortgageRight Branch Application

Basic Information
What MortgageRight Partner are you working with?*
If you aren't working with a MortgageRight partner, put "Not working with a MortgageRight Partner"
What MortgageRight Partner are you working with?*
Branch Manager Name :
Will there be a Co-Branch Manager?*
Personal Email:
Current Employer:
Reason you are leaving your current company?
On-boarding time frame:
Are you a LO, Producing or Non-producing manager?
Current Set up/Structure (PNL or company branch):
Are you a state licensed LO?
What states are you currently licensed in?
Do you have a current lease?
Monthly Rent Amount?*
Length of Lease?*
Number of years of experience originating mortgage loans?*
What are your current benefits?
What is your current LOS System?
What is the system you currently use for pricing?
What lead marketing system do you currently use?
Do you currently have your own gear (ie. computers, printer, phones or scanners)?
Who will be doing your processing (corporate or local)
Production Information
What were your personal production numbers for the last 12 months?
How many people are on the team or is it just you? Break down your team including production by loan officer if applicable.
How many units did you do in the last 12 months?
Average number of loans closed per month?*
Average dollar volume of loans closed per month?*
Average revenue generated per closing?*
What is your current commission structure? %, bonus, salary, etc*
Where do you get your loans? (realtors, lead generator etc)
What was your income in the most recent full year?*
What is your W-2 income from last year?
Please indicate, by percentage, what your historical product mix has been for the past two years.
Conforming:*
Government:*
Please indicate, by percentage, what your historical production has been for the past two years.
Purchase:*
Refinance:*
Please indicate, by percentage, what your historical production has been for the past two years.
Conforming:*
Non-Conforming:*
List your three (3) top investors with whom you have closed loans in the past 12 months:
1.*
Phone:
2.*
Phone:
3.*
Phone:
May we contact them?*

YESNO
3. Do you currently have a commercial space*

YESNO

MortgageRight Application
Disclaimer and Signature
I certify that my answers are true and complete to the best of my knowledge. If this application leads to employment, I understand that false or misleading information in my application or interview may result in my release.
Signature*

Clear
Date:*

MonthDayYear
Date
MortgageRight Application
Background Check Authorization and Release
A background check is required periodically for each Employee:
1. In connection with my application for employment and/or continued employment, I understand that a consumer report or an investigative consumer report may be requested that will include information as to my character, work habits, performance, and experience, along with reasons for termination of past employment. I understand that as directed by my company policy and consistent with the job described, you may be requesting information from public and private sources about my workers compensation injuries and claims, driving record, court record, education, references and credit. Also, I am willing to submit to drug testing to detect the use of illegal drugs prior to and during employment.
2. Medical and workers compensation information will only be requested in compliance with the Federal Americans with Disabilities Act (ADA) and/or any other applicable state laws. According to the Fair Credit Reporting Act, I am entitled to know if employment is denied because of information obtained by my prospective employer from a consumer-reporting agency. If so, I will be notified and given the name and address of the agency or the source, which provided the information.
3. I acknowledge that a fax or photocopy shall be as valid as the original.
4. I hereby authorize, without reservation, any law enforcement agency, institution, information service bureau, school, employer, reference or Insurance Company be contacted by Mortgage Right or its agent, to furnish the information described herein.
5. I agree, that this authorization shall remain in effect from the date of my affixed signature, and as long as I remain employed by Mortgage Right. This authorization will be utilized, periodically, to update employee background information. The following information is required by law enforcement agencies, local, state and federal, and other entities for positive identification purposes when checking public records. It is confidential and will not be used for any other purposes. I hereby release the employer and agents and all persons, agencies, and entities providing information on reports about me from any and all liability arising out of the requests for release of any of the above-mentioned information or reports.
Signature:*

Clear
Date:*

MonthDayYear
Date
Print (Last, First, Middle)*
MortgageRight Application
Approval Items Checklist
Congratulations! You’ve taken the first step to growing your business. At MortgageRight, we’re all about speed. To help make sure we get you approved as quickly as possible, please upload the following documents:*

This application & Background Release Form12 Months Loan Production reportCopy of your Driver’s LicenseCopy of your Social Security CardCurrent pay stubCopy of any current commercial lease agreements rent/equipment/etc
For any other questions please contact:

Beth Kinnell

Office: 205-545-7743

Cell: 205-901-5547

beth.kinnell@mortgageright.com
Browse Files

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Pre-Employment Policy For Existing Industry Professionals

Thank you for expressing interest in MortgageRight. This acknowledgment is intended to serve as a notice of the company’s policies and best practices for candidates being considering for employment.

MortgageRight recognizes that your relationships with borrowers and referral sources are important to your success. If you decide to join our team, we will begin putting pieces in place to make sure your transition is as smooth as possible leading up to your start date. As you close loans and work through any notice period with your current employer, we recognize that you may inform previous clients and referral partners of your plans to join our team. If you have clients that express interest in working with MortgageRight they will need to make applications directly through our ConsumerConnect platform. Our Transition Team consists of licensed loan originators and loan assistants that will work specifically to ensure the highest level of service to any new applicants. As a reminder, until you are officially a MortgageRight employee you cannot be actively involved in processing or originating loans with our company and our team cannot accept borrower information from you or anyone on your team. This certifies we meet requirements in regard to borrower privacy and helps you maintain your fiduciary responsibility to your current employer.

When you become an employee of MortgageRight, you will be given access to our loan origination system, the DiscoverRight intranet, and full access to our internal marketing team. Please do not take borrower details or proprietary information from your current employer. Following these steps will help ensure a quick start and smooth transition to MortgageRight.

Please sign below to acknowledge
Signature*

Clear
Date*

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Date

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MortgageRight Branch Application

Production Information