While many of the national mortgage companies are right sizing and overcorrecting in all markets, Caliber Funding is opening new markets and introducing the future of retail lending. Caliber Funding was specifically established to meet the requirements of the radically transformed mortgage industry. We provide everything you need to operate at peak efficiency - advanced technology, diverse products, expert support and superior customer satisfaction.

Please click on the appropriate Retail Discovery Questionnaire link below according to your current business model (Corporate Branch, Broker or Profit Sharing model), complete the Survey Questionnaire, and we’ll contact you to discuss the Caliber retail opportunities that are the best match for your company.

For More information about both affiliate and corporate branch opportunities in your region, please contact our National Director of Retail Lending:

Cary Ridenour
National Director of Retail Lending
520-351-7223
Cary.Ridenour@CaliberDirect.com

Retail Discovery Questionnaires

Production - Corporate Branch
Producing Manager			Number of branches you oversee:
Est. # of Los you would expect to retain:			Est. Volume you would expect to retain ($):
What % of total volume is your production			Est. # Units you expect to retain

% Purchase Vol:	% Conventional Vol:	% Jumbo Vol:
% Refinance Vol:	% FHA Vol:	% VA Vol:
Current Fee income to branch per file ($):	Current Fee to Corporate per file ($):

Expenses - Your existing pay structure
Manager Base Salary ($/month)		Manager Bps Override
Est # of LOs Expected to Retain		LO Base Salary ($/month)
LO Commisson Structure (in % or bps)		Avg LO Comm Split (in % or bps)
# of Processors you expect to retain:		Avg Processor Base Salary ($/month)
Processor Per File Bonus ($)		# Support Staff Expected to Retain
Avg Support Staff Salary		Support Staff Bonus
# UW/Closers/Funders Expected to Retain		Avg UW/Closer/Funder Salary ($/month)

General Notes
Strengths of your current model/company:
Weaknesses of your current model/company:
Current forms of Marketing/Lead Generation:
Most Common Source of business:

Production - Broker
Producing Manager			Number of branches you oversee:
Est. # per Month Total Units Expected to Retain			Est. Volume you would expect to retain ($):
What % of total volume is your production			Est. # Units you expect to retain

% Purchase Vol:	% Refinance Vol:
% Conventional Vol	Avg Conv. Loan Amt	Avg Conv Fee Income per File
% Gov Vol:	Avg Gov Loan Amt	Avg Gov Fee Income per File
Avg Per File Overage % (included: YSP, Origination, Discount) :

Expenses - Existing Pay Structure

Manager Base Salary ($/month)		Manager Bps Override
Est # LOs you would retain		LO Base Salary ($/month)
LO Comm Structure (Profit v Volume based)		Avg LO Comm Split (% or Bps)
Est # Processor you would retain		Avg Processor Base Salary ($/month)
Processor Per File Bonus ($)		Est # Support Staff you would retain
Avg Support Staff Salary ($/month)		Support Staff Bonus

General Notes
Strengths of your current model/company:
Weaknesses of your current model/company:
Current forms of Marketing/Lead Generation:
Most Common Source of business:

Production - Profit Sharing
Producing Manager			Number of branches you oversee:
Est. # of Los you would expect to retain:			Est. Volume you would expect to retain ($):
What % of total volume is your production			Est. # Units you expect to retain

% Purchase Vol:		% Refi Vol
Conv Margin		Gov Margin
% Conv Volume	Avg Conv Loan Amt		Avg Conv Fee Income/File
% Gov Volume	Avg Gov Loan Amt		Avg Gov Fee Income/File
% Brokered Volume		Avg Brokered Fee Income/File
Avg Per File Overage % (Includes: YSP, Origination, Discount)

Expenses - Existing Pay Structure

Manager Base ($/month):		Manager Net Profit %
Est # LOs to be Retained		LO Base Salary ($/month)
LO Comm Structure (Profit/Volume)		LO Comm Split (% or Bps)
Est # Processors to be Retained		Avg Processor Base Salary ($/month)
Processor Per File Bonus ($)		Est # Support Staff to be Retained
Afg Support Staff Salary ($/month)		Support Staff Bonus
Est # UW/Closer/Funder to be Retained		Avg UW/Closer/Funder Salary ($/month)
Per File Fee to Corporate ($)

General Notes
Strengths of your current model/company:
Weaknesses of your current model/company:
Current forms of Marketing/Lead Generation:
Most Common Source of business:
Exclusive Territory(ies)?:

Please select your current branch business model below:

Broker

Corporate Branch

Profit Sharing branch

Privately held mortgage banker

Retail Discovery Questionnaires

Broker

Corporate Branch

Profit Sharing branch

Privately held mortgage banker

Caliber Funding, 603 N. Wilmot Road, Tucson, Arizona 85711. Copyright © 2008. Equal Housing Lender. Equal Opportunity Employer. Some products may not be available in all states. This is not a commitment to lend. Restrictions apply. All rights reserved.

Caliber Funding, 603 N. Wilmot Road, Tucson, Arizona 85711. Copyright © 2008.
Equal Housing Lender. Equal Opportunity Employer. Some products may not be available in all states.
This is not a commitment to lend. Restrictions apply. All rights reserved.