rob's report

Our results are finalized for the month of February, an improvement over our January numbers. We closed 142 loans for $39.2 M, an increase of 17 loans and $8 M! Applications were at 196, an improvement of 22 (in the shortest business month of the year too!) and total pipeline volume ended at 412 loans for $116 M, an increase of 33 loans and $6 M. There was a very slight uptick in Lock numbers (160 vs Feb 157), future lock volume down a smidge, $40.6 M compared to $42 M.

All in all, an improvement and a step in the right direction!

We have 160 loans in March's pipeline totaling $40.6M.

• March 1: Jennifer Wahlin
• March 3: Sheri Legge
• March 3: Peyton von Hirsch
• March 6: Clark Hetzler
• March 10: Leo Harvey
• March 14: Lorinda James
• March 14: Tanya Shade
• March 15: Joe McMeans
• March 19: Russell Brown
• March 23: Peter Yuen
• March 27: Carmen Holt
• March 27: Chris Valianos
• March 29: Julia Phifer
• March 29: Warren Thrasher
• March 30: Alyson Hansen

• Paul Hayden - Mortgage Loan Officer - Wilmington, NC
• Steven Botulinski - Mortgage Loan Officer - Matawan, NJ
• Maria Marquis - Mortgage Loan Officer - Raleigh, NC

Ways To Qualify:

• AUTOMATIC QUALIFIER! Loan Officers/Branch Managers with 18M or 90 units will automatically qualify.
• *Loans that you refer and close through the referral desk (or renovation and reverse mortgage specialists, Gina and Julia) will be included in your total numbers.

Rules:

Winner must still be employed by TMSI at the time of the trip or the trip will be forfeited. The trip is non-transferrable and may not be exchanged for its cash equivalent.

TRIP DATE:

Wednesday, October 9-Saturday, October 12, 2024 (Check out fly back Saturday).

DESTINATION:

Secrets Wild Orchid Montego Bay

2023 PRESIDENT'S CLUB

current standings

Automatic qualifiers

(18M OR 90 UNITS)

1. Traci Rizer – Grasonville, MD $7.4 M/25 Units
2. Patrick Dozler - Little River, SC $6.9 M/24 Units
3. Peyton von Hirsch - Virginia Beach, VA $5.3 M/9 Units
4. Kathy Martinez - Colonial Heights, VA $2.7 M/12 Units
5. Lorinda James - Virginia Beach, VA $2.36 M/6 Units
6. Tim Dixon - Camp Hill, PA $2.33 M/10 Units
7. Dave Demmer - Clarion, PA $2.2 M/16 Units
8. Ben Munson - Virginia Beach, VA $2.1 M/8 Units
9. Joe McMeans - Camp Hill, PA $1.8 M/7 Units
10. Eddie Holt - Virginia Beach, VA $1.78 M/6 Units
11. Ray Ward - Virginia Beach, VA $1.73 M/6 Units
12. Angie Sebree - Virginia Beach, VA $1.7 M/9 Units
13. Peter Yuen - Newport News, VA $1.69 M/5 Units
14. John Macchiarelli - Matawan, NJ $1.66 M/5 Units
15. Jonathan Matthews - Myrtle Beach, SC $1.6 M/5 Units
16. Maureen Milicich - Virginia Beach, VA $1.5 M/ 3 Units
17. Marquisa Edmond - Wilmington, DE $1.485 M/ 6 Units
18. Beth Jourdan - Virginia Beach, VA $1.481 M/5 Units
19. Michelle Capullo - North Palm Beach, FL $1.29 M/4 Units
20. Matthew James - Virginia Beach, VA $1.24 M/3 Units
21. Rita Feasenmyer - Colonial Heights, VA $1.19 M/6 Units
22. Jeremy Krupnick - Virginia Beach, VA $1.15 M/3 Units
23. Joshua Sager - Virginia Beach, VA $1.14 M /4 Units
24. Jim Belote - Virginia Beach, VA $1.11 M/4 Units
25. Gina Moore - Virginia Beach, VA $1 M/3 Units

Jen wahlin

Compliance Officer, Virginia Beach, VA

Jen grew up in Northern Virginia and moved to Omaha to complete her bachelor’s degree in Human Resources at the University of Nebraska – Omaha. Not caring for the cold weather and snow, she moved to Tucson, AZ after she graduated. In 2002 she moved to Virginia Beach to be near her family.

She worked in banking during college and started in the mortgage industry in 2002. She has been a closer since that time with various companies and last year moved into Regulatory Compliance. Jen loves the fast pace and always learning something new.

Her 2 sons, Ryder 16 and Trent 12 are her world. She enjoys spending as much time as possible with them if she can pry the video games out of their hands long enough. Last year, Jen became a new dog mom to Odin who is 1 and Jabba who is 7. They are spoiled of course and share the house with her and her fiancé Chris.

Thank you to the following employees for their hard work and dedication to TMSI.

• Lorinda James, Vice President/Senior Loan Officer 18 Years
• Maureen Milicich, Senior Loan Officer 14 Years
• Bill Forrest, Senior Loan Officer 14 Years
• Peter Yuen, Branch Manager/Senior Loan Officer 14 Years
• Dawn Sipe, Vice President of Risk Management 9 Years
• Ryan Catalan, Network Security Engineer 8 Years
• Cherrie Pavone, Operations Trainer 8 Years
• Kathie Testerman, Loan Officer Assistant 7 Years
• Trudi Williamson, Underwriter 7 Years
• Lori Fletcher, Processor 7 Years
• Margaret Horton, Set-Up Team 6 Years
• Kelly Valentine, Closer 6 Years
• Crystal Sanchez, Processor 3 Years
• Joe Setting, Mortgage Loan Officer 2 Years

WE WOULD ALSO LIKE TO RECOGNIZE THE FOLLOWING PEOPLE FOR BEING WITH US FOR 1 YEAR!

• Trisha Baud
• Kayla Strickland
• Donna Heinrich
• Michelle Capullo

EMPLOYEES OF THE MONTH

alisha whited

Processor, Virginia Beach, VA

natalie doheny

Set Up Team, Virginia Beach, VA

tmsi holds "we love working with you" Realtor event

TMSI Hosts second virtual sales coaching workshop: Running a productive daY

TMSI's Craig Minton has invaluable experience with realtors after sales coaching workshop

I simply wanted to report "from the field", these Doug Smith seminars are extremely valuable to all of us "in the trenches". While the content is extremely informative, it is the in-person face time we get from the agents that's invaluable!

Not only did both agents stay for 45 minutes AFTER the seminar to further discuss time management strategies but I have been invited for lunch this Friday with both agents. It would not of happened if it wasn't for TMSI sponsoring these seminars.

TMSi honors black history month

TMSI TO OFFER PATH TO DIVERSITY SCHOLARSHIP

The Path to Diversity Scholarship Program recognizes existing industry professionals who are seeking to advance their careers through continuing education. Recipients receive a voucher to cover course registration fees, up to a maximum of $2,000, for popular MBA Education courses and designation programs. This education opportunity enables employees from diverse backgrounds to advance their professional growth and career development.

Scholarships awarded under the Path to Diversity program can also be used towards six upcoming MBA Conferences where attendees can obtain Continuing Professional Education (CPE), Continuing Legal Education (CLE) or Society of Human Resources Management (SHRM) credits.

Since the scholarship is only a voucher to cover registration fees, TMSI will cover the cost of travel and hotels for any conference if necessary to any awarded applicant!

For more information on application requirements, eligibility, or to apply, click here.

TMSI Monthly corporate call

For those of you who might not have participated, Rob conducts a monthly corporate call using Zoom Video Conferencing. Although these calls are not mandatory, we encourage everyone to join, if possible. A lot of important and relevant information is covered and we do not want anyone to miss out. If you are not able to join the meeting, Mike Martin, Vice President of Project Management, makes a recording of the call each month and you can listen upon request.

Below, please find the information for the next scheduled call:

Monday, march 6 at 10:00 AM

https://zoom.us/j/430984999

Meeting ID: 430 984 999

One tap mobile

+16465588656,,430984999# US (New York)

+17207072699,,430984999# US (Denver)

Dial by your location

+1 646 558 8656 US (New York)

+1 720 707 2699 US (Denver)

Meeting ID: 430 984 999

Find your local number: https://zoom.us/u/acRR8rls6N

TMSI is proud to offer the services of the Referral Desk to our hard working employees.

Earn 50 Basis Points

(.5% of the loan amount) when your referred loan closes.

For Example, A $300,000 Referral Loan Would Earn You

$1,500

• For licensed Loan Officers this applies for loans sent in because you are not licensed in the subject property state.

• For non-Loan Officer employees or support staff this applies to any loan sent in.

• Huge pricing incentives (reduced rates/lender credits) on any personal mortgage loans. Due to the increased incentive, the 50 Basis point commission does not apply to personal loans.

Please contact the Referral Desk with questions!