The Apex Loan Officer Growth Program:

Owners who originate:

The four Partners of Apex still originate mortgage loans daily, some at a very high volume, and have their finger on the pulse of the needs and pain points loan officers deal with during the loan process. In other words, they speak your language and always have their origination hat on when it comes to the daily life of a loan officer.


Team Training: 

Team Training program to help you source, hire, onboard, and train sales assistants, dialers, and biz dev reps to grow out your business so you can run it like an entrepreneur and focus on your highest and best use activities.

We help set the stage for success by arranging:

Expert Speakers – Whether we’re bringing in nationally-renowned mortgage executive Barry Habib to coach our Mortgage Bankers on the latest tools, enlisting internationally-known author Bill Cates to provide insight on building referral partnerships, or hosting Tim Braheem to inspire us to uproot the barriers to our success, we always maintain an undercurrent of expert perspective to help our originators sharpen their business strategy. See who else we've brought in!

Regular Coaching and Mentoring – We supply the routine mentoring and coaching sessions you need to set goals, get inspired, and become the team leader you were meant to be.


Tech Stack:

At Apex, we never stop improving our tech stack (technology stack) to make sure our originators have all the cutting edge tools needed to support their efforts.

Our marketing team is constantly researching, demo’ing and rolling out new tools for our originators to opt into. Whether it’s the best presentation software out there, an industry leading CRM and lead management tool, a mobile app to help buyers, simple to use software to easily create content rich videos, and access to great co-marketing tools to help support our Realtor® partners, we never stop looking for the best tools in the market.

End to end Tech Stack to include lead management systems, CRM, presentation tools and training, best in class video software, referral source specific certifications, advanced social media content, company mentors to help with growth and development and a full service marketing team to help you implement it all. Click here to see what we're using!


Mortgages Under Management: 

Apex's Mortgage Under Management program is our way of promising our customer's that we will monitor their loan throughout its entirety. Every loan officer that works for Apex is enrolled in our Mortgage Under Management program through which our marketing team helps keep you top-of-mind to your customers. Our Quarterly RateWatch Reports, Annual Reviews, and ability to Adopt-A-Loan make it easy for you to keep your current customers happy and informed about their mortgage, as well as gain referrals and client retention. Learn more about Mortgages Under Management here.


Apex in Action:

Apex in Action is our program for doing well by doing good. The program was created to support the organizations and causes our employees value by providing our team with opportunities for giving and volunteering. Whether we’re collecting food, books, school supplies, or coats, our drives have helped combat homelessness, hunger, under served students, and workforce inequality. Read more about Apex in Action here.


High End Events:

Apex hosts High End Events throughout the year for you to invite your Realtor partners and prospects to. Build business partner relationships, perfect your process, and deepen your ties with the community with the opportunities at Apex Home Loans.

Spring Housing Briefing: Every year, Apex hosts the area’s top realtors to present an industry forecast from an expert in economics. The event helps agents prepare for what’s coming so that they can maximize their impact on the market, thanks to your invitation! Catch our video of the 2016 event to learn more.

Apex Author Series:
 We regularly bring in authors in the housing and financial services industries to speak to our top referral partners, whether that be Financial Advisors, Realtors, Attorneys and more. Catch a glimpse of the Apex Author Series experience from our event with Nobel Laureate and Co-Founder of the Case-Shiller Index, Robert Shiller.



Chief eXperience Officer: 

An internal Chief eXperience Officer that can not only help you develop a great customer experience strategy, but can teach you best practices to generate top quality reviews from customers and referral partners. 


Customer eXperience Officer, Steve Dorfman, is finding ways to:

  • Enhance customer and employee experience. According to Gartner research, by the end of this year, 89% of companies expect to compete primarily on the basis of customer experience. By refining our customer service programs, Steve is inspiring even more delight, engagement and loyalty among our customers.
  • Serve as the front line to addressing unhappiness during the mortgage process. With our multi-touch survey system, we always have an idea of how our customers are feeling, and our CXO ensures that any issues are handled professionally and immediately, ultimately boosting our Loan Officers’ referral and return business.
  • Keep doing things right, but also to do them better. Our closed loop survey system, NPS scoring (system of rating customer satisfaction), employee experience committee, and CXO are all puzzle pieces in our larger path to innovation.

Product Menu: 

A wide Product Menu inclusive of all the standard loan programs plus construction, non QM, All in One Loans, and more!


Next Level Marketing Support: 

Mortgage originators need the right marketing strategy and support to keep their business thriving.

That’s why at Apex we have made a tremendous commitment to marketing, staffing an experienced team which includes a graphic designer, event planner and digital strategist  to attend to your every need.

The scale of our marketing department allows all mortgage originators at Apex to have a dedicated internal account manager, helping to ensure you're leveraging all our cutting edge tools and getting all the help you need to succeed. Take a sneak peak at our marketing support.


End to End Control:  

Full End to End control of an independent mortgage banker with in house processing, appraisal management, underwriting, closing and funding.

The benefits of our in-house arrangement will blow you away. Whether you’re taking a team huddle with your processor and planner or walking down the hall to ask your underwriter a question you’ll receive…

  • Complete in-house control over processing, underwriting, closing, and loan funding, ensuring a seamless loan process and clean closings.
  • Responsive and accessible management.
  • With a 2:1 staff to sales ratio, you won’t have to worry about any HR, payroll, quality control, accounting, closing, or compliance issues.


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