Certified Agent Advantage Program. CNAS: Cartus Network Affinity Specialist 2013. Agenda. 2012 Program Performance 2012 Company Performance Standard Operating Procedures Service Performance Expectations Agent Generated Referrals HES Affinity Client Updates Navy Federal Credit Union
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Cartus Network Affinity Specialist
It makes Good Business Sense
New Standard Operating Procedure
“Always do more than is required of you”
– General George S. Patton
Our members look for a Real Estate Agent to highlight their commitment to outstanding service through….
Survey is from USAA and subject line of email :
USAA MoversAdvantage®Satisfaction Survey
Agent Name is referenced
In the question!
1) Ask the member if they informed USAA of their new email address within 2 weeks of closing. 2) Unfortunately, USAA cannot re-trigger MAP email surveys. Members are always welcome to contact usaa.com to provide feedback
Program Rating = Question #11
Top 2 Blocks are referred to as
Agent Rating = Question #10
Founded in 1933
4.4 Million Members as of 2012
Ranked number 56 on Fortune's 100 Best Companies to Work For list in 2012
Asst. Vice President
Real Estate Lending
Navy Federal Credit Union
REALTYPLUS – 2012-Another Record Year!
Did you know? There are 5 primary sources of members reaching Realty Plus
Some benefits members receive:
Closing costs up to $2,500*
Personal guidance from first call to closing, 7 days a week
No application fee*
Competitive interest rates and points, including a no-point option
No fees for underwriting, document preparation, notary service or document copying
No PMI on most conventional loans
No hidden fees or surprises at closing
Navy Federal service for the life of your loan
Rate lock options
Bi-weekly payment plans
No prepayment penalties
Loans available nationwide
Need Mortgage Assistance?
Contact Local Navy Federal Team Members
* Limited time offer
Including : Conventional, FHA, VA, 100% Buyer’s Choice®, & Active Duty Choice® Mortgages
Banner NFO Web Offerings
Discover Home Loans and The Real Estate Rewards program launched October 2012
In KS and TN Discover Gift Card Offered
*All Time Record
When to Use
This procedure is required (not optional) for all USAA MoversAdvantage® referrals.
Over 3,100 requests sent in 2012
Note: Closing date is set and rate is discussed/locked AFTER the MEMBER calls USAA Bank at 1-800-531-USAA (8722) to begin Step 2. Purchase agreement required.
STEP 1: GET PRE-APPROVED
STEP 2 : CONVERT PRE-APPROVAL TO MORTGAGE APPLICATION
STEP 3: SEND IN REQUIRED DOCUMENTATION FOR UNDERWRITING APPROVAL
Note: If at anytime during the Pre-Approval, Loan Application, or Appraisal Process something changes related to employment, assets, credit or the purchase contract, please notify USAA immediately.
Updated February 2013