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Juan & Doug - Multi-cultural Lending Growth Playbook

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JuanFleitas&DougBenevides

VPs,ProducingAreaLeadersforNAFMulti-culturalLending

Greater Chicagoland Market

19% OFTHEOVERALL POPULATION POPULATION

30.7 LATINOMEDIANAGE 58.8% LATINO HOMEOWNERSHIPRATE

67.4% GENERALPOPULATION

LATINOSWERE RESPONSIBLEFOR OFHOMEOWNERSHIPGROWTH OVERTHELAST10YEARS 4 NAHREPREACH CHAPTERS INILLINOIS

55.9%

Sources:US

Your8-County RegionalTerritory

Thisisn'tjustaterritory,it'sachance tobuildsomethingtrulytransformative withadedicatedgrowthteamand executivebacking.

Kane
Dekalb Kankakee
Cook
DuPage
Will McHenry
DeKalb Kane
McHenry
Will
DuPage
Lake
Kankakee
Cook County

YourGrowthTeam

SamEllsworth JasonBryant DaiWilliams

EVPNationalStrategicGrowth RegionalManagerStrategic Growth&Recruiting

TalentAcquisitionSpecialist LilianaFlores

TalentAcquisitionSpecialist

MosiGatling RoyTaylor

SVPStrategicGrowth&Expansion Regional VP LarrySteinway Regional,VP

AtNAF,youhaveasupportivenetworkalwaysreadytolendahandandhelpyouachieveyourgoals.

Red Zone Framework

- The Funnel GreenCreating YellowCultivating RedConverting

TheGrowth Playbook Philosophy

New meetings & introductions fueling the pipeline.

Withstructuredmeetings,transparent reporting,alignedexecutivesupport,and clearconversionmetrics,growthbecomes:

Growth Cadence & Accountability

Weekly meetings with Jason Bryant: Review aligned growth strategies, candidate progress, and gaps in the funnel.

Red Zone Calls (Weekly/BiWeekly):

Pipeline review of meetings, next steps, and conversion opportunities.

Reporting & Metrics Dashboard:

Activity tracking across Green, Yellow, and Red stages to ensure accountability.

Deep dives, Ignites, LOIs, marketing, products/ops discussions and private visits.

Predictable Drivenbycadence &accountability Scalable Poweredbya coordinatedteam

What You Expect with NAF

4-6 Recruiting Leads per Month in your aligned region, directly from the Regional Market Manager.

A high conversion recruiting funnel that supports you every step of the process.

Offers extended, counters reviewed, and signed hires secured.

Builtonconsistentselfsourcingandpipelinehealth

A team and structure designed to help you close recruits across the finish line, ensuring consistent growth in your market.

End-to-EndSpanishExperience

We Don't Just Translate — We Create Cultura

CulturalConnection: ApplicationtoClosing

DedicatedLatinoNAFteam memberateverystep

LegaldocsinSpanish— culturallyadapted,notjust translated

Online&in-personflexibility

Bilingualservice+smart technology

AuthenticCommunication: "ConectamosconCorazón" LoanSolutionsBuiltfor LatinoFamilies

Spanglishfluency—we speakyourlanguage, literally

Targetedoutreach(Mexican, Brazilian,andbeyond)

Sharedtraditionsand culturalunderstanding

Boldmarketingthatreflects whoweare

DownPaymentAssistance

UQual(flexiblequalifications)

NAFInsurance

NAFConcierge

NAFCash

Branding&Events

Weunderstandthatmarketingmatterstoyou.Wearepassionateabout helpingyougrowyourpersonalbrandbothonlineandinthecommunity.

SocialMedia Posting&Content Ideas Event Strategy& Support CustomCRM Campaigns& broadcasts GraphicDesign &Special Projects

LocalEventStrategy &MarketingAssets SpanishMarketing Collateral

CommunityInvolvement -LendingwithPurpose

PremiumNational PartnerofNAHREP

NAF’spartnershipgivesyouaccessto:

PlatinumMembership—Nationwide chapteraccess&pricing

HispanicHomeownership&Policy Conference

AVANCEGlobal—Corporatepresence

MidwestRegionalEvent

PattyArvielo

MiguelVillegas LatinoFocusLeadership

PattyArvieloistheCo-FounderandCEOofNewAmericanFunding.Whatstartedasa40-employeecallcenter hasgrownintothenation'slargestwoman-andLatina-ownedmortgagecompanywithmorethan5,200 employeesnationwide.Asafirst-generationLatino-American,Patty’shumblebeginningsinfluencedhergoals andfueledherdetermination,acombinationthatledtomanyleadershiproles.Nowwithmorethan40yearsof industryexperience,Pattyisapopularkeynotespeakerandisinfluentialinhelpingdiversecommunitiesget equalopportunitiesinthehousingmarket.

MiguelVillegasleadstheNAFLatinoFocusinitiative.Hebringsmorethan20yearsofexperienceleadingstrategic initiatives,withnineyearsfocusedontherealestateandmortgageindustry.Hespecializesinend-to-end development,implementation,andoptimizationofkeyinitiativestosupportclientsandrealestateagents.With experiencespanningMexicoandtheU.S.,Miguelhassuccessfullyledcross-functionalteamsacrossdiverse culturesandmarkets.HiscareerencompassesFinTech,banking,oilandenergy,automotive,andretailsectors.His expertiseincludesB2BandB2Csales,businessdevelopment,productandprogrammanagement,andprocess improvement—consistentlydrivinginnovationanddeliveringresultsacrossindustries.

Whilecompetitorsseeamarket,weseeamovement.

We'reinvestingintheleaders—you—whowilldefineHispanic homeownershipinGreaterChicagolandforthenextdecade.

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Juan & Doug - Multi-cultural Lending Growth Playbook by New American Funding - Issuu