Phoenix BUILT FOR THE WAY YOU WORK. BACKED FOR WHERE YOU’RE GOING.
[REGIONAL NAME] MARKET
[REGIONAL NAME], AZ
YOUR BUSINESS.
OUR SUPPORT. CONFIGURED AROUND YOU In-house all the way through Processing, underwriting, and funding under one roof.
Local team, local knowledge Regional leadership and [Regional Name] market expertise built around your territory.
Growth on your terms Coaching, team-building, and division-level resources ready when you are.
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$0,000,000
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Loans Closed Last 12 Mo.
Total Volume
Producing LOs in Region
TESTIMONIALS
Coming from a big bank, I didn’t expect leadership to actually pick up the phone. Eight months in, that’s still the part I tell every recruit about.
FIRST LASTNAME Loan Officer [Region Name], AZ
Fifteen years in this industry, and this is the first company where the tools, the support, and the people all actually align. It’s different in a way that’s hard to explain until you’re inside it.
FIRST LASTNAME Loan Officer [Region Name], AZ
BUILT DIFFERENT.
ON PURPOSE. Rick and Patty Arvielo built New American Funding to give originators the strength of a national lender without losing the independence to keep moving forward. $40B+
DEBT-FREE
Funded annually
Built for the long term
TOP 10
Independent Mortgage Bank
50 STATES
Licensed nationwide
FAMILY-OWNED + INDEPENDENT
Rick and Patty Arvielo
ONE COMPANY. ONE CULTURE. That’s why people stay here for the long haul.
FOUNDATION · SERVICING
YOU EARNED THE RELATIONSHIP.
KEEP IT.
The closing shouldn’t be the point where the infrastructure stops working for you.
AFTER THE LOAN CLOSES
In-house servicing and co-branded communications help keep you visible to eligible clients.
WHEN A NEW MORTGAGE NEED EMERGES
Retention support helps keep the relationship connected to you and New American Funding.
WHEN THE CLIENT NEEDS MORE THAN A MORTGAGE NAF Homes, NAF Concierge and NAF Insurance give you additional resources to bring to the relationship.
OPERATIONS · SUPPORT
GET YOUR TIME BACK.
Spend 80% of your time closing. 20% leading.
Stay client-facing In-market ops and divisional support handle the rest.
Close faster In-house processing, underwriting, and funding with fewer handoffs.
RPM in your corner Takes on escalations so you never lose momentum.
LOA support that fits A flexible model designed around your business needs.
ONE CONNECTED
ECOSYSTEM. EVERYTHING YOU NEED IN ONE PLACE.
The tools, people, and intelligence that keep you moving, so more of your day belongs to the work only you can do.
Today
AI co-pilot
Borrower experience
Loans + leads
Loan origination
Customer engagement
More Simplicity in 2027
Tomorrow
AI co-pilot
Customer engagement
Loan Originator
Loan origination
Borrower experience
Less desk work. Better visibility. More time to close.
YOUR AI CO-PILOT
ALREADY DEPLOYED. WHAT IF THE WORK THAT SLOWS YOU DOWN… DIDN’T? OVER 35 AGENTS. Income docs hit your inbox.
NAF AI calculates qualifying income in seconds with an audit trail for underwriting.
Complicated scenario.
Loan Scenario Expert structures self-employed and complex deals — compliant, instant. Adopted by 1,100+ LOs.
Inbox overload.
Conversational SMS nurtures early-stage borrowers and schedules meetings on autopilot.
Find your next partner.
Realtor Opportunity Wizard scans MMI data to target and convert your next top local realtors.
Admin work piling up.
Virtual Assistant summarizes pipeline milestones and handles scheduling.
More than translation.
Spanish Speaker brings true cultural competency to capture a massive underserved market.
Your AI, where you already work.
NAF AI in Microsoft Teams brings your entire suite of agents directly into Teams — structure deals and manage your pipeline in the flow of your workday.
STOP WAITING FOR ENCOMPASS TO LOAD. MEET VESTA.
The next generation of loan origination at New American Funding.
Pipeline front and center.
Search a name, open the file, and you're in the work — no extra clicks.
Your whole team. One file.
Processing, underwriting, and you — working in the same file at the same time. No file locks. No waiting your turn.
AI built into the workflow.
Vesta splits, classifies, and extracts data from borrower paperwork automatically — no manual sorting, no data entry.
Everything in one menu.
Pull credit. Run pricing. Run AUS. Quote MI. Send disclosures. Right inside the file.
Double your capacity.
~50% LO efficiency gains. 25% shorter processing times. Vesta eliminates the silent admin work that steals your time — so you spend it marketing, growing referral partners, and driving volume.
Vesta | Coming 2027
| GROWTH
SKIP THE COLD CALL.
START CLOSING.
NAF Leads delivers live, warm transfers — buyers already looking to purchase, connected directly to you.
NAF Leads Vetting & Transfer Process Diagram
05
Prospect recorded and pushed to NAF Link
01 Lead submitted online
to Loan Officer
Inbound call routed to CSR
verifies basic 03 CSR information
04 CSR screens for credit flags
06 Warm transfer
02
LO takes the lead call
07
Dedicated support, regular coaching, and full training included.
MARKETING · YOUR TEAM
YOUR MARKETING
CONCIERGE. A dedicated strategist who knows your market, moves fast, and delivers full-service support at no cost to you.
MEET YOUR TEAM
FIRST LASTNAME
FIRST LASTNAME
FIRST LASTNAME
FIRST LASTNAME
[Marketing Role]
[Marketing Role]
[Marketing Role]
[Marketing Role]
Custom website
SEO-optimized, built for local search.
Social media
Curated scheduling, content library, and strategy.
Event planning
Custom artwork, materials, merch, and booth design.
CRM campaigns
Tailored messaging, landing pages, video and voicemail.
Marketing dashboard
Auto-generated collateral and cobranded assets.
Post-close campaigns
Emails, statements, and cards that drive repeat business.
| POWERED BY GO! COACHI NG
ELITE PERFORMERS HAVE
A COACH.
NAF Elevate, powered by GO! Coaching, gives producers a structured path to grow with strategies built around where they are today and where they want to go next.
Foundations 0-3 Deals/Mo
Accelerator 4-7 Deals/Mo
Elite 8+ Deals/Mo
PEAK+ Leaders
Build structure and a reliable pipeline
Establish repeatable systems for consistency
Scale without sacrificing freedom or balance
Sponsorship, leadership branding, and recruiting attraction
Our coaching program is built for producers who are done leaving potential behind.
PRODUCTS · PORTFOLIO
PRODUCTS THAT MOVE THE NEEDLE 2,000+ products. Specialists on tap. Everything kept in-house. Agency
Bond & DPA
Fannie | Freddie | FHA | VA | USDA
900+ programs for firsttime buyer markets
NAF Advantage
Bridge
Reverse
Investor Suite
Full Non-QM suite for complex borrowers
Industry-leading 100 bps referral fee, 62+ borrowers
Local Programs
Short-term solutions for move-up buyers
DSCR, Fix & Flip, and full broker investor programs
[Your text here for local programs available. Remove if not applicable]
| NON-QM SOLUTIONS
MORE WAYS
TO WIN
Traditional guidelines don't fit every borrower. NAF Advantage gives you an in-house suite of Non-QM solutions designed for the opportunities that fall outside the standard box.
Entrepreneur Advantage
Asset Advantage
Cash Flow Advantage
Global Advantage
Self-employed, freelancers & business owners
Retirees and high-net-worth borrowers.
Real estate investors using DSCR.
Foreign nationals & ITIN holders
More borrowers. More Products. More Opportunity.
| SIGNATURE PRODUCT
COMPETE LIKE A
CASH BUYER. NAF Cash gives eligible buyers the power to make a competitive all-cash offer—closing in as few as 10 days, with the flexibility to buy before they sell.
One Solution. More Doors Open.
All Cash Power
Buy Before They Sell
First-time buyers. Veterans. And one more home sold for every builder.
Compete with a cashbacked offer.
Give clients the flexibility to move before their current home sells.
No Contingencies
New Agent Relationships
Faster Growth
Help strengthen offers in a competitive market.
Partner with top-tier agents who previously seemed out of reach.
More closed deals. More referrals. A pipeline that builds itself.
Every person in the deal wins.
Especially you.
| NEW CONSTRUCTION & B UIL DE R
WE KNOW
HOW
BUILDERS
WORK.
360-day rate locks. Up to 360 days so your buyer is protected through the full construction timeline
Construction-to-perm. One closing covers the entire project — so your buyer avoids double costs and doesn’t have to requalify when the build is complete.
Preferred lender support. Dedicated resources to help you build and maintain preferred lender status with local builders.
Everything you need to close new constructions and build
lasting builder relationships.
| CONDO & WARRANTABI LI TY
CONDO EXPERTISE I S A COMPETITIVE EDGE. When the building is complex, we find the path forward.
Warrantable & Non-Warrantable Solutions for both.
Spot Approvals on Select Condos Close deals other lenders walk away from.
Investor Concentration Solutions Get deals done in buildings others can’t touch.
Complex HOA Situations Litigation, delinquency ratios, owneroccupancy all handled.
ONBOARDING · PLATINUM E XPE RI ENC E
PLATINUM ONBOARDING. DESIGNED AROUND
YOU.
Dedicated Concierge:
Pipeline Protected:
Brand Live Week 1:
One contact handles licensing, systems, and every detail from offer to first closed loan
Loan Sponsor manages your client handoff on Day 1 — nothing falls through the cracks
Move announcement, database, campaigns, and full marketing access activated immediately
RESOURCES · EXPLORE FURT HE R
THERE’S MORE
WHERE THAT CAME FROM.
MARKETING FLIPBOOK
PARTNERSHIP FLIPBOOK
LOAN PRODUCTS FLIPBOOK
[Description here]
[Description here]
[Description here]
PROOF | PERFORMANCE
THE NUMBERS
SPEAK FOR THEMSELVES
98% 80% 20% Nationwide Coverage
300+
New Branch Openings
In-House Servicing
Volume Growth YoY
REGIONAL PERFORMANCE [Your Text Here]
YOUR NEXT STEP
LET’S HAVE A REAL
CONVERSATION [First Lastname] [Title] PHONE | 000-000-0000 EMAIL | regionalemail@nafinc.com
MEET OUR LEADERSHIP
FIRST LASTNAME
FIRST LASTNAME
FIRST LASTNAME
FIRST LASTNAME
[Marketing Role]
[Marketing Role]
[Marketing Role]
[Marketing Role]
[Add a local recruiting event, open house, or webinar]
THE BACKING YOU’VE
ALWAYS WANTED. THE CULTURE YOU
DIDN’T EXPECT. [Disclosure Here]