‘I selected Synergy One Lending for several reasons, but it all started with the alignment between the firm’s corporate culture and my personal values. Synergy One’s relentless focus on expanding innovative products and providing technology tools that will fundamentally enhance the client experience is what brought me to this exciting position at this stage of my career,’ stated Peck. Synergy One Lending is licensed in 42 States, is FNMA approved, and has focused on product innovation. “Bryan and Dawn Peck have joined Synergy One Lending to manage both the Oxnard branch and our Builder Division in the Central Coast. Both have a long and successful track record of growing referral based business with Builders and Realtors throughout the central coast of California. Bryan will serve as VP, Builder Division, while Dawn will manage the Retail Team in Oxnard. Both will report to Steve Majerus. Learn more at and receive a FREE copy of Cindy’s ‘Time is Money’ Guide.” for over a decade, and will teach you her Total Success Blueprint to drive results and grow your pipeline with proven lead-generating strategies. “Do You Want to Break Free from What’s Holding You Back and Accelerate Your Results? Schedule your Readiness Call with Cindy Ertman – now accepting applications for her next Mortgage Mastermind Elite (MME) coaching group starting October 2017. MME brings together a vetted community of High-Performance Mortgage Professionals committed to sharing best practices, increasing their income, and expanding their referral partner network. Cindy was one of the Top 100 Mortgage Loan Originators in the U.S. for hiring Pete Sokolovic as Executive Vice President of Consumer Direct and Portfolio Retention. “Pete’s diverse industry knowledge and his hands-on approach make him an ideal fit with our team” said Darius Mirshahzadeh, CEO of The Money Source. Sokolovic brings over 24 years of mortgage leadership experience to TMS. Huge congratulations to The Money Source Inc. But other folks have fun with the periodic table as well, and for those of you out there who have kids in chemistry class, here is a very cool periodic table that offers a haiku for each element! I always refer them to which offers programs in the form of the periodic table. Mutual of Omaha first announced its purchase of Synergy One in May of 2018, and the deal was finalized that July.I receive my share of emails, and a portion of them ask me “in the weeds” questions about lenders, programs, and states (“Rob, hook me up with a wholesaler doing yurts in Missouri on 20 acres”). RFS was first established in 2015 as a subsidiary of Synergy One Lending by Torrey Larsen, who previously served as head of Security One’s retail lending division, and served as company president prior to Security One being acquired by Walter Investment Management Corp. As part of the pending acquisition, the ownership of Synergy One Lending will shift to Mutual of Omaha Insurance Co., according to a company announcement. Last summer, it was announced that Mutual of Omaha Bank will be acquired by Pasadena, Calif.-based CIT Bank in a deal valued at $1 billion, but that merger will not include mortgage arm Synergy One Lending which includes the former RFS. Last November, the Retirement Funding Solutions (RFS) brand name associated with Synergy One’s reverse mortgage lending arm was retired in favor of the Mutual of Omaha Mortgage name. The reverse mortgage business formerly owned by Synergy One is now a subsidiary of the Mutual of Omaha insurance company, and has been folded into the larger organizational structure of Mutual of Omaha Mortgage. “This acquisition enables us to more aggressively pursue our pipeline of opportunities and to continue to evolve our operational and sales platforms in building a fintech-enabled company that aligns our team with the experience our customers demand,” Nemec said. The sale will also allow the company to align the company more closely with a goal of focusing on fintech, according to Nemec. Our confidence in our team and our collective ability to execute couldn’t be higher,” Majerus said. “Aaron and I are sincerely grateful for the opportunity to lead Synergy One into the future. Led by Synergy One CEO Steve Majerus and President Aaron Nemec, company leadership expressed significant optimism for the future of Synergy One in a press release announcing the purchase. ![]() San Diego, Calif.-based Synergy One Lending, which formerly included reverse mortgage lender Retirement Funding Solutions (RFS), announced this week the management-led asset purchase (MBO) of the company’s distributed retail channel and the Synergy One brand from Mutual of Omaha Mortgage.
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |