At Pacific Union, we know Loan Officers need the support of the best possible team. That’s why we built our operations team around the Sales Coordinator role. At Pacific Union, Loan Officers work with the same dedicated team for each loan, made up of in-branch Processor, in-branch Loan Officer Assistant, Sales Coordinator, Underwriter, and Closer.
Non-Production role strictly focused on ensuring communication of file status updates, pipeline management, product scenarios and overall streamlined process.
✔ 100% Focused on customer service to sales teams
✔ Managing the pipeline
✔ Sales Training
✔ Proactive Communication
A personal solution to an industry problem. That’s the Pacific Union way.
Our CRM is integrated with the LOS so marketing campaigns are automatically triggered.
Our LOS creates easy and transparent communication.
Watch the video to learn more about MAX.
Loan Officers need to set themselves apart. That’s why we built a hand-picked marketing team with expertise in everything from social media to print ads to email campaigns – to make sure our people don’t get lost in the noise.
We eat, sleep, and breathe social media and videography. So when we create images and posts for sharing on LinkedIn and Facebook, you’re getting optimized content. But it doesn’t end there. We offer Loan Officer websites and top-performing Sales get professionally produced video to supplement their page. You also have access to automated drip email campaigns to keep you in touch with customers and referral partners all within one system. Go ahead — reach out — we’ll give you the tools.
We haven’t forgotten the basics. It’s important that you have attractive, accurate information to put in a borrower’s hand. All our flyers feature a fresh, unified design with excellent branding to keep you top of mind.
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Unlike some companies, we service our loans in-house. That's not to say we don't sometimes sell loans, but borrowers aren't just passed along carelessly. This minimizes the possibility of complaints and also missed payments.
Pacific Union Financial has exactly what you need to succeed. From a wide and flexible suite of loan products to a top-of-the-line CRM, we offer the best to the best. Ready to set yourself apart?