Rick Jones - Solution based Lender

Rick Jones - Solution based Lender Equal Housing Opportunity

Rick Jones NMLS 1691385
Account Executive

For licensing information, go to: www.nmlsconsumeraccess.org/EntityDetails.aspx/COMPANY/66247

cardinalfinancial.com/nmls-licensing

How many hours have you spent reviewing tax returns and calculating income from k1's?What if there's an easier way to qu...
05/22/2025

How many hours have you spent reviewing tax returns and calculating income from k1's?
What if there's an easier way to qualify your self-employed borrower?

Plot Twist...

There is

call/text/email
817-913-7622
[email protected]

You'll be glad you did

04/14/2025

What to ask when you get a cold call from an Acct Exec from a non-qm lender:

What makes you/your company different than others in the space?

Their answer will offer valuable insight.
Is it canned/scripted? Or genuine differentiators?
Are they eager to get off the phone? Or willing to have a conversation to answer questions?

Are you a seasoned vet and love using non-qm products?
Hesitant and don't see the value?

Reach out.

817-913-7622
[email protected]

Equity tied up in your property? Liquid assets not enough? Contingent offer inevitable?Jamie Gueltzow and Jackie W**d ar...
04/10/2025

Equity tied up in your property? Liquid assets not enough? Contingent offer inevitable?

Jamie Gueltzow and Jackie W**d are back to share how AHL can bridge the gap...

Register here: https://lnkd.in/g89257qU

04/07/2025

One of the best phrases I've heard in regard to sales is:

Salespeople are like mushrooms. They're kept in the dark and they're fed Bulls**t.
Sales Professionals actively listen, guide and provide solutions.

One regurgitates.
One educates.

Reach out to experience the difference.

817-913-7622
[email protected]

04/02/2025

Welcome to Q2. 1/4 of the year is over. Spring market is here.

Later this month, on April 16th, Jamie Gueltzow, and Jackie W**d, will be discussing one of the more unique niches within the non-qm space: LTV Stacking

Want to build (instantaneous) value and trust with referral partners and clients? Use this product.
Want to learn more about stacking advantages and real world scenarios? Attend the webinar!
(Additional info, along with registration link coming soon)

If you don't want to wait- call/text/email
817-913-7622
[email protected]

03/27/2025

I created an email template that was inspired by Elon Musk's email to government employees. I started using this ~4 weeks ago and have noticed a difference in organization and workflow.

Week of (month/day) summary
Birdseye View-

Broker Apps Sent:
Broker Pkgs Approved:
Broker Presentation Scheduled:
Scenarios Worked:
Loans Submitted: $

Rating
/5

Key Metrics
Name at least 5 things that you accomplished

Motivation
What are 1 or 2 things that were a challenge or success?

Next Up
What does the next week look like?

Ive added a few things, removed others. Is this something you already do? If not, why?

I'll never forget buying my current home and the pitch/presumed allure of using the "in-house" lender...(Generalized; fr...
03/26/2025

I'll never forget buying my current home and the pitch/presumed allure of using the "in-house" lender...

(Generalized; from memory)
Builder Agent: "If you decide to use ___ mtg, they will cover $x in closing costs!"

Quick head muscle calculations...
Me: "The value isn't there"

Enter AHL's LTV Stacking...

Having 3%, of the loan amount, to cover broker fees, discount points or buyers agent comp, with no adjustment to the rate or qualifying LTV???...

Fish, meet Barrel.

817-913-7622
[email protected]

03/25/2025

Why American Heritage Lending?

3 reasons
1. Ability to finance 3% of the loan amount to cover broker fees, discount points, or buyers agent comp (NAR Approved). No hit to rate or qualifying LTV.
2. Program flexibility- For example- 4 DSCR programs, 10% blanket expense factor for 1099 borrowers, 2 types of bridge loans (except in TX).
3. Me. Prior to being an acct exec, I was a retail LO. I sat in your seat. I know all the feels. I'll answer. call/text/email.

Give me an opportunity

817-913-7622
[email protected]

07/09/2024

I highly recommend attending this Town Hall! Very insightful conversations on how non-qm products can add value to you and your clients...

Address

Dallas, TX

Opening Hours

Monday 8am - 6pm
Tuesday 8am - 6pm
Wednesday 8am - 6pm
Thursday 8am - 6pm
Friday 8am - 6pm
Saturday 9am - 4pm
Sunday 12pm - 5pm

Telephone

+14694141916

Website

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