DIFFERENTIATE YOUR BUSINESS WITH PCMA’S PartnerUP™ PROGRAM

PARTNERUP™ PROGRAM

Preferred by the Accomplished & Sophisticated.

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PCMA PartnerUP™ Program differentiates your business, connects you with lucrative

customers, and gives you access to the most comprehensive portfolio of credit products, software, sales and marketing

tools, and business management training in the lending industry.

PCMA is transforming the way its partners develop their businesses. The PartnerUP™ program offers members access to partner-specific training, resources, go-to-market tools, and support. These valuable benefits enable partners to participate in programs that reward and recognize their market share success. Differentiation through private client lending and the PCMA PartnerUP™ program opens market opportunities to increased revenue and elevated market expertise, creating new business opportunities and delivering more value to customers by taking advantage of all the PartnerUP™ program has to offer.

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UNPARALLELED PRODUCT PORTFOLIO

PCMA offers its partners an unprecedented ability to participate in delivering the industry’s most complete and integrated array of private client lending programs to meet the needs of high capacity clients in your market.

MASSIVE MARKET OPPORTUNITY

Mass Affluent homeowners, High Net Worth homeowners, and Investors are a key way brokers can increase the value of their market services and grow their firms. Although fewer in number, the group represents greater wealth, buying power and potential for growing the value of their practice and client book.

COMPELLING CHANNEL ECONOMICS

Broker Partners benefit from high-value sales and very profitable service opportunities when they develop, sell, integrate, or implement PCMA Private Client products and solutions. In addition to standard origination margins, the PartnerUp™ Program rewards highly aligned partners that focus on growing the mindshare and market share of PCMA private client lending.

PCMA PartnerUP™ PROGRAM

The PartnerUP™ program is designed to assist its members with building successful Private Client Lending-based businesses by providing a robust set of business enablement resources and partner program benefits.

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Training & Certification

BECOME A PRIVATE CLIENT EXPERT

PCMA PartnerUP™ program training and certification courses are available free of charge. Learn the skills that you need to design, deploy, manage, and troubleshoot a PCMA Private Client. PCMA Partner Network training courses are offered in both instructor-led and self-paced online formats.

The partner portal also referred to as Lending IQ, is a secure, centralized online resource that provides information, tools, training, and specific applications to manage a Partner’s private client business and access resources.

PCMA offers two Private Client Lending certifications and badges:

1. Partner Pro: Certified Private Client Lending Professional

2. Partner Expert: Certified Private Client Lending Expert (Validated Expertise)

AT PCMA YOU’RE NOT JUST A BROKER, YOU’RE A PRIVATE CLIENT PARTNER

Our training educates origination professionals on our proprietary technology and products and provides background information on key Private Client Lending fundamentals. There are three program levels: Approved Broker, Partner Pro, and Partner Expert. Each level entitles Partners to an impressive set of program benefits that increase as they advance to each level. Instructor-led courses can be attended in person or remotely via online video conferencing.

PCMA PartnerUP™ TRAINING BENEFITS

As an official member of the PCMA PartnerUp™ program, Partners will enter the program with the following benefits:

• A position in the market as a Private Client Lending Professional.

• Tools and resources needed to build and grow a successful Private Client Lending business.

• An opportunity to elevate your professional profile and gain market share working with professional community partners.

• Access to Co-marketing assets and optional lead referral

• A dedicated Partner Strategy Advisor assigned to Partners to help identify effective branding, business planning, go-to-market strategies to grow their private client lending businesses. A Partner’s benefits may increase as they advance to each level.

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Benefits For Partners With Certified Expertise

RECOGNIZING PARTNER COMMITMENT AND EXPERTISE

PCMA formally recognizes partners that have invested time and resources in developing significant expertise in Private Client Lending products and solutions. We are committed to delivering value to three primary groups: our community of partners, private client customers, and our PCMA enablement team. PCMA PartnerUP™ offers a number of ways for partners to differentiate themselves in order to be recognized by these three audiences.

MOST VALUABLE PARTNER RESOURCES

• Partner Success Team: A unique benefit of the PCMA PartnerUp™ program is the Partner Success Team.

• Lending IQ: PCMA’s partner-only, centralized online resource that provides information, resources, tools, training, and specific applications to manage a Partner’s private client lending business.

• PartnerUp™ Program Membership: This program offers Partners support in building successful Private Client Lending-based businesses by providing a robust set of business enablement resources and program benefits.

• Co-branded Collateral Assets: Access to private client lending website, marketing, logos and templates.

• Emerging Banker and Exclusive Benefits: Once a Partner achieves validated expertise, they may be nominated for Emerging Banker by their Partner Strategy Advisor. Emerging Bankers’ will be granted exclusive benefits.

Get Started with PCMA’s PartnerUp™ Program Today

To start today, visit https://pcma.partners for more information.

ABOUT PCMA

PCMA Partners was built by brokers for brokers with a vision of setting a new standard for efficiency, simplicity, and transparency in the wholesale lending market. Our passion is combining our proprietary web technology with a personal touch to reshape the way our mortgage partners shop for and close loans.

65 Enterprise, Suite #360 Aliso Viejo CA 92656

1-877-977-7262 contact@pcma.us.com

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