Main Content

Welcome to the Team – Loan Officers

Congratulations! Thank you for making Excel Realty & Mortgage part of your future success!

Your Next Steps with Excel

Agent Portal

Go to our Excel Home Page

→Click on “Join Our Team”

→Click on “Agent Portal

→Enter Password excel9876

How May We Help You?

The Who’s Who of Excel is available to help with any of your needs or questions. Be sure to reach out to the appropriate staff member, based on your need, so we can better assist you.

Common Questions

Bookmark the FAQ page for future reference.

Ordering Business Cards

Excel has teamed up with Small Business Printing to provide custom branded business cards at a special discount, and with several template options and styles to choose from. You can start your order online with their simple online ordering tool.

Where to Begin

Bookmark How To for future reference on how to set up your LOS and Client online application, to how to submit your first loan into processing.

Marketing Support

Consistent marketing is a key to your success! Corefact is a powerful direct marketing and farming system that combines both electronic and traditional components that enable users to easily capture seller leads and develop customized campaigns using digital tools, flyers, email, postcards and unique printed material. Excel has teamed up with Corefact to provide custom branded templates offered directly on the ERM-Corefact site to help elevate your marketing for you and your clients. Announcing your move to Excel always makes for a good excuse to market to your clients and prospects! For all other questions about marketing or fine tuning your business plan, contact [email protected] to schedule an appointment to help with your marketing goals.

Your Website

Excel has teamed up with Pipeline ROI to offer beautiful websites at a special discounted price per month. Pipeline ROI is everything you’ll need to market your business online, with an array of website options to choose from that are flexible and responsive so they look great on any screen. View a sample of one of their websites here. If you are interested in a website, contact [email protected].

Office Extension

Excel provides each of our agents a complimentary office extension. Now, you have another phone number to give out to help sift through the multiple unsolicited marketing calls we receive weekly. Our business phone system has a dial by name directory to make it easy for clients to reach you. There is never a need to check your voicemail by phone – the system instantly sends you an email attachment with the audio wave file.

Presentation Folders

Excel offers stylish presentation folders. The folders are sold at $1.50/each. Please contact [email protected] if you’d like to purchase any.

Excel Merch

Show off your team spirit! Excel has teamed up with BlankStyle, and a local vendor, Logo Boss for a variety of Excel merchandise, including shirts, hats, etc. Please contact [email protected] or [email protected] for more details of our partnerships and how to order.

Title and Escrow Services 

If you are using a company that you are really happy with, great! Feel free to continue working with them. We have also had great success with Fidelity National Title. They have the absolute leading edge app and research system available in real estate today. They have talented escrow officers as well. Feel free to contact Jason Webb at 925.785.0880 | [email protected] to help connect you with the right team of escrow officer, title rep and marketing rep. We have also found WFG National Title to offer the most competitive fees for both seller and buyer clients alike. Feel free to contact Joe Setterlund at 925.557.5011 | [email protected] to help connect you with the right team of escrow officer, title rep and marketing rep.

Stay Connected

Like Us on Facebook

If you have Facebook, go ahead and “Like” our page to keep up on all kinds of great information.

Follow Us on LinkedIn

Write a recommendation and we would love to return the favor on LinkedIn.

Follow Us on Twitter 

To keep up on all the latest company and industry updates.                                                                                                                       

We’re in This Together

You will be added to Excel’s Loan Officer Google Group’s distribution list to communicate with your peers and management as a whole. This is the main and sole way to communicate with all of our loan officers. You can send an email to [email protected]. Please check your Spam Folder frequently and make sure the email address has been added to your Safe Sender List.

PLEASE NOTE This goes to all of our loan officers and management. Please keep the communication appropriate and only for recommendations, suggestions and general questions. Any advice needed relating to legal matters, etc. should be directed to [email protected] or [email protected] directly.

Let's Chat