We give our Loan Officers the tools and support they need to do what they do best — close more loans.


Team Structure

At Pacific Union, our team structure creates operational consistency and scalability through the formation of fulfillment teams at each operations center. Loan Officers work with the same dedicated team for each loan. Team members include: Processing Manager, in-branch Processor, Underwriter, and Closer.

The Processing Manager is a non-production role strictly focused on ensuring communication of file status updates, pipeline management, sales training, product scenarios and overall streamlined process.


Our CRM is integrated with the LOS so marketing campaigns are automatically triggered.

  • In-Process Email Campaign – this is a series of video emails sent as various milestones are reached
  • Post-Close Follow-Up Campaign – each borrower is added to this 5-year campaign after they have closed their loan, including an address stamper gift
  • Turnkey emails – monthly emails sent to your contact database on your behalf
  • Markets in a Minute – weekly email sent to business partners regarding the housing and financial markets

Our LOS creates easy and transparent communication.

  • Includes all functions needed to take a loan application and submit to processing, with real-time pricing
  • Data Validation software included for Automated Underwriting
  • All documents generated can be found on a single screen, including Underwriting Approval letters
  • Built in closing fee templates save time and help to ensure accurate disclosures

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.

Digital Marketing & Video

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.

Print Collateral

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.

Watch the video to learn more.


We all know transitioning to a new company has its challenges. The Retail Business Support team here to help to guide you through the process and set you up for success. Pacific Union also offers the Specialty Lending Group to assist with your potential applications as your MLO license sponsorship is transferred.


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.

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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?

Interested in seeing what our Marketing team can do? Let us send you some samples.

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