January Press Kit
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- Cynthia Harmon
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1 January 2018 Press Kit
2 Meet Matic Problematic Old way We're an insurance agency built specifically for mortgage lenders, servicers and their customers. Homeowner's insurance purchased outside the mortgage process Time-consuming Costly Old-fashioned Matic is disrupting the $95B homeowner's insurance industry by providing insurance at the point of sale when borrowers apply for a mortgage. Hard to choose, and policies take an average of 3 days to secure HOI-related delays result in a poor customer experience and unnecessary loan costs Agent-driven process relies on phone, and manual data entry Quick Facts Matic New way Founded 2014 HQ Los Angeles Funding Private Locations 3 Licensing All 50 states Quotes Given 300k+ Overall NPS 80% Homeowner's insurance purchased inside the mortgage process Instant Quotes are collected from multiple carriers in less than 60 seconds Timely Policies that meet lender guidelines are delivered instantly, so more loans close on time Technology-enabled Technology and data empower a transparent, consumer-driven process
3 What customers say Homeowner's insurance is a longoverlooked area of opportunity for mortgage originators to cut unnecessary time and expense from the fulfillment process. Matic is the first serious contender to grapple with this problem, and they've come loaded for bear with intuitive technology, top-of-the-line carriers and an exceptional service record. Freedom Mortgage is proud to partner with Matic in our quest to deliver a truly differentiated borrower experience. Mike Middelman Senior Vice President, Freedom Mortgage My real estate agent recommended Matic, and working with them was one of the smoothest experiences I had throughout the entire property acquisition process. Matic s knowledge and ability to source multiple insurance vendors tailored to my needs saved me so much time and allowed me to focus on other matters. As a first-time buyer, homeowners insurance can be a scary step. Matic was integrated with my lender, so they found me a perfect plan, clearly explained what I was covered for and found me a great price. And it all happened automatically. My agent has been very knowledgeable and helpful in trying to pick an insurance company. We feel we received a great deal and are happy with our choice. Thank you!! The agent gave EXCELLENT explanations! The process was very simple and thorough. We are glad to have found you! Our agent has been very helpful. He is easy to contact and well-informed. He has been the reason we are so happy. Very good customer service. Matic helps clients get reasonable insurance. Customer support was awesome so much easier to work with than the competition. Three days before closing, my loan officer told me that my high homeowners insurance premium had edged me over the limit to get cleared for closing. He recommended I talk to Matic. My experience was amazing. Within 30 minutes, the Matic agent secured a policy with a large national carrier for $30 less per month. I was clear to close on time! When I was contacted about lowering my crazyhigh insurance, I was skeptical but hopeful. I answered a few questions, and an hour later I had saved $2711! It was that easy and painless. Other insurance companies had refused to help me, so I felt stuck. Matic totally rocks! Our agent was very professional and had tremendous patience while dealing with underwriting delays related to the appraisal. I tell all of my friends and family that Matic is THE BEST!! My agent was very professional with great followthrough, which I find to be the most valuable trait in customer service. Very personable and patient. I had a great experience, and the agent made switching insurance easy. Terrific customer service. Very detail oriented.
4 The distribution leader One of the top independent purchase lenders in the country, Academy Mortgage Corporation has more than 330 branches and 3,200 employees across 49 states and Washington, D.C. After more than tripling loan volume in the last seven years, Academy expects to originate $12B in loans in Axia Home Loans is one of the fastest growing fullservice mortgage banking firms in the nation. Founded in 2007, the company is 100% employeeowned. In 2015, Axis added 11 branches and increased purchase volume by 73% while maintaining an average application-to-fund timeline of just 28 days. Matic is the industry leader in mortgage lender and servicer distribution. One of the fastest-growing retail mortgage lenders in the United States, American Financial Network (AFN) has added 50 new mortgage branches and doubled loan volume in just three years. One of the nation s largest mortgage lenders and the market leader in government-insured lending, Freedom Mortgage is licensed in all 50 states, Washington, D.C., Puerto Rico and the U.S. Virgin Islands. Freedom Mortgage funds over $6B in loans a month and has a servicing portfolio of over $100B. LendingTree (NASDAQ: TREE) is a leading online loan marketplace with one of the largest networks of lenders in the nation. Since inception, LendingTree has facilitated more than 65 million loan requests. RoundPoint Mortgage Servicing Corporation (RoundPoint) is a nationwide lender and subservicer for commercial banks, credit unions, mortgage companies and hedge funds. The company currently services over $75B worth of mortgage assets. United Wholesale Mortgage (UWM) is the numberone wholesale mortgage lender in the nation. UWM produced a company-record $23B in loan volume in 2016 and is on pace to surpass $30B in Mr. Cooper is one of the largest home loan servicers in the country focused on delivering a variety of servicing and lending products, services and technologies. Mr. Cooper's servicing portfolio is the largest in history with $533B and 3.3 million customers.
5 Top-rated carrier partners We compare quotes from top-rated carriers using the best of both human intelligence and computer algorithms.
6 Tech-savvy LOS integrations Matic integrates seamlessly with the nation's leading loan origination software (LOS), realtor portals and self-service mortgage portals to make homeowners insurance available at the click of a button. The industry's first 100% web-based LOS, LendingQB has been providing "lean lending" solutions since Its end-to-end mortgage LOS, best-of-breed integrations and "adoptimization" services result in faster cycle times and lower costs per loan, which is why LendingQB has an industryleading 96% customer satisfaction rate. Owned and operated by mortgage banking executives, PCLender delivers simple, elegant, internet-based mortgage solutions for community banks, credit unions and mortgage bankers. With a proven record of providing immediate return on investment, PCLender is the most comprehensive SAAS solution available. Realtor portal integrations Homie is a peer-to-peer marketplace where buyers, builders and sellers of homes can meet, negotiate and transact without a middleman or high commission fees. When buyers and sellers use Homie, they save tens of thousands of dollars in commission fees compared to using traditional real estate agents. Open Listings uses technology to empower buyers to shop on their own and an expert support team to guide them through the purchase process. This approach enables Open Listings to provide their clients with a 50% commission refund when they buy the largest in the real estate industry. Team player Matic is an active member of Capital Markets Cooperative (CMC) and the Mortgage Bankers Association (MBA).
7 Tech-savvy Mortgage portal integrations BeSmartee s private-label, automated mortgage origination technology enables lenders to take borrowers from initial contact to underwriting in 20 minutes. Blend is a Silicon Valley tech company propelling the $40+ trillion consumer lending industry into the digital age. Blend delivers speed and ef ciency to lenders, so they can serve the modern borrower and safely navigate the industry's changing rules and regulations. Established in 2013, MortgageHippo s fully customizable digital lending platform allows lenders to deliver a modern borrowing experience, improve borrower conversions, signi cantly reduce origination costs and integrate with other innovative technologies. MortgageHippo runs several thousand loan apps per month. From enterprise banks to independent brokerages, dozens of lenders across the United States trust Roostify to speed up closings, reduce unnecessary work and give their customers a smooth, anxietyfree mortgage experience. Roostify processes more than 10k applications per month and has helped close hundreds of thousands of loans since Used by loan officers nationwide, Maxwell empowers mortgage lenders to be more connected, productive and successful by intelligently automating their workflow with homebuyers and real estate agents.
8 The Team Matic's leadership team brings together the best in high-tech, mortgage and insurance industry experience Aaron Schiff Ben Madick Jeffrey Snyder Co-founder and CEO Co-founder and COO Professional Background Professional Background VP of insurance services, mortgage lending and servicing Past EIR at Anthem Venture Partners Bootstrapped a multi-million dollar ad network. Advisor to multiple internet startups Thought Leadership Aaron s areas of expertise include the future of insurance distribution, the intersection of insurance and technology, the agency of the future and entrepreneurship. Download bio Download headshot Connect on LinkedIn View Crunchbase profile Built industry-leading mortgage compliance and risk management firm MQMR Worked with over 200 lenders More than 10 years mortgage experience Professional Background Prior co-founder of digital insurance agency Former advisor at Schey Business Center, Ohio University Thought Leadership Thought Leadership Ben is a frequent speaker at mortgage industry events. His areas of expertise include mortgage compliance, risk management and insurance carrier partnerships. His articles have appeared in Mortgage Compliance Magazine and The MReport. Download bio Download headshot Connect on LinkedIn View Crunchbase profile Jeff s areas of expertise include the future of digital insurance, consumer behavior habits through the insurance buying process and insurance call center operations. Download bio Download headshot Connect on LinkedIn Volodymyr Mykhailyk VP of engineering Professional Background Over 12 years of engineering experience Built several engineering teams Thought Leadership Volodymyr's areas of expertise include designing and building high-performance engineer teams, Ruby on Rails and heavyload infrastructure architecture. Download bio Download headshot Connect on LinkedIn
9 Out and about Press Contacts: Leslie Colley Depth PR for Matic Press FEBRUARY 8, 2018 MPA Names Matic Co-founder Ben Madick to Its Hot 100 List of Industry Visionaries JANUARY 16, 2018 Smaller Originators Will Follow Top Lenders Lead in Making Homeowner s Insurance Part of the Digital Mortgage, Says Matic CEO DECEMBER 1, 2017 HousingWire Honors Matic Founder Benjamin Madick with Vanguard Award for Outstanding Industry Contributions NOVEMBER 7, 2017 Matic Insurance Services Raises $7 Million in Series A Round Backed by Top Lender, Insurance Carriers and VC Firms SEPTEMBER 28, 2017 Matic Insurance Services and LendingQB Team Up to Eliminate Stress, Mortgage Delays Related to Homeowner's Insurance SEPTEMBER 20, 2017 Matic Insurance Services Debuts Integration with Roostify, Advances to Final Round of TechCrunch Startup Battlefield SEPTEMBER 19, 2017 Meet the six finalists at the Disrupt SF Startup Battlefield SEPTEMBER 19, 2017 By integrating with lenders and carriers, Matic makes it easier to buy homeowner s insurance MARCH 27, 2017 Matic Insurance Services and PCLender partner to streamline homeowners insurance MARCH 23, 2017 Matic Insurance Services partners with Maxwell MARCH 22, 2017 Matic Insurance Services, BeSmartee partner to streamline homeowners insurance Appearances APRIL DETROIT MBA technnology solutions conference & EXPO SEPTEMBER SAN FRANCISCO Techcrunch disrupt SF SEPTEMBER SAN FRANCISCO Digital mortgage OCTOBER 1-4 NEW ORLEANS PCLender user conference OCTOBER 3-4 LAS VEGAS Insuretech connect OCTOBER DENVER, CO MBA annual convention & EXPO NOVEMBER RANCHO MIRAGE, CA Property insurance reports national conference NOVEMBER 15 HARTFORD, CT Insurance market summit FEBRUARY 6-9 GRAPEVINE, TX MBA national mortgage servicing conference & EXPO MARCH MIAMI Capital markets cooperative summit
10 Encompass Guide
11 Meet Matic Matic is disrupting the $95B homeowner's insurance industry by providing insurance at the point of sale when borrowers apply for a mortgage. We're an insurance agency built specifically for mortgage lenders, servicers and their customers. Quick Facts Founded in 2014 Independent Insurance Agency Licensed in all 50 states 300,000+ Quotes Provided Average Savings = $391
12 How is Matic different? Traditional Agency Insurance purchased inside mortgage process Direct integrations with multiple carriers Full customer and property profile Can bind a policy in as little as 2 minutes RESPA & UDAAP Compliant Outside mortgage process Use 3rd party raters Calls on phone and asks for information Can take days or weeks to get a policy Pays for leads
13 Our Carriers Matic has already integrated with 10+ carriers
14 How Matic works in Encompass To get started, you need to Request Homeowners Insurance for the borrower Image place Click Request HOI in forms And then click the gray Request Homeowners Insurance button
15 This screen means the request has been sent successfully
16 If the borrower clicks Get Quote to shop, this is the next screen they will see: Matic uses proprietary software to pull information directly from the 1003, and then leverages technology to shop carriers This process usually takes about 1 minute The borrower will be notified when their quote is ready for review
17 Live status updates throughout the insurance process can be found here
18 Welcome This is the the borrower will receive once the insurance request has been sent Lender Name Loan Officer Name The borrower begins the process by clicking here
19 Lender name The borrower has the option to shop for insurance, or to upload an existing insurance policy here
20 Lender name The borrower can review their quote by clicking here
21 Assigned Matic Insurance Agent Alternative options that the borrower can review with their assigned agent
22 What the borrower can expect next
23 At this point, the assigned Matic agent will contact the borrower to: Complete a Know Your Customer check Make any changes to the policy per borrower request Finalize the policy Upload the Dec Page directly into Encompass
24 When the borrower has completed the process, the assigned agent s contact information can be found in Encompass, as well as the insurance document
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27 Insurance made easy, right? Thank you for choosing Matic. Your picture place
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