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Advisors Branding Guide

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BRAND GUIDE

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W Table of Contents elcome to the Advisors Mortgage Group brand guidelines The guide is to be used as a resource for employees vendors and partners to understand our brand s voice mission and vision color palette and logo applications to maintain brand consistency throughout the company It is important that our brand identity is clear and showcased in a cohesive manner across all platforms We are a mortgage family like no other SECTI ON 1 O UR STO RY 6 8 11 Our Story Our Company in Action Our Brand Pillars SECTI ON 2 B R AN D CO NSISTE N CY 14 16 17 22 23 24 26 28 30 Color Palette Logo Specifications Logo Library Team Logo Anniversary Logo Additional Logos Type Brand Imagery Voice Additional Assets SECTI ON 3 B R AN D APPLICATIO N 34 42 44 46 2 Branded Templates Merchandise Terminology Disclaimers 3

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Our Story 4 O U R STO RY 1 O UR STO RY 5

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Our Story Family to us means everything With big dreams and even more determination Advisors Mortgage Group LLC was founded in October 1999 by a single loan officer in a 400 square foot office in Shrewsbury New Jersey In the years since its formation Advisors has grown to serve not only the greater New Jersey area but also a vast portion of the United States Advisors Mortgage has established itself as a pillar of excellence in the mortgage industry Whether it s a loan to help you buy the house of your dreams to refinance into a more affordable payment or to use a renovation loan to update or expand your home Advisors has the team of experts to get you to the closing table Our immense experience is our greatest asset and is the foundation of the success of the company and every Advisors branch and loan officer In 2005 Advisors Mortgage Group was designated by the Federal Housing Authority as a Full Eagle FHA Underwriter As a Full Eagle Advisors has been able to expand its loan volume by approving loans of which a majority of the competition could not dream We have built a platform for a seamless and stress free mortgage process for all of our customers and we have that same mission throughout all of our offices We understand that success cannot be attained without teamwork and communication two of our most important strengths M ISSION STAT EM EN T We take care of our Family who help us take care of our Customers which allows us to give back to our Community OUR CULT U R E Advisors Mortgage Group is a family owned company and that is a fact of which we are truly proud We treat our employees like family and that begins with four core values that are not just words to us but are practiced and integrated into our everyday work environment CARING We care not only about the work we do but the people surrounding us every day RESPECT We respect the opinions and beliefs of our team members and value their voices Each person has an important role and is a valuable part of the organization COLLABORATION When people are free to express their ideas and opinions great things can happen Working together as a team to create a seamless and stress free loan process for our clients is our top priority DIVERSITY AND INCLUSION We are a diverse group of people who all work together to make things happen We believe it is our differences that make us stronger 6 O U R STO RY O UR STO RY 7

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Our Company Culture In Action I LOVE ADV ISO RS IN T ER N A L Every Tuesday we feature testimonials from co workers about an Advisors employee who is GSD Getting Stuff Done 8 O U R STO RY I LOV E A DV I SORS LOA N OFFI CER Every Friday we feature testimonials from customers about an Advisor Loan Officer MOTIVATIO NAL MO N DAYS Every Monday a motivational quote is provided by an Advisors employee and featured on social media and an internal eblast O UR STO RY 9

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Our Brand Pillars Family Customers Community The Advisor Mortgage Group Tagline FA M I LY Advisors was founded in 1999 with the vision of providing a workplace where people treat each other like family The company culture is one of appreciation communication and inclusion The company hosts various outings events for employees such as the Day at the Races at Monmouth Racetrack which is open to all employees and their families with activities games and special character guests as well as a corporate Thanksgiving dinner We also host a National Sales Conference every year to review performance discuss new initiatives and establish goals CUSTOM ERS Advisors appreciation of our employees carries over into the way our employees treat our customers The highest level of customer service is the cornerstone of our organization We strive every day to be the best we can be for our customers and their satisfaction is our number one priority COM M U NI TY Throughout our 22 year history Advisors has always made it a priority to use our success to help those in need whenever we can There are many outreach programs that Advisors supports across many areas Some of these include the NEADS service dogs for Veterans program the Free Wheelchair Mission and the Trees For Troops program The Free Wheelchair Mission helps provide wheelchairs to those without the means of obtaining their own One Advisors branch in particular donates enough for one wheelchair for each and every loan closed by one of their originators FreeWheelchairMission org NEADS helps our nation s Veterans that may suffer from PTSD or other combat related injuries match them with service dogs to help with emotional and physical support Neads org Trees for Troops helps donate Christmas trees to deployed soldiers both home and abroad to ensure their families are able to celebrate the holidays in otherwise tumultuous times ChristmasSpiritFoundation org 10 O U R STO RY O UR STO RY 11

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Brand Consistency 12 B RA N D C O N S I STE N CY 2 B RAND C O NS I ST E NCY 13

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Color Palette Primary GOLD BLUE The meaning of gold is Blue used as a secondary illumination wisdom and wealth or accent color offers Gold often symbolizes high trustworthiness confidence and quality success and knowledge calmness while gray offers a This paired with the classic color neutral background of security black which is sophisticated and and reliability G OL D B LUE GR E Y PANTONE P 4 16 C R 231 C 11 G 200 M 17 B 30 Y 100 K 0 PANTONE P 104 14 C R 66 C 78 G 116 M 53 B 185 Y 0 K 0 PANTONE P 179 3 C R 209 C 0 G 211 M 0 B 212 Y 0 K 20 W HI TE YE LLOW GO LD PANTONE P 1 1 C R 255 C 0 G 255 M 0 B 255 Y 0 K 0 PANTONE P 1 14 C R 251 C 3 G 235 M 2 B 110 Y 70 K 0 PANTONE P 4 16 C R 231 C 11 G 200 M 17 B 30 Y 100 K 0 has substance our brand colors portray a balance of all these attributes but most importantly they convey strength and longevity 14 B R A N D C O N S I STE N CY B RAND C O NS I ST E NCY 15

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Logo Specifications Logo Library P RIM A RY LO G O P R I M ARY LOGO S E C O N DA RY LO G O H O RI ZO N TA L STAC KE D S E C O N DA RY LO G O H O RI ZO N TA L ST RA I G H T 16 B RA N D C O N S I STE N CY MINIMUM SIZ E AVOI D W I TH LOGO The smallest the logo should be represented is 1 5 wide C h a n gi n g a ppr ov e d c ol or s P u tti n g on a n gl e s Ha r s h dr ops h a dow s Low e r i n g opa c i ty of fu l l l ogo U s i n g on l y ty pe w i th ou t H ou s e B RAND C O NS I ST E NCY 17

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Logo Library One Color Variations P R I M A RY LO GO SE C O NDARY LO G O H OR I ZON TAL STACK ED SE C O NDARY LO G O H OR I ZON TAL STR A I GH T 18 B R A N D C O N S I STE N CY Logo Library Two Color Variations Gold options only to be used when the gradient color way can not be produced P R I M A RY LOGO S E C O N DA RY LO G O H O RI ZO N TA L STAC KE D S E C O N DA RY LO G O H O RI ZO N TA L ST RA I G H T B RAND C O NS I ST E NCY 19

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Logo Library Alternate Variations The outline assists the Advisors Mortgage Group Logo to stand out on busy backgrounds 20 B RA N D C O N S I STE N CY B RAND C O NS I ST E NCY 21

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Team Logo Anniversary Logo Every year we develop a new anniversary logo which we start using in June of that year to May 31st of the following year Y E AR 2021 R OU ND E D CO RNE RS S H AP E T HE T E A M NA ME BOX TEAM NAME T HE TEAM NAME BOX S PANS WI DTH OF BOTTOM TEXT 22 B RA N D C O N S I STE N CY P R OXIM A N OVA EXT R A B OL D B RAND C O NS I ST E NCY 23

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Additional Logos JUMBO LOANS ADV ISO RS U NI VERSIT Y O M M UN ITY WE TA K E T H E ADVI S OR The Advisor is a newsletter style mailer that is sent to customers This logo can be used in marketing campaigns focused solely on Jumbo loans B U Y IT F IX IT When purchasing a home with a Fix It mortgage this logo should be used KE E P IT F IX IT When refinancing a home with a Fix It mortgage this logo should be used B U Y IT F IX IT N E W YORK This logo is to be used when purchasing a home with a Fix It mortgage in the state of New York TM advisors p e t TA K S SU R FAMI LY WHO M O R T G AG E G R O U P E W LO ADVISORS OU I VE BACK TO TO G OF OU R RE A RE VISO S ARK R C OF OU AD S TO M E R S W R CU H IC H A L The Acts of Random Kindness logo is used to promote our philanthropic endeavors ADVI S OR S ADVAN TAG E C A DVI SORS AR K 24 AVA stands for Advisors Virtual Assistant AVA is not just one person but it is a whole team who is here to support the marketing efforts of all the loan officers JO N JI M S H OW Every Tuesday Jon Iacono National Recruiting Manager and Jim Ragan Renovation Department Manager deliver a market overview and discussion via Zoom about what you need to know when talking to your customers A C This logo is used when promoting our internal continuing education courses AVA B R A N D C O N S I STE N CY JERSEY SHORE S 1 LENDER HEROES This logo is to be used when marketing our mortgage programs for police firefighters and active military personnel A DV I S O R S P E T This logo is to be used in collateral to promote a charity that is near to our hearts NEADS helps our nation s Veterans that may suffer from PTSD or other combat related injuries match them with service dogs to help with emotional and physical support Neads org ADVI S OR S R I BBON When promoting a charitable organization or event this logo can be used J ER S EY S H OR E LOG O This logo can be used to promote that Advisors is Jersey Shore s 1 Purchase lender RAIN B OW HOU S E In support and reinforcement of the equal housing opportunity regulations this logo is used to show Advisors commitment to upholding these standards ADVIS ORS FAMILY This logo is to be used internally for company events LOG O TAG LIN E This logo is to be used as a secondary logo to our primary one to reinforce our tagline and community culture B RAND C O NS I ST E NCY 25

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Type COPPERPLAT E COPPERPL ATE USED IN LO GO ABCDEFGHIJKLMNOPQRSTUVWXYZ abcdefghijklmnopqrstuvwxyz 1234567890 Regular Light Bold Primary font weight for logo PROXIM A N OVA PROX I M A NOVA U SED IN H E ADLIN E S SUBTITLE S B O DY CO PY ABCDEFGHIJKLMNOPQRSTUVWXYZ abcdefghijklmnopqrstuvwxyz 1234567890 PROXIM A N OVA C O N D EN SE D ABCDEFGHIJKLMNOPQRSTUVWXYZ abcdefghijklmnopqrstuvwxyz 1234567890 AD OBE CAS LO N P RO ABCDEFGHIJKLMNOPQRSTUVWXYZ abcdefghijklmnopqrstuvwxyz 1234567890 26 B RA N D C O N S I STE N CY Thin Thin Italic Light Light Italic Regular Italic Medium Medium Italic Semibold Semibold Italic Bold Bold Italic Extrabold Extrabold Italic Black Black Italic PROX I M A NOVA COND EN SE D USE D IN H E ADLINE S SUBTITLE S B O DY CO PY Thin Thin Italic Light Light Italic Regular Italic Medium Medium Italic Semibold Semibold Italic Bold Bold Italic Extrabold Extrabold Italic Black Black Italic A D OBE CASLON PRO USE D IN B O DY CO PY Regular Italic Semibold Semibold Italic Bold Bold Italic B RAND C O NS I ST E NCY 27

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Brand Imagery Voice The Advisors Mortgage Group voice is approachable friendly helpful and inclusive while at the same time professional We are customer focused and family oriented IM AGERY G U ID ELIN ES Individuals single people active happy Two people couple partners Personal family celebration good life Home financing experience Enjoying lifestyles Diverse and distinct balanced HE LPFUL T IP S Bright and inviting imagery Cheerful occasions that represent change for the good Portray natural settings enjoying life Through all stages of life young single couple married family retired grandparents Incorporate home real estate financing money 28 B R A N D C O N S I STE N CY B RAND C O NS I ST E NCY 29

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Additional Assets Advisors Mortgage Group House Opacity should be lowered to 50 if text needs to run on top of it Advisors Mortgage Group Tagline Advisors Mortgage Group Mantra Pattern Proxima Nova Semibold Black White versions Opacity 90 30 B RA N D C O N S I STE N CY B RAND C O NS I ST E NCY 31

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Brand Application 32 B R A N D A P P L I CATI ON 3 B RAND AP P LI CAT I O N 33

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Branded Templates Business Card TOP SECTION PROXIMA NOVA BOLD 12 PT TECHNICAL SPECS GENERAL GUIDELINES Proxima Nova Italic 9 pt Proxima Nova Regular 9 pt 2 x 3 5 16PT Rounded Corners Matte Dull Finish Spot UV on front Make sure branch name on front falls within safety If it doesn t then adjust size tracking slightly Name is in all caps title is italic NMLS must stay at top per compliance House remains in full color unless name title is too long If house must be transparent use 25 per template SIZING IS CONSISTENT AMONG ALL TEMPLATES Proxima Nova Regular 7 pt SEAN CLARK JOHN J THOMPSON Advisors Mortgage Group LLC Advisors Mortgage Group LLC Vice President NMLS 111333 Branch Operations Manager NMLS 205905 Toll Free 800 778 9044 Office 732 292 3133 x116 Fax 732 960 2330 JThompson AdvisorsMortgage com JThompson AdvisorsMortgage com 1411 Highway 35 Ocean NJ 07712 1411 Highway 35 Ocean NJ 07712 he adquarters BACK Headshot left 34 B R A N D A P P L I CATI O N FRONT White Fax 732 960 2330 SClark AdvisorsMortgage com CONTACT INFO MIDDLE SECTION HEADSHOT Proxima Nova Regular 7 pt 11 NO HEADSHOT Proxima Nova Regular 8 pt 15 pt spacing Branch NMLS 33041 See advisorsmortgage com for licensing info BACK Headshot right SEAN CLARK Vice President NMLS 111333 Advisors Mortgage Group LLC Headquarters 1411 Highway 35 Ocean NJ 07712 Toll Free 800 778 9044 Office 732 292 3133 x116 Fax 732 960 2330 SClark AdvisorsMortgage com BRANCH NMLS LICENSING LINE Proxima Nova Condensed 5 pt FRONT Black Toll Free 800 778 9044 Office 732 292 3133 x117 SClark AdvisorsMortgage com Branch NMLS 33041 See advisorsmortgage com for licensing info F R ONT OF CA RD S he adquarters BACK OF CA RD S Branch NMLS 33041 See advisorsmortgage com for licensing info SClark AdvisorsMortgage com BACK No headshot B RAND AP P LI CAT I O N 35

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Branded Templates Email Signature Personalized for each individual Loan Officer and Office HE A DSHOT T EM P LAT E 1 cropped out of background H E A DS H OT TEM PL ATE 2 with background Branded Templates Footer Personalized for each individual Loan Officer and Office HEA D SHOT TEM PL ATE 1 cropped out of background FULL NAME Title NMLS 00000 Address City State 00000 Branch NMLS 00000 Office 000 000 0000 Cell 000 000 0000 XXxxxxxx AdvisorsMortgage com XXxxxxxx AdvisorsMortgage com H E ADSH OT TE MPLATE 2 cropped out of background FULL NAME Title NMLS 00000 Address City State 00000 Branch NMLS 00000 Office 000 000 0000 Cell 000 000 0000 XXxxxxxx AdvisorsMortgage com XXxxxxxx AdvisorsMortgage com Licensed by the NJ Department of Banking and Insurance NO HEAD SH OT T EM P LAT E HEA D SHOT TEM PL ATE 3 with background FULL NAME Licensed by the NJ Department of Banking and Insurance 36 B R A N D A P P L I CATI ON Licensed by the NJ Department of Banking and Insurance Title NMLS 00000 Address City State 00000 Branch NMLS 00000 Office 000 000 0000 Cell 000 000 0000 XXxxxxxx AdvisorsMortgage com XXxxxxxx AdvisorsMortgage com N O H E ADSH OT TE MPLATE FULL NAME Title NMLS 00000 Address City State 00000 Branch NMLS 00000 Office 000 000 0000 Cell 000 000 0000 XXxxxxxx AdvisorsMortgage com XXxxxxxx AdvisorsMortgage com Licensed by the NJ Department of Banking and Insurance B RAND AP P LI CAT I O N 37

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Branded Templates Media Personalized for each individual Loan Officer and Office Website Facebook Instagram and LinkedIn 38 B RA N D A P P L I CATI O N B RAND AP P LI CAT I O N 39

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Branded Templates Marketing Personalized for each individual Loan Officer and Office We have marketing templates on file that have already been approved by our compliance department Here are some examples Branded Templates E blasts Personalized for each individual Loan Officer and Office 30 SECOND U PDATE Every week a market update is written and a social media post and eblast are created to keep our customers updated TO VIEW OT H ER T EM P LAT E S AVA I L A BL E V I S I T w w w Ad viso rsM a rket i ng F l y e r s co m 40 B RA N D A P P L I CATI ON B RAND AP P LI CAT I O N 41

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Merchandise Feeling your best means looking your best All merchandise items should incorporate the Advisors Mortgage Group brand by including one of the following the house the Advisors Mortgage Group symbols icons or taglines Wearables and additional merchandise may also have custom graphics created Marketing Department approval required TO VIEW CU RREN T M ERC H A N DI S E AVA I L A BL E V I S I T w w w Ad viso rsSw a g c o m 42 B R A N D A P P L I CATI ON B RAND AP P LI CAT I O N 43

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15 Terminology In addition to maintaining Advisors Mortgage Group s brand in all mediums by following guidelines and branding all creative and voice must follow a similar model for consistency Communications must tie in the Advisors Mortgage Group branding with messaging VOTED BACK TO BACK Best of the Best Mortgage Company in Monmouth Ocean Counties 2018 2019 2020 2021 1 15 Advisors Mortgage Group s voice is approachable friendly helpful and inclusive while at the same time professional We are customer focused and family oriented ADVISORS IS CONSISTENTLY AMONG THE HECM WORLD TOP 15 REVERSE MORTGAGE LENDERS IN THE COUNTRY 4 Advisors Mortgage Group should never be referred to as AMG AWARDS AC C O LA D ES ADVISORS HAS MADE THE LIST OF THE FASTEST GROWING COMPANIES IN NJ IN 2014 2016 2017 AND 2020 It is best practice to include Advisors Mortgage Group s accomplishments when promoting the company in a publication marketing work environment or branch achievements 15 Steven Meyer President Jersey Shore s ADVISORS HAS BEEN NAMED AS ONE OF THE BEST PLACES TO WORK IN NEW JERSEY BY NJ BIZ MAGAZINE NINE YEARS IN A ROW the Jersey Shore s Favorite Mortgage Company 10 15 ADVISORS HAS HAD AN A BBB RATING FOR THE LAST 15 YEARS 40 ADVISORS PRESIDENT AND VICE PRESIDENT WERE NAMED TO THE NJ BIZ 40 UNDER 40 LIST IN 2014 AND 2018 ADVISORS HAS BEEN ON THE INC 5000 S FASTEST GROWING COMPANIES LIST FOR 10 YEARS IN A ROW FA MI LY CUSTO ME R S CO MMUN IT Y ADVISORSMORTGAGE COM 1411 Highway 35 Ocean NJ 07712 NMLS 33041 732 292 3133 44 B R A N D A P P L I CATI O N Please refer to our website for complete licensing information B RAND AP P LI CAT I O N 45

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Disclaimers As a financial institution there are rules and regulations that govern an important aspect of Advisors Mortgage Group marketing These laws are in place to protect our customers from any type of financial misrepresentation while protecting their investment RESPA Real Estate Settlement Protection Act was enacted by Congress to provide home buyers and sellers with improved disclosures of settlement costs to eliminate abusive practices in the real estate settlement process Furthermore RESPA is also in place to govern referral business and co marketing arrangements between real estate agents and lenders All Advisors Mortgage Group team members are required to take educational training and testing on critical privacy policies and financial lending laws Disclaimers taglines and accolade references are to be displayed small towards the bottom of each marketing piece in either corner or centered They should be smaller than all other assets with text no smaller than 5pt The Equal Housing Opportunity EHO is required on applications where the Advisors Mortgage Group logo is present Go to www fdic gov for more information All marketing collateral must include both Corporate and Loan Officer NMLS and State Licensing ADV ISORS M O RTGAG E G R O U P L I CE N S I N G I N F O R MATI ON Advisors Mortgage Group LLC Licensing Information Note Branch holds additional licenses for actual branch location AZ Arizona Mortgage Banker License BK 0946372 CA Licensed by the Department of Financial Protection and Innovation under the California Residential Mortgage Lending Act CO CT DC DE FL GA Georgia Residential Mortgage Licensee IL Residential Mortgage Licensee No MB 6761400 IN KY KS Kansas Licensed Mortgage Company License MC 0025622 ME MD MA Advisors Mortgage Group LLC lender MC 33041 MI MN NH Licensed by the New Hampshire Banking Dept NJ Licensed by the New Jersey Department of Banking and Insurance NY Licensed Mortgage Banker NYS Department of Financial Services NC OH OR License ML 5281 PA RI Rhode Island Licensed Lender SC SD TX VA VT WA License CL 33041 WV www nmlsconsumeraccess org ADV ISORS M O RTGAG E G R O U P DI S C L A I ME R I N F OR MATI ON MINIMUM SIZE The smallest the EHO logo should be represented is 25 wide The Equal Housing Opportunity EHO is required on applications where the Advisors Mortgage Group logo is present For more information go to www fdic gov Each office is independently owned and operated If your home is currently listed for sale with a real estate agency please disregard this notice It is not our intent to solicit the offerings of other brokers You are under no obligation to use the mortgage services of Advisors Mortgage Group LLC who is not affiliated with this real estate licensee You may obtain your mortgage loan from another source 46 B R A N D A P P L I CATI ON B RAND AP P LI CAT I O N 47

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Advisors Mortgage Group LLC Licensing Information Note Branch holds additional licenses for actual branch location AZ Arizona Mortgage Banker License BK 0946372 CA Licensed by the Department of Financial Protection and Innovation under the California Residential Mortgage Lending Act CO CT DC DE FL GA Georgia Residential Mortgage Licensee IL Residential Mortgage Licensee No MB 6761400 IN KY KS Kansas Licensed Mortgage Company License MC 0025622 ME MD MA Advisors Mortgage Group LLC lender MC 33041 MI MN NH Licensed by the New Hampshire Banking Dept NJ Licensed by the New Jersey Department of Banking and Insurance NY Licensed Mortgage Banker NYS Department of Financial Services NC OH OR License ML 5281 PA RI Rhode Island Licensed Lender SC SD TX VA VT WA License CL 33041 WV www nmlsconsumeraccess org

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