Equity Services Inc. Reviews | Glassdoor

Equity Services Inc. Reviews

3 reviews

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2.6
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Jeffrey Burgess
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  1. "New company to mortgage wholesale may not yet be ready."

    StarStarStarStarStar
    • Work/Life Balance
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Account Executive in Houston, TX
    Current Employee - Account Executive in Houston, TX
    No opinion of CEO

    Pros

    You are given a lot of room to do your job without being micro-managed. Equity Services has commited to not hiring too many sales people for any given territory. This means that you only have other compnay to compete with and you ont have to worry about another seasoned AE holding all of the good accounts for a particular territory.

    Cons

    Management seems lost and disinterested at times. The right hand does not seem to talk to the left and communication down the chain of command in non-existent. Guidelines for programs change without notice and are effective immediately. The QC process is long and tedious. It prevents docs from going out in a timely manner compared to our competitors.

    Advice to Management

    Put a plan together and execute. Create a file flow that allows for accountability.


  2. "Mediocre Brokerage Firm"

    StarStarStarStarStar
    • Work/Life Balance
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Registered Representative in Hartford, CT
    Current Employee - Registered Representative in Hartford, CT
    Doesn't Recommend
    No opinion of CEO

    Pros

    There is synergy and potential split relationship possibilities between the agencies.
    Solid CPA development program

    Cons

    Poor Technology
    Very Limited selling agreements with alternative products
    Compliance makes a hard job even harder
    Unless you have a licensed personal assistant do not even consider this B/D. You will need to work out of the OSJ office.
    Home office personnel doesn't always return calls
    Much better broker/dealer firms out there.

    Advice to Management

    Hire more qualified staff at the home office. You need to replace the due diligence manager at the very least. Increase your product offering for the reps.

  3. "potential, but not living up to it YET"

    StarStarStarStarStar
    • Work/Life Balance
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Loan Officer in Raleigh, NC
    Current Employee - Loan Officer in Raleigh, NC

    Pros

    surviving mortgage crisis, opportunity if the company leadership can cease it...have good rates...have heard Raleigh is okay, but Charlotte is bad...

    Cons

    lack of leadership in regions, not embracing technology, not very systematic in underwriting, could use operational overhaul

    Advice to Management

    look hard at what management does, lead by example- employees watch what is said and done...not just what is said. Integrity is important