🤝 SoCal Realtor Partner — Outreach Kit

Win OC & LA agent referrals · the "I close your hard buyers" angle · plain-NEXA branding
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⚠️ Compliance — CA marketing. Built under plain NEXA Lending branding (your "DSCR Insider Powered by NEXA" brand is approved for MO, not yet CA). Submit to NEXA compliance before publishing or sending. No rates/APRs, no guaranteed approvals, all programs "subject to qualification / vary by lender." Carries NMLS #2067609 + NEXA #1660690 + CA/MO-not-Kansas + Equal Housing + not-a-commitment.

1 · The shareable one-pager

Screenshot this card for LinkedIn / DM / a PDF leave-behind. It speaks to what an agent cares about: getting tough buyers to close.

For Orange County & LA real estate agents

I close the buyers other lenders turn down.

Jermaine Fields · Mortgage Loan Originator · NEXA Lending. When a buyer's income is "complicated," the price is high, or they're an investor — that's exactly who I'm built for.

Self-employed & 1099 buyers
Qualify on 12–24 months of bank statements or 1099s — no tax returns. The OC business-owner's lender.
High-net-worth, asset-rich
Asset-utilization loans qualify on assets, not income. Big balances, thin tax return? Still a path.
Jumbo & Super Jumbo
Financing well into the multi-millions for OC/LA price points — including non-QM jumbo for complex income.
Real estate investors
DSCR loans qualify on the property's rent (not the buyer's income), plus options for short-term / vacation rentals.
Foreign nationals & ITIN
Non-QM programs for buyers conventional lenders can't touch.
Standard buyers, too
Conventional, FHA, VA, and CA first-time-buyer programs — the full shelf under one roof.
Why agents partner with me: I save deals the bank declined, I move fast on pre-quals, I communicate straight, and I bring one source for every loan type — so your buyer keeps their home and your closing keeps its date.
Send me your toughest pre-approval. I'll tell you the path — no obligation.
Jermaine Fields · NMLS #2067609 · NEXA Mortgage, LLC · NMLS #1660690 · Licensed in California & Missouri only (not Kansas) · Equal Housing Lender. This is not a commitment to lend, an approval, or a rate quote. All loans subject to qualification; programs and terms vary by lender.

2 · LinkedIn connection request (short)

Keep under ~300 characters. Warm, peer-to-peer, no pitch.

Hi [Name] — fellow real estate pro here in Southern California. I'm a mortgage loan originator with NEXA Lending who specializes in the buyers agents struggle to place: self-employed, jumbo, high-net-worth, and investors. Would love to connect and be a resource for your deals.

3 · Intro DM (after they connect)

Thanks for connecting, [Name] — love the work you're doing in [OC/LA]. Quick reason I reached out: I'm a loan originator with NEXA Lending, and I focus on exactly the buyers that can stall a deal — self-employed and 1099 (I can qualify on bank statements or 1099s, no tax returns), high-net-worth buyers who'd rather qualify on assets than income, jumbo and super-jumbo for our price points, and investors (DSCR loans that qualify on the property's rent, plus short-term-rental options). Basically: if a buyer's income is "complicated," the price is high, or the bank already said no, that's my lane. No ask here — just want to be the lender you can call when a file gets tricky. Mind if I send over a quick one-pager on what I can do for your buyers? — Jermaine Fields · NEXA Lending · NMLS #2067609 (CA & MO; not a commitment to lend)

4 · Soft comment on a listing post (optional)

Supportive, not a solicitation — build rapport, then move to DM. Don't quote rates or pitch on a public post.

Beautiful listing, [Name] — that's a special pocket of [neighborhood]. For buyers at this level, the right financing structure matters as much as the offer, especially for self-employed or high-net-worth borrowers. Happy to be a resource if any of your buyers ever need a creative path. 👏

5 · Talking points (for a call / coffee)

6 · Live example — luxury LA post + warm DM (Katharine / KDM Realty)

Use when a luxury LA broker connects. Post = presence; DM = the real opportunity (warm reconnect). Both plain-NEXA — submit to compliance before publishing.

📲 LinkedIn post

Luxury homes in LA rarely fall apart over price. They fall apart over financing. Here's the pattern at the high end almost every time: the buyer can clearly afford the home — but their income is "complicated." They're a business owner who writes off aggressively. Their wealth is in assets, not a W-2. Or it's a jumbo the big bank wants to drag out for 60 days. That's exactly the buyer I'm built for. A few paths a lot of people don't realize exist: • Self-employed? Qualify on 12–24 months of bank statements or 1099s — no tax returns. • Asset-rich, low taxable income? Asset-utilization loans qualify on what you've built, not what your return shows. • Jumbo & super-jumbo for our price points — including non-QM options for complex income. If you're an agent or a buyer working a high-end LA purchase where the financing is the hard part — not the home — I'm a resource. Send me the scenario and I'll tell you the path. Jermaine Fields | Mortgage Loan Originator | NEXA Lending | NMLS #2067609 Licensed in CA & MO only (not Kansas) | Equal Housing Lender | All loans subject to qualification; not a commitment to lend. #LosAngelesRealEstate #LuxuryHomes #JumboLoans #SelfEmployed #MortgageFinancing

💬 Warm DM (former colleague → referral partner)

Katharine! Great to reconnect — feels like the Colony days were just yesterday. Love seeing you crushing it with KDM, and that Rolling Hills listing is stunning. 👏 Quick update on my end: I'm now a mortgage loan originator with NEXA, focused on exactly the buyers your price point attracts — self-employed, high-net-worth, and jumbo, where the big banks make financing painful. I can qualify buyers on bank statements or assets (no tax returns) and handle super-jumbo for the luxury range. No ask — just want to be the lender you can call when a buyer's financing gets tricky. Would love to catch up properly. Coffee or a quick call soon?

$5M+ capability note (confirmed 6/25/26): EPM's max single loan is $3.5M — confirmed in writing by your AE Doug Swenson. That covers a luxury purchase up to ~$4.4M at 80% LTV, or a $5M home only if the buyer puts ~30% down (loan ≤ $3.5M). For a loan above $3.5M, EPM can't help — you'd need a dedicated super-jumbo lender, which isn't on your shelf yet. Action: before pitching yourself for true $5M+ luxury financing (e.g. Katharine's listings), add a >$3.5M super-jumbo source so you're not overpromising. Until then, lead with what's solid: jumbo / DSCR / bank-statement up to a $3.5M loan.