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20 UMortgage Loan Originators Featured Throughout the 2024 Scotsman Guide Rankings

April 6, 2024

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20 UMortgage Loan Originators Featured Throughout the 2024 Scotsman Guide Rankings

Earlier this week, the Scotsman Guide released its 2024 Top Originators Rankings. UMortgage is proud to have 20 different Loan Originators ranked in 4 different categories.

The Philadelphia-based mortgage platform has had multiple Loan Originators feature on the Scotsman Guide’s yearly rankings for the last 3 years. Coming off its best year for funded volume and units, UMortgage also had its highest number of Loan Originators featured in this year’s Scotsman Guide rankings.

Newly introduced coaching programs, accomplished additions to UMortgage’s leadership team, and some of the platform’s unique value propositions all played a part in the 21 different Loan Originators earning spots across the Scotsman Guide’s Top Originators rankings.

In the spirit of UMortgage’s core value to Get Better Every Day, the innovative mortgage platform launched its Level Up Sales Coaching program for Loan Originators in the summer of 2023. Through their involvement in Level Up, 10 UMortgage LOs mastered their sales strategies and grew their businesses to earn spots on the Scotsman Guide 2024 Top Mortgage Brokers rankings.

Level Up arms its students with the necessary knowledge and resources needed to grow their network and exceed their yearly production goals. This first-of-its-kind coaching program connects Loan Originators with industry leaders and top producers and offers innovative business-tracking technology to help students find effective repeatable sales strategies.

Tyler Hodgson, EVP of Growth and 2024 Scotsman Guide Top Mortgage Broker, led the charge to launch Level Up and serves as one of 9 Level Up Sales Coaches for the program’s Spring 2024 semester. Patrick Stoy, a fellow feature on the Scotsman Guide Top Mortgage Broker rankings, also currently serves as a coach.

Jay Bunte, Jimmy Hobson, Ian Twaddle, Lisa Shaull, and Ben Bell have all been active in the program as either coaches or students since the inaugural semester in the summer of 2023, and all feature in the 2024 Scotsman Guide Top Mortgage Broker rankings. With a desire to continually craft skills and Get Better Every Day, 10 UMortgage LOs earned their place on this year’s Top Mortgage Broker rankings.

Along with the sales-tracking technology available in the Level Up Sales Coaching Program, UMortgage’s complete tech stack contributed to the production growth that landed 19 Loan Originators to the 2024 Scotsman Guide Top Dollar rankings.

All UMortgage LOs originate their loans through ARIVE – a fully digital origination platform consolidating a product pricing engine, point-of-sale, lender marketplace, and CRM into an intuitive interface.

With ARIVE, LOs can serve a higher volume of clients with the ability to originate from anywhere in the country. ARIVE also allows UMortgage Loan Originators to invite their agent partners to ARIVE’s exclusive Agent Portal. The Agent Portal allows real estate agents to track their clients’ loans as they pass through the loan pipeline, generate pre-approvals, and create a co-branded loan application with their and their UMortgage partner’s contact information.

UMortgage’s vision is to create life-changing opportunities through homeownership, and 16 UMortgage Loan Originators lived out that vision in a big way by serving a high volume of homebuyers to earn spots on the 2024 Scotsman Guide Rankings for Most Loans Closed.

With an ever-growing suite of custom marketing materials at their disposal, UMortgage LOs can organically connect with a higher volume of prospective buyers and instantly earn their trust by leading with education and prioritizing relationships, not transactions.

UMortgage’s Marketing team offers its LOs curated daily content every month to educate their social media audience on the nuances of the homebuying process, offer financial literacy advice, and share their latest and greatest loan products. Many of the marketing materials available can be co-branded to create a unified approach that strengthens their relationships with real estate agent partners and opens the door to more affordable homebuying opportunities for the homebuyers they serve.

When it welcomed Patton Gade – the 2023 Scotsman Guide Top VA Originator – as its National Director of Military Lending in late 2023, UMortgage signaled its commitment to improve homebuying experiences for veteran and active-duty borrowers.

After transitioning into his role as National Director of Military Lending, Gade serves as a leader for the UMortgage Veterans Alliance – a branch/Sales Division dedicated to serving veteran and active-duty homebuyers with service that’s fitting to their dedication to serving the country.

Under his leadership and the leadership of fellow Scotsman Guide-ranked VA Originator, Jay Bunte, the UMortgage Veterans Alliance has grown to a team of 12 experienced Loan Originators who all specialize in VA loans.

Gade and UVA Branch Manager, Jay Bunte, are both Army veterans and graduates of the United States Military Academy at West Point, while Jimmy Hobson, Branch Manager at UMortgage West, is a staunch advocate for VA homebuying — exemplified by his place on the Scotsman Guide’s Top VA Volume Rankings for the third consecutive year.

In 2023, more than 31% of the loans originated by UMortgage LOs were VA loans. Under the leadership of Scotsman Guide Top VA Originators, Gade, Bunte, and Hobson, UMortgage is on a clear mission to increase access to homebuying opportunities for members of the military community and change the narrative and negative stigmas associated with VA loans within the mortgage industry.

After more than doubling its yearly funded volume and units from 2022 to 2023, UMortgage is on pace for another record-breaking year of growth. In Q1 of 2024, the platform funded 1,544 units and $510mil in overall volume – a 24% year-over-year increase in funded volume and a 35% increase from Q4 of 2023.

UMortgage is constantly growing with innovative origination software, industry-leading coaching opportunities, eye-catching marketing, and a team of LOs committed to supporting each other. To learn more about how you can grow your business with the power of the UMortgage platform, check out our Experience the Difference packet for a comprehensive overview of the ways that UMortgage is empowering brokers nationwide.


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UMortgage Sets New Standard in Veteran Mortgage Support, Serving 240% More VA Borrowers than the Average Lender
PHILADELPHIA, PA., May 23, 2024 — Since its establishment in 2020, UMortgage has focused on expanding access to homebuying opportunities for military community members by building an experienced team of VA loan specialists. Today, the platform has seen incredible progress toward that goal, serving 240% more veterans than the average lender according to data from the Department of Veteran Affairs. While there has been plenty of progress toward becoming the mortgage industry's greatest advocates for veteran homeownership, it is only the beginning of the foundation being laid by the UMortgage Veterans Alliance. Statistics from the Home Mortgage Disclosure Act show that nearly 71% of current service members plan to buy a home in the next 5 years and more than 50% anticipate purchasing a home in the next 2-to-3. However, according to the Department of Veteran Affairs, only 20% of veteran households nationwide purchased their home with their VA benefits. To continue progressing toward a better future for VA homebuying, UMortgage welcomed Patton Gade, the 2023 Scotsman Guide #1 VA Originator, to lead its Division of Military Lending in November 2023. Now 6 months into his leadership position, more than 30% of UMortgage’s total loan volume in 2024 accounts for VA loans originated by its continuously growing team of VA experts — a signal of tremendous progress made by the leading mortgage platform. “Since I joined UMortgage, we’ve grown our overall percentage of VA loans originated through comprehensive education and a focus on the unique needs of our VA borrowers,” said Gade. “While we’ve made progress, there’s plenty more work to do. The VA home loan benefit is one of the strongest loan products in the mortgage industry, but there’s still widespread misinformation throughout the industry preventing millions of active-duty and veteran homebuyers from utilizing it. “We’re going to keep educating our LOs and their agent partners to eradicate these negative narratives and help the members of our military community achieve their dreams of homeownership with the benefits that they earned.” UMortgage regularly hosts VA-specific training opportunities for its Loan Originators, with a 2-day VA-centric session being held in late June. These efforts continue to support the positive change in the narrative surrounding VA loans to ensure buyers feel confident, informed, and supported in using their deserved VA benefits when purchasing a home. The Loan Originators who represent UMortgage’s Division of Military Lending and the UMortgage Veterans Alliance are spearheading this positive change. Schedule a 1-on-1 with a UMortgage leader to learn more about the ways that UMortgage is changing the national narrative surrounding VA loans and how you can play a part in this positive change. About UMortgage: UMortgage is a national mortgage platform on a mission to create life-changing opportunities through homeownership. With Loan Originators licensed from coast to coast, an expansive suite of lenders to shop from, and a quick, clear, & communicative homebuying process, UMortgage is ushering in a modern mortgage experience catered to all homebuyers.
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The mortgage industry and those working within it have faced a fair number of challenges in the last two years. Rapidly rising mortgage rates and dwindling housing inventory have hurt demand and have negatively impacted mortgage brokers and brokerages. However, where some see market challenges, others see prime opportunities to lay a foundation for success. This is exactly the mindset that Anthony Casa, President & CEO of UMortgage, holds and wants brokers nationwide to adopt. “This is a cycle-driven business,” said Casa in an interview with Fergal McAlinden, News Editor of MPA Magazine. “You have to be early because when the market turns, others will scramble while you’ve already set your business up to scale effortlessly.” This mentality has been key to UMortgage’s exponential growth in a shrinking market. The growing mortgage platform broke its yearly records for funded volume and families served in 2022 and 2023 and is on track to raise the bar again in 2024. In April this year, UMortgage set company records for monthly funded units and volume with 688 families served for $238mil in volume. The platform is on pace to break those yearly records once again with sights set on at least $3.25bil in yearly volume. As brokers start to look ahead to the changing market conditions expected later this year and in 2025, it’s crucial to consider if they’re well-equipped to manage the influx of prospective buyers and past buyers who want to refinance to a lower rate. With a penchant for production growth in any market, UMortgage has proven itself to be the go-to platform for brokers who want to scale their production. To learn more about the opportunities available at UMortgage, visit this page for an inside look at the business growth tools available.
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PHILADELPHIA, PA., May 6th, 2024 — UMortgage, a national mortgage company committed to creating life-changing opportunities through homeownership, has developed a habit of setting a new company record nearly every quarter. In April, the platform set a new company record with $238mil in monthly funded volume with 688 families served. Coming off its third highest-producing quarter in company history during Q1 2024, UMortgage is on track to fund an estimated $3.25bil in volume this year. This company record indicates the exponential rate of growth that UMortgage continually achieves every year. From 2021 to 2024, UMortgage averaged an explosive 128% year-over-year growth despite the continued market challenges of rising rates and shrinking inventory that have shaken others in the industry. Reflecting on UMortgage's trajectory, Anthony Casa, President & CEO says, “We’re a much better team now. Everyone is rowing in the same direction with a steadfast commitment to get better every day and make UMortgage the best mortgage company in America.” “It takes the entire team for us to continue to grow and set records when others in our industry downsize,” continued Casa. “Not only are we on pace for our fourth-consecutive year with a new company record for funded volume and families served, but we’re also coming together as a team and positively impacting our communities.” The company's last record month was set back in May 2023. In April, UMortgage announced three new additions to its executive leadership team who will each contribute unique value to UMortgage’s Loan Originators and team members and capitalize on the platform’s momentum. Headlining these additions is Jimmy Hobson taking a role as National Sales Leader after serving as Branch Manager for UMortgage West — UMortgage’s top-producing and fastest-growing branch — since 2021. Utilizing her hands-on experience as Loan Specialist Team Lead, Christina Escobar was promoted to VP of People to continue to develop the company’s culture which prioritizes Relationships, Not Transactions. On top of those two internal promotions, UMortgage also welcomed Mike Farah as Director of Sales Operations in April. Farah joined UMortgage from New Jersey-based Garden State Home Loans to help improve the Operations workflows and tighten the company’s leading turn times. With a clear vision for the future and fresh, experienced leadership paving the path, UMortgage is on pace for its fourth consecutive company record for yearly funded volume and units. Casa will further outline the platform’s vision and goals for 2024 and beyond alongside Corie Meredith, VP of Marketing, and Patton Gade, National Director of Military Lending, during the bi-weekly Loan Originators Powered by UMortgage call this Thursday, May 9th at 2pm ET. Follow the previous link to register and gain an inside look at the platform’s future plans. About UMortgage: UMortgage is a national mortgage platform on a mission to create life-changing opportunities through homeownership for homebuyers across the country. With Loan Originators licensed from coast to coast, an expansive suite of lenders to shop from, and a quick, clear, & communicative homebuying process, UMortgage is ushering in a modern mortgage experience that can cater to any homebuyer.

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