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UMortgage Launches Level Up Sales Coaching Program to Help Loan Originators Scale Their Businesses

February 29, 2024

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UMortgage Launches Level Up Sales Coaching Program to Help Loan Originators Scale Their Businesses

UMortgage is committed to helping its Loan Originators take their production to the next level when they join the innovative mortgage platform. On top of its custom portfolio of marketing materials, around-the-clock Operations support, and robust lender optionality, UMortgage created its Level Up Sales Coaching program to connect its LOs with top producers and leading minds within the mortgage industry.

These small-group coaching sessions led by UMortgage leaders and Branch Managers feature innovative technology to track sales activities and improve lead conversion, a structured curriculum to foster individual and collective growth, and valuable resources to offer referral partners and clients.

Structured Curriculum Driven By Innovative Technology

Level Up Sales Coaching has a lasting impact on its students by breaking down long-term goals into smaller, repeatable sales activities that drive desired outcomes. At the beginning of a Level Up semester, students outline their target gross income and desired work schedule with their coaches.

These goals are then plugged into Level Up technology — an app that tracks these targeted figures and presents tangible outcomes such as new leads, credit pulls, pre-approvals, locks, and fundings per month. The actions needed to generate these sales metrics are further broken down into sales activities like phone calls, face-to-face meetings, events hosted, online posts, and casual meetings over lunch or coffee.

Level Up’s 60-minute bi-weekly sessions allow students to review their sales activities with their dedicated coaches to determine what’s effective in helping convert sales activities into leads and the subsequent actions that turn leads into funded loans. These groups are broken down into a small setting of 3-to-5 Loan Originators being led by a sales coach, which we’ll expand further on in the next section.

Industry-Leading Sales Coaches

UMortgage’s Level Up Sales Coaches are carefully selected by its program leaders — Tyler Hodgson, EVP of Growth, and Sam Abazari, Director of Coaching. Among each semester’s coaches are UMortgage’s top-producing branch managers and members of its executive leadership team.

By leaning on the expertise of these experienced and successful mortgage professionals, Level Up students can workshop their approach to the different sales activities identified through their Level Up app.

With a more intimate classroom setting, students have more time to workshop their approach to their sales activities with their expert coaches. When students are assigned their coach, individual factors such as experience level, loan specialties, and location are all taken into account to ensure students can learn from a teacher who has been in their shoes before.

Value Offerings for Real Estate Agent Partners

As a member of UMortgage’s Level Up Sales Coaching program, students can invite their real estate agent partners to exclusive monthly training sessions specifically catered to help agents grow their businesses and increase their client conversion rates.

Each month, students’ agent partners receive access to a new, unique training session covering various topics, from prospecting to lead conversion, follow-up with past clients, and more.

Leading with Proven Results

UMortgage’s Level Up Sales Coaching program leads with proven results. Following its first semester, 99% of students said the curriculum made them a better Loan Originator. With tools like SalesScreen, business trackers, and other outlets to set goals and receive incremental advice to achieve them, 96% of students said Level Up helped them increase their sales activities.

UMortgage launched the second semester of Level Up in January 2024 with resounding success. Following the consensus of positive achievements found by students during its inaugural semester, the second semester of Level Up saw a record number of registrants, with more than 150 Loan Originators signed up.

The success of UMortgage's Level Up Sales Coaching program directly correlates to the record-setting year the innovative mortgage platform had in 2023. With an increase in sales activities seen by its Loan Originators, UMortgage was able to surpass $2 billion in yearly funded volume — a 115% year-over-year increase,

UMortgage has used its momentum to fly off the blocks in 2024. Facing another year of record-breaking growth, UMortgage is continuing its mission to make the best Loan Originators maximize their potential and create life-changing opportunities through homeownership for individuals and families nationwide. If you're interested in learning how the tools available on this innovative platform can help you grow your business, register for our bi-weekly Loan Originators Powered by UMortgage call to hear first-hand advice from UMortgage leaders and top producers.


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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. 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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. 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