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Why UMortgage? Unlocking Business Growth With America's Most Innovative Mortgage Company

Published: June 20, 2024

Updated: June 21, 2024

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Why UMortgage? Unlocking Business Growth With America's Most Innovative Mortgage Company

The local mortgage broker is pivotal to their community’s positive homebuying experiences. That’s why UMortgage has created a platform that enables brokers to thrive with an innovative tech stack, valuable resources, and a community of support from industry leaders and fellow Loan Originators.

With a track record of record exponential growth since its foundation in 2020, it’s no surprise that the nation’s top Loan Originators are using the power of the UMortgage platform to serve homebuyers in their local communities.

What’s helped UMortgage achieve this growth and what sets it apart in the mortgage industry is its active leadership, innovative tech stack, and community of support. Read more about the benefits of UMortgage below to learn more about the platform that’s helped hundreds of mortgage professionals across the country take control of their business growth and become their community’s trusted mortgage advisor.

UMortgage’s Active Leadership

To grow year after year in a housing market with record-high interest rates and dwindling demand requires experienced leadership to guide through the market headwinds. UMortgage has assembled executive and sales leadership teams that set the platform apart.

At the helm, UMortgage President & CEO, Anthony Casa, is characterized by a profound dedication to creating a supportive ecosystem for Loan Originators. He understands the pivotal role these professionals play in the mortgage process and has thus prioritized the cultivation of an environment where they can thrive.

Under his guidance, UMortgage has become a beacon of support, offering tools, resources, and a community that empowers Loan Originators to exceed their potential. Supporting him in these endeavors is a highly experienced executive leadership team driving process efficiency and creating a culture of excellence.

UMortgage’s Sales Leadership team features some of the top-producing Loan Originators and leading Branch Managers within the mortgage industry. The image above features multi-time Scotsman Guide Top Originators, HousingWire award winners, and National Mortgage News Top Producers.

Loan Originators are offered the opportunity to learn from these experienced professionals through daily Sales Huddles, internal training opportunities, and in-person development events hosted alongside UMortgage’s lender partners.

Started in the summer of 2023, Loan Originators have the exclusive opportunity to be coached in small-group settings by these sales leaders through Level Up Sales Coaching—a first-of-its-kind coaching program that teaches new sales strategies, tracks sales activities, and uses peer-to-peer learning to expand on the strategies that work.

Originating in the Modern Age with an Innovative Tech Stack

The tech-centric modern era requires a modern approach to home loans. At UMortgage, our Loan Originators have access to fully online mortgage origination software that allows them to work from anywhere.

With ARIVE, UMortgage Loan Originators can pull pre-approvals, upload important loan documents, track their active loans and pre-approvals as the clients move through their pipeline, and send automated updates to agents and borrowers of their loan status through each step.

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Speaking on the benefits that this digital origination software has had on his business, Andrew Cady, UMortgage Branch Manager, said, “For me, the technology was one of the biggest differentiators when I moved over from the retail model. You can run side-by-side loan comparison quotes and generate fee sheets in a matter of seconds. The speed and intuition of the tech stack have been a game changer that’s had an immediate positive impact on my business.”

UMortgage also offers its Loan Originators an innovative sales tracking app that allows them to monitor their sales activities, track their current leads, and ensure that they’re nurturing their client and agent relationships.

Leaning on a Community of Support

UMortgage is proud to have a winning culture in place that has created a community of support across the entire organization. With more than 300 Loan Originators currently using the UMortgage platform, mortgage professionals at any experience level can lean on their fellow LOs to discover new sales strategies and business tactics.

Beyond its growing team of LOs, UMortgage boasts a best-in-class in-house Operations team that handles your loan files with speed and precision from disclosures through the loan’s funding. With average turn times of 16 days from TRID to clear-to-close and an industry-leading 95 net promoter score, you can trust that your clients’ mortgages are in safe hands throughout the process so you can focus on building relationships and generating new leads.

Running a successful business goes beyond your loans, though. When you join UMortgage, you have the assurance of a tech team to make sure your systems are firing on all cylinders, a compliance team to assist with license transfers and regulations, and an HR team to help you get the most out of your benefits.

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Finally, your ability to get in front of new clients and prospective partners is crucial to your success as a broker. UMortgage’s award-winning Marketing team offers a wide range of branded content to grow your social media presence, educate your network on the nuances of the mortgage process, host events, share your full suite of lenders and loan products, and nurture your relationships with clients and agents.

Since it was founded in 2020, the UMortgage platform has become the best place for mortgage professionals to take their businesses to the next level. If you’re a broker looking to modernize your business with a relationship-based approach, register here for the Loan Originators Powered by UMortgage call on Thursday, June 27th at 2pm ET.

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The BasicsJune 20, 2024
Why UMortgage? Unlocking Business Growth With America's Most Innovative Mortgage Company
The local mortgage broker is pivotal to their community’s positive homebuying experiences. That’s why UMortgage has created a platform that enables brokers to thrive with an innovative tech stack, valuable resources, and a community of support from industry leaders and fellow Loan Originators. With a track record of record exponential growth since its foundation in 2020, it’s no surprise that the nation’s top Loan Originators are using the power of the UMortgage platform to serve homebuyers in their local communities. What’s helped UMortgage achieve this growth and what sets it apart in the mortgage industry is its active leadership, innovative tech stack, and community of support. Read more about the benefits of UMortgage below to learn more about the platform that’s helped hundreds of mortgage professionals across the country take control of their business growth and become their community’s trusted mortgage advisor. 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UMortgage’s Sales Leadership team features some of the top-producing Loan Originators and leading Branch Managers within the mortgage industry. The image above features multi-time Scotsman Guide Top Originators, HousingWire award winners, and National Mortgage News Top Producers. Loan Originators are offered the opportunity to learn from these experienced professionals through daily Sales Huddles, internal training opportunities, and in-person development events hosted alongside UMortgage’s lender partners. Started in the summer of 2023, Loan Originators have the exclusive opportunity to be coached in small-group settings by these sales leaders through Level Up Sales Coaching—a first-of-its-kind coaching program that teaches new sales strategies, tracks sales activities, and uses peer-to-peer learning to expand on the strategies that work. Originating in the Modern Age with an Innovative Tech Stack The tech-centric modern era requires a modern approach to home loans. 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