Anthony Casa Earns Inman 2024 Best of Finance Honor

PHILADELPHIA, PA., August 18, 2025 — Tempo, UMortgage’s proprietary sales performance and tracking app, has launched its most prominent feature yet. The Tempo Relationship Tracker provides Loan Originators with a single hub to monitor, evaluate, and grow the relationships that drive their business, offering actionable insights to maximize referral partner engagement and lead generation. The Relationship Tracker combines key data recorded by users in Tempo, including sales activities, loan referrals, and engagement history, with result-driven data from UMortgage’s LOS. This combination creates a dynamic relationship score for each contact to provide users with clear insights into which referral partners generate most of their business, which relationships need nurturing to earn more referrals, and the specific activities necessary to strengthen & maintain these connections. “There's nothing in the mortgage industry that does anything close to what Tempo does,” said Sean Grapevine, UMortgage VP of Product and former $50m/year mortgage producer. “Being able to build our relationship management feature directly on top of our LOS data allows our Loan Officers to have unprecedented clarity on their daily priorities and the health of their referral relationships. Now that Tempo is equipped with the Relationship Tracker, they never have to wonder, ‘what's the most valuable use of my time?’ again.” For loan originators, this feature marks a significant advancement in managing their networks with precision and purpose. Instead of relying on guesswork, scattered contact lists, or vague impressions, users can now adopt a strategic, data-driven approach to building partnerships and discovering new business opportunities. The Relationship Tracker builds on Tempo’s mission to empower mortgage professionals through daily accountability, measurable progress, and tools that make prospecting more engaging and accessible. Since its debut, Tempo has helped both new and top-performing Loan Originators overcome market challenges, achieve personal records, and stay consistent through its leaderboards, activity streaks, and streamlined performance monitoring. If you're a Loan Originator who's interested in learning more about how Tempo and the UMortgage platform are working together to give independent mortgage brokers an edge in an increasingly competitive industry, we invite you to follow this link and watch our latest Loan Originators Powered by UMortgage call. After watching the presentation, a member of the UMortgage team will be in touch.

PHILADELPHIA, PA., August 12, 2025 — For the second consecutive year, UMortgage—a national mortgage company with a vision to create life-changing opportunities through homeownership—was ranked on Inc Magazine’s Inc 5000 list, recognizing the fastest-growing private companies in the United States. UMortgage is ranked no. 579 overall, 13 in Pennsylvania, 13 in the Philadelphia region, and 37 nationally in financial services. It earns a second consecutive appearance on the list following UMortgage’s first year of eligibility last year, a testament to its sustained growth since its founding in 2020. Inc. 5000 recognizes the most successful independent and entrepreneurial businesses in the U.S. economy over the last 4 years. The prestigious ranking provides a data-driven look at the most successful companies within the economy’s dynamic segment: its independent, entrepreneurial businesses. “We’re incredibly proud to make the Inc 5000 list for a second year in a row, but we didn’t get here by chasing growth for the sake of it. We got here by doing the hard work,” said Anthony Casa, UMortgage President & CEO. “We got here by finding better ways to operate, one step at a time. By making improvements, even when no one’s watching. And by never settling for 'good enough.' Our systems are getting more dialed in, our team is getting more disciplined in their actions, and our client experience is getting better every day.” UMortgage earned its rank after seeing its revenue grow by 716% from 2021 to 2024. In 2024, UMortgage broke its company record for annual funded units and volume for the fourth straight year after closing 7,080 loans for $2.47 billion in volume. Notably, that record-breaking year was the result of a more productive team. In 2024, UMortgage saw the average number of loans closed per LO increase by 38% from 2023. That increased productivity reflects UMortgage’s continued investment in tools, systems, and training that drive scalable and sustainable growth. Part of this investment, which has also contributed to the 3,975 loans closed for $1.47 billion between January and July 2025, is Tempo, UMortgage’s proprietary sales performance platform. Tempo is transforming how loan officers grow their business with more effective prospecting, stronger client and agent relationships, and accountability to do the necessary work every day. When using Tempo, UMortgage LOs track the different activities involved in the sales process—things like phone calls, face-to-face meetings, and themed “Play of the Day” activities—to gain insight into the tasks that have the highest return on investment. Tempo has several exciting new features on the way, including its Relationship Tracker, which will provide deeper insights into an LO’s relationship with their real estate agent partners and provide suggested tasks to strengthen new relationships and maintain strong partnerships. Follow this link to see the latest Tempo updates and stay tuned for more to come later this year. With scalable systems like Tempo, a culture rooted in discipline and accountability, and a team that’s committed to getting better every day, UMortgage’s latest Inc 5000 honor is just the start of what’s ahead. The company’s trajectory is driven by people who show up, do the work, and strive to get better every day. If you’re someone who thrives in a high-performance environment, believes in the power of homeownership, and wants to be part of one of the fastest-growing companies in the country, we want to hear from you. Head to our Careers Page to explore the latest open opportunities at UMortgage in Loan Origination, Operations, and corporate support. About UMortgage UMortgage is a national mortgage lender dedicated to creating life-changing opportunities through homeownership. With Loan Officers licensed nationwide, a wide range of lenders, and a streamlined homebuying process, UMortgage offers a modern mortgage experience for all homebuyers.

Tempo Features Added: A Breakdown of What’s New Tempo, UMortgage’s proprietary sales performance platform, is changing how loan officers build client relationships, stay connected with partners and agent prospects, and grow their business—one tracked activity at a time. Built to support the future of mortgage origination, Tempo empowers users to consistently execute the daily behaviors that lead to long-term success. From face-to-face meetings and personalized follow-ups to “Play of the Day” sales challenges, every action logged in Tempo is tracked, scored, and celebrated through real-time leaderboards and streak recognition, rewarding consistency and making it visible. Over the past month, Tempo has introduced several new features and enhancements designed to improve usability, increase personalization, and strengthen the platform’s real-time feedback loop. These updates help loan officers stay engaged, stay accountable, and ahead, no matter what the market is doing. New Tempo Features for Loan Officer Sales Activity Tracking: Updated Daily Progress Tracker The Tempo dashboard now features a visual progress ring that breaks down daily performance by activity type, giving users a clear view of how their day is tracking. 100-Point “Master Your Day” Enhancement Loan originators can now earn 100 points to maintain their daily activity streak. This update refines the underlying scoring system for greater accuracy. Expanded Email Opt-In Campaigns Loan originators can opt in to automated marketing campaigns directly within Tempo, making it easier to stay top-of-mind with real estate agent partners and clients—without manual effort. Open House & Event “Record Activity” Update The event logging experience has been enhanced. Users can now specify whether they stopped by or sponsored an Open House, or whether they hosted or attended an event—unlocking additional points for each meaningful connection made. New Leaderboard Views & Faster Refresh Leaderboards now offer filtering by branch and time period (today, yesterday, this week, last week), and refresh instantly with each new activity tracked—creating a more dynamic and competitive experience. Instant Credit Pull Points Activity points are now awarded immediately after each credit pull, providing real-time feedback and reinforcing momentum. Tempo100 Club Streak Banner A new visual banner has been added to the Streak dashboard for Tempo100 Club members, celebrating those who’ve achieved 100 consecutive days of tracked activity. New Contact “Type” Selection A contact classification dropdown has been introduced to help organize entries by type: Client, Real Estate Agent, Referral Partner, VIP, Friends/Family, or Industry Professional. Edit Contacts from the Activity Log Users can now edit contact details—such as phone numbers or names—directly from the activity log, improving accuracy and usability. Delete Activities from the Activity Log Accidental or duplicate activities can now be removed from the activity log, helping maintain cleaner data and better performance tracking. Optional Contact Referral Field A new referral source field has been added, allowing users to track who referred each new contact—improving relationship visibility and attribution tracking. Streak Progress Confirmation Screen A confirmation screen now appears when activities are tracked, displaying streak progress and offering motivational messaging to encourage consistency. Live Leaderboards Leaderboards have been upgraded to reflect activity in real time, ensuring users always see the most current rankings. Collapsible Sidebar The sidebar can now be collapsed or expanded, offering a more customizable and focused workspace. Customer Service Numbers in First Payment Emails First payment reminder emails now include borrower-facing customer service phone numbers, helping streamline borrower support. “Create New Contact” When Logging Activities When logging an activity, users can create a new contact right from the search box. Just by typing the person's name, users will be met with a “Create New Contact” option. By clicking this option, the name the user originally typed will automatically fill in the First Name and Last Name fields. Recent Tempo Enhancements to Boost Loan Officer Productivity: Recurring Loan Anniversary Emails Loan anniversary emails are now sent annually, instead of just once after the first year, to maintain long-term borrower engagement. Responsive Homepage Experience The homepage has been optimized across screen sizes, improving usability on both desktop and mobile devices. Smarter Contact Input Text fields are now auto-selected when adding new contacts, reducing clicks and streamlining the process. Improved Open House/Event Loading Feedback When logging multiple attendees for an Open House or Event, new loading messages have been added to provide clear, real-time feedback during entry. Improved sync between ARIVE and Tempo ARIVE, UMortgage’s LOS/POS, and Tempo have enhanced their sync to avoid duplicate contacts with the same information. Confetti to Celebrate Daily Streaks When a user tallies a new streak day in Tempo, their achievement will be celebrated accordingly... with confetti! UMortgage loan officers are using Tempo to drive real results in their business.Read real stories about the impact Tempo is having on loan originators at UMortgage. If you're a loan officer looking for a system that rewards action, strengthens pipeline performance, and keeps you accountable to the behaviors that grow your business, learn more about gaining exclusive access to Tempo by joining our next Loan Originators Powered by UMortgage call.