Andrew Chavez Earns Role as UMortgage’s National Director of Sales Development

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.

PHILADELPHIA, June 19, 2025 — UMortgage’s proprietary sales performance and productivity platform, Tempo, is fueling the fastest growth in the mortgage industry by empowering loan originators to track their activities, build better habits, and convert consistent action into meaningful results. "With Tempo, we’re focused on empowering our users to build strong relationships, expand their pipeline, and generate leads with daily sales activities and performance tracking," said Sean Grapevine, UMortgage VP of Product and Tempo project leader. "Our entire platform is designed around simplicity and accountability, ensuring that every action leads to meaningful results. We're making prospecting more engaging by introducing gamification and encouraging accountability with features like leaderboards and streak tracking." You can find Tempo's latest feature releases and enhancements here. Take it from Troy Fjerkenstad, the first Tempo user to join the Tempo100 Club—an exclusive membership for users who achieve a 100-day streak in Tempo. Before Tempo became part of his daily routine in the mortgage industry, Troy found himself at a crossroads as he tried to navigate a consistently difficult real estate market. “At the end of 2024, I sat down and contemplated whether the mortgage business was what I was meant to do.” With encouragement from his wife and support from his mentors at UMortgage, he doubled down and used Tempo as the framework to keep him accountable. “Today, I hit my 100-day Tempo streak. I love what I do, and I’m just getting started.” Mortgage industry vets are taking advantage of Tempo and seeing the results for themselves. Adam Stempin, Loan Originator, celebrated his best month in the mortgage industry earlier this year, thanks to sales activity tracking. May marked Stempin’s best month; with prospecting activities up 63% from the previous month, which led to 84% more loans closed. For him, the driving force behind this growth was simple: track the work, stay consistent, and get uncomfortable. “The more intentional I’ve been, the better the results. There’s a direct correlation between daily activities and closed business. Who would have guessed the number guy would be right?” he laughed. “Track your numbers. Do the work. And watch what happens.” And while Tempo is a great tool to improve business for Loan Originators, it can also help top performers stay accountable and consistent. Take Ben Bell, UMortgageBranch Manager and Scotsman Guide TopLoan Originator, for example. After reaching his 100-day Tempo streak, Ben shared, “Discipline isn’t about being perfect. It’s about showing up, tracking the work, and holding yourself accountable — especially when no one’s watching.” These stories aren’t anomalies—they’re the result of a system built to inspire daily accountability and measurable progress. Tempo is helping loan officers push past uncertainty, set personal records, and turn activity into outcomes. Just as its users grow, Tempo continues to grow too. Over the past month, Tempo has undergone a series of impactful updates to improve usability, expand customization, and make real-time progress tracking even more intuitive. That’s just the start: some big things are coming soon to Tempo later this year. If you’re a mortgage professional who wants to grow your business with Tempo, sign up for UMortgage’s Loan Originators Powered by UMortgage call to learn more about the software and how you can get exclusive access.

Coppell, TX – May 31, 2025 — Building on the momentum of its debut earlier this month, UMortgage hosted the second installment of its LO-V8 workshop on Friday, May 30. Once again, 10 loan officers committed to an intensive, 10-hour day of hands-on development and transformative leadership training led by Tyler Hodgson, EVP of Growth at UMortgage and Founder of NXT Mortgage. LO-V8 (pronounced “elevate”) continues to set a new standard for professional growth in the mortgage industry. The workshop series is designed to push loan officers beyond surface-level strategy and into a deeper exploration of mindset, sales execution, and personal accountability. “This is where growth happens,” said Hodgson. “Not in the easy moments, but in the uncomfortable ones—where we uncover our own barriers and learn to push past them.” The May 30 workshop delivered another powerful experience, filled with breakthrough moments and team connection: Amanda Bisig described the event as more than just a strategy session. “It wasn’t just about sharpening skills—it was about connection, collaboration, and surrounding ourselves with people who challenge us to be better every day,” she said. In a follow-up message, she added, “Tyler Hodgson—you sir, are a unicorn. Great leader, person, originator… I am truly lucky to be on your team and can’t wait to see what the future holds.” Zach Martin reflected on the emotional intensity and lasting value of the day: “Bonds were deepened. Laughs were had. Tears were shed. And our businesses were transformed.” Josh Reed, NXT’s Director of Engagement and co-facilitator, echoed the significance: “This is an example of what makes NXT special. Ten loan officers gave nearly 10 hours of their day to sharpen their value propositions and lay the foundation for next-level success.” LO-V8 remains a small-group experience by design, capped at 10 participants to maximize depth, coaching, and connection. With two workshops now completed, the program is gaining traction across UMortgage’s national platform—with the next event scheduled for June 20 in San Antonio, Texas. “We’re not just building better originators,” said Hodgson. “We’re building leaders. We’re building culture. And we’re just getting started.” If you’re a Loan Originator looking for the kind of leadership, community, and culture that prioritizes your growth—both personally and professionally—this is your sign. Programs like LO-V8 are just one example of what it means to be part of Loan Originators Powered by UMortgage. Want access to opportunities like this? Learn more and join the movement.