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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.

CINCINNATI, OHIO; March 13, 2024 — UMortgage—a national mortgage company that’s creating life-changing opportunities through homeownership—is proud to announce that its Ohio and northern Kentucky-based branches, UMortgage Cincinnati and Ohio Valley Mortgage, have joined forces to form UMortgage Midwest. Led by Branch Managers, Ravi Patel and Justin Allen, UMortgage Midwest boasts a team of 20 experienced Loan Originators serving homebuyers throughout Ohio, Kentucky, Indiana, and beyond. By merging, UMortgage Midwest will align in its strategy to better serve homebuyers and real estate professionals throughout the midwest. “I’m really excited to continue to serve agents and homebuyers to make the homebuying process as a whole more accessible and streamlined,” said Patel. “By combining forces, we have an excellent team of experienced Loan Originators who are eager to help enrich the lives of those in our community through the power of homeownership.” In 2023, the Loan Originators who make up UMortgage Midwest served nearly 600 families throughout the tri-state area. With a unified approach to the way it serves its buyers and partners, UMortgage Midwest is eager to help create more life-changing opportunities through homeownership for local homebuyers. As a whole, UMortgage is coming off its second consecutive year of +100% year-over-year growth and is trending towards doubling its total production again in 2024. The innovative mortgage platform has bested its previous record for locked loan volume three times so far this year, most recently the week of March 6th, and has recorded a 32% increase in families served year-over-year through the first two months of the year. The UMortgage platform is growing at a rapid pace by leading with value and empowering its homebuyers with financial literacy. If you’re interested in learning more about UMortgage’s and UMortgage Midwest’s mission to create life-changing opportunities through homeownership, please visit www.umortgage.com.

Records are set so they can be broken again, and so far in 2024, UMortgage is putting plenty of fresh ink into its record books. After setting a new company record for lock volume in a week in late January, UMortgage set the pace again less than 30 days later, then one-upped that company record the following week. The week of March 6th, the innovative mortgage platform tallied a company record $73 million in weekly lock volume — $3 million higher than the previous record set the week prior. "Momentum is building in a really positive way for us at UMortgage," said Anthony Casa, President & CEO. "February was one of our best months ever for funded volume and with back-to-back record lock weeks to start March, we're on a fantastic trajectory to fund more than $1 billion in volume by the end of Q2." Having set a company-best for lock volume in a week three times in 2024 has UMortgage on pace for another record-shattering year. The national mortgage company has tallied nearly $400 million in funded volume as of March 1st, a 38.5% year-over-year increase by the same point in 2023. With the tide turning for housing affordability and demand subsequently on the rise, UMortgage is anticipating another year setting the pace for industry-best growth behind a relationship-based sales strategy. Growth-minded loan officers and Branch Managers need a trailblazing platform to foster their production growth. If you’re looking for a platform that will allow your business to thrive, schedule a 1-on-1 with a member of UMortgage’s Business Support team.

After more than doubling its year-over-year loan volume in 2023, UMortgage is off to a hot start in the new year as it set a new record for loans locked in a week. During the week of January 29th, the innovative mortgage platform locked 196 units for $68.1 million in total volume – its highest since May 2023. “Typically, May is the peak of the purchase season, so for us to accomplish this record lock week at the end of January is a telling sign of the trajectory we’re on for 2024,” said Anthony Casa, President & CEO. “This is a team effort – our sales activities are up 25% which generates leads, those leads are leading to credit pulls and pre-approvals, and those pre-approvals are putting more loans in our pipeline. I want to share a big kudos to everyone throughout our organization for working in tandem to help us Get Better Every Day as a collective.” UMortgage’s record lock week capped an outstanding month which saw the platform accomplish +112% locks and +53% funding growth year-over-year from January 2023. With sights set on a third consecutive year doubling its production, UMortgage is once again poised for its best year yet. The national mortgage platform is growing at an exponential rate behind an innovative and experienced leadership team and some of the country’s most talented Loan Originators. If you want to attack a housing market on the rise with enhanced marketing support, a full-time operations team diligently working through your loans, and a support network of experienced Loan Originators sharing their secrets to success, register here for our next Loan Originators Powered by UMortgage call hosted by Anthony Casa, President & CEO, Sean Grapevine, VP of Strategy, and Corie Meredith, VP of Marketing, on February 29 at 2pm ET.