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UMortgage Partnership Summit Springboards Vision for Scalable Business

June 9, 2022

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UMortgage Partnership Summit Springboards Vision for Scalable Business

PHILADELPHIA, PA., June 7, 2022 — On Monday, June 6, and Tuesday, June 7, UMortgage welcomed Loan Originators and leaders from the company’s lending partners for the inaugural UMortgage Partnership Summit.

This summit set the benchmark for UMortgage’s growth in both the short-term and long-term. The two-day event focused on ways that the company can continue to champion its LOs and further its lending partner relationships with scalable solutions, top-of-the-line products, and a streamlined support team.

"Over the past two days, we were focused on developing relationships that we have with each other and our team members, but more importantly, we took time away from originating and running the business for one simple reason - to get better," said Anthony Casa, President & CEO of UMortgage. "We had breakthroughs on ways to improve our client acquisition, client experience, and client retention strategies. Now it's time to execute."

These collaborative sessions offered attendees the opportunity to share some of their feedback on the ways that UMortgage can improve on its client acquisition, experience, and retention. A scalable model will be key as the company continues to increase its production while maintaining its best-in-class service.

“It was great to be in the same room with the people who support me and my team every day,” said Sean Grapevine, Branch Manager of ATL Mortgage Powered by UMortgage. “I closed my broker shop to join UMortgage and I haven't looked back since. In this industry, it's common to feel like a lone wolf, but when you work at UMortgage, being a lone wolf is impossible.”

The ideas and developments that came from the Partnership Summit are just the first step in UMortgage’s vision for the near future. The feedback and ideas received from LOs and partners will act as the foundation for how the company can grow in all areas of the business and serve as the catalyst for their continued exponential growth. While our main focus was productivity, we also had a ton of fun! Check out this photo gallery for a visual recap of the event.

About UMortgage
UMortgage is a purpose-driven mortgage company committed to serving their Loan Originators and community at large. Each Loan Originator offers consumers the personalized touch of working with a Broker in their backyard while maintaining the support and resources of a nationally licensed company. Licensed nationwide, they are trailblazing a path in the mortgage industry that is streamlined, modernized, and values-driven. For more information, visit umortgage.com or email media@umortgage.com.

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