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PHILADELPHIA, PA., November 11, 2025 — UMortgage today announced Tempo Notes, a new feature in the company’s proprietary & award-winning sales performance platform for mortgage professionals. A mortgage Loan Originator's (LO's) success in the mortgage industry comes from strong, reciprocal relationships with real estate partners and borrowers. Those relationships grow fastest when LOs remember the finer details and follow up with purpose. Notes gives LOs a place to store those personal touches, like a child heading to college, a client’s hobbies, or a preferred communication style. It's also built to handle scenario details such as income structure, target payment amounts, and a borrower's timeline. With Notes, Tempo users can grab these facts in a flash, focus on the details that matter, and build the connections essential to grow their businesses. Each note is stacked in a clean, chronological list so critical information is right where it’s needed during follow-up, when structuring loan options, or while running scenarios. An AI-powered summary sits at the top of every contact card, consolidating key details from all logged notes into one easy-to-read paragraph. Notes is also seamlessly integrated into the referral partner Relationship Tracker and the Lead Tracker's contact cards so LOs can access these tidbits as they develop agent prospects into referral partners and leads into homebuyers or refinancers. "Tempo Notes replaces scattered sticky notes and siloed CRMs with a single system that gives LOs a comprehensive view of their relationships,” said Sean Grapevine, VP of Product Strategy and Tempo project leader. “Strong relationships are central to a thriving LO’s business, and this feature bubbles up the most important insights that you've recorded for agents and leads to help your relationships blossom and your business grow.” How Notes Works: Built into existing workflows: Notes are fully integrated with the Relationship Tracker and Lead Tracker, so LOs can capture context while logging activities or preparing for the next touchpoint. AI Summary for fast access: Notes are summarized into a brief paragraph at the top of the contact card to surface the details that matter most before a call, meeting, or update. Searchable history: A keyword search bar helps users find past notes instantly, from personal preferences to qualification specifics. Clear, stacked timeline: Notes appear in a tidy, chronological list so teams never lose the thread on a client or partner relationship. Notes are available in the latest release of Tempo. Click here to learn more about Tempo and its various features. If you’d like to get hands-on and experience how Tempo can enable your own business growth, register here for our next Loan Originators Powered by UMortgage call on Thursday, November 20th at 3pm ET.

UMortgage is proud to announce that Sean Grapevine, VP of Product Strategy, has been named a 2025 HousingWire Tech Trendsetter. The HousingWire Tech Trendsetters award honors 75 technology leaders who are driving innovation and impact across the housing industry.

UMortgage launched the Tempo Lead Tracker, a new feature within its proprietary sales performance and productivity app, Tempo. This feature is designed to help Loan Originators (LOs) organize new leads, stay proactive with outreach, and convert more opportunities into funded loans.

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.