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UMortgage is proud to announce that it has been named a 2026 Scotsman Guide Top Workplace. This is the third year in a row that UMortgage has earned this prestigious honor from Scotsman Guide, an industry-leading provider of financial technology tools and industry news for residential and commercial mortgage originators. “Earning this recognition three years running reflects our team’s commitment to our core value, Get Better Every Day, both individually and collectively,” said Anthony Casa, Founder & CEO of UMortgage. “We invest heavily in training, tools, and community so Loan Originators can grow their pipelines, improve conversion, and deliver life-changing opportunities through homeownership for all of their clients.” In 2025, UMortgage hosted more than 120 hours of live daily training sessions led by top producers, UMortgage executives, and industry leaders. These sessions cover a wide range of topics, including prospecting new agents, generating referrals, navigating complex loan scenarios, reactivating past clients, and other best practices that define a Loan Originator's success. For those new to the industry, UMortgage introduced a Sales Development Program in 2025 focused on building the habits and referral-generating relationships needed for a new LO’s early success. The program includes small-group sessions held multiple times a week to share proven playbooks for new LOs, instill the habits that drive success in the mortgage industry, and promote the accountability and consistency needed to see results. To offer all LOs real-time advice on specific files or scenarios, UMortgage launched the Mortgage Manual with Jimmy Hobson, National Sales Director; these office hours-style sessions are hosted every Monday, Wednesday, and Friday and provide live guidance on loan scenarios, product selection, and file structuring for smoother, faster closings. “The Mortgage Manual is one of the many ways we help our Loan Originators elevate their business and the client experience,” said Hobson. “Having access to live feedback on real scenarios helps LOs structure stronger files, choose the right products, and deliver smoother, faster closings.” Behind this educational programming is a collaborative community of top producers, innovators, and specialists who share playbooks, hold each other accountable, and problem-solve as a team. And at the center is Tempo, UMortgage’s proprietary sales performance CRM, which promotes friendly competition and camaraderie through live leaderboards, daily streaks, and branch and company-wide competitions. UMortgage's focus on its people, processes, and systems continues to translate directly into business growth. In 2025, UMortgage served more than 6,700 families for over $2.58 billion in funded volume. The average number of loans closed per LO increased by 20%, underscoring that LOs who join UMortgage grow their pipelines and production. This growth goes beyond the workplace as well. With UMortgage’s WHOOP community, fitness tasks available in Tempo, and leadership that promotes a healthier work-life balance, UMortgage team members are given the tools they need to improve personally as they grow professionally. If you want to see the UMortgage platform, culture, and community in action, register here for our next Loan Originators Powered by UMortgage call.

UMortgage closed 2025 with meaningful growth across production, operations, and innovation, highlighted by more than 6,6=700 families served, more than $2.58 billion in funded volume, and significant enhancements to Tempo, the company’s proprietary sales tracking app & CRM.

UMortgage is proud to share that Corie Meredith, VP of Marketing, has been named to National Mortgage Professional's 40 Under 40 list of the top young mortgage industry leaders.

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.