UMortgage Launches Tempo Lead Tracker for Smarter Lead Management

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 6,700 families served, $2.58 billion in funded volume, and significant enhancements to Tempo, the company’s proprietary sales tracking app & CRM. 2025 Highlights at a Glance: $2.58 billion in funded volume | +6,700 families served #579 on the Inc. 5000 list of America’s fastest-growing private companies, its second consecutive appearance on the list. Notable Tempo Releases: Referral Partner Relationship Tracker, Lead Tracker, Tempo Email Campaigns, and Referral Partner Journeys. Individual Awards & Recognition: Corie Meredith, VP of Marketing, National Mortgage Professional’s 40-under-40; Sean Grapevine, VP of Product Strategy, HousingWire Tech Trendsetters. +95 Net Promoter Score (NPS) 13-day average cycle times from Submitted to Underwriting to Clear to Close. What Fueled UMortgage’s 2025 Growth UMortgage’s growth in 2025 is the direct byproduct of the foundational processes, systems, and workflows that were developed in 2024 and sharpened throughout 2025. This year’s metrics reflect consistent execution across the board, with UMortgage’s Sales, Operations, and Corporate teams collaborating to ensure a fast, stress-free mortgage experience for every homeowner, homebuyer, and real estate agent they serve. UMortgage's Tempo and Its Award-Winning Impact In 2025, UMortgage increased its investment in Tempo to help loan originators build stronger relationships, stay organized, and execute consistent daily actions within a single modern platform. The fruits of that investment turned UMortgage's Tempo application from a simple activity-tracking app into a fully-fledged CRM with full integration to and real-time data from UMortgage’s Loan Origination Software (LOS). A quick roadmap of Tempo’s flagship features released throughout 2025: Q1 2025: Tempo Email Campaigns Built-in email drip campaigns LOs can activate for past clients and referral partners. Includes themed campaigns designed to keep LOs top-of-mind, deliver consistent education, and drive more repeat and referral business, without needing a separate, costly marketing system. Q2 2025: Contact Cards, Activity Streaks, and Increased LOS Integration Added cleaner contact profiles and faster access to key relationship details with Contact Cards, plus Activity Streaks to reinforce daily execution. Expanded LOS integration to surface real-time loan data, milestone dates, and borrower/agent insights directly inside Tempo for smoother follow-up and pipeline management. Q3 2025: Referral Partner Relationship Tracker The Relationship Tracker provides a centralized hub for managing referral partners. Tracks engagement, activity history, and follow-ups so LOs can stay consistent, stay top-of-mind, and grow referral relationships with a repeatable daily process. Q4 2025: Lead Tracker and Tempo Notes The Lead Tracker offers a streamlined pipeline view for new leads from first touch to close. Tracks lead status, next steps, and keeps follow-up tasks organized so opportunities don’t slip and conversion stays high. The Notes feature (available for every contact in the Relationship and Lead Trackers) creates a searchable conversation history so LOs can follow up with context, document key details fast, and personalize the client and partner experience. Equipped with AI summaries, Notes provide a recap of the most important information for Loan Originators at a glance. With Tempo, UMortgage LOs get so much more than just “extra tech.” They get a single ecosystem that standardizes the habits that scale their businesses. Awards and Industry Recognition UMortgage’s emphasis on innovation, consistency, and experience this year was acknowledged not only by its employees and clients but also by major publications in the mortgage and business sectors. Scotsman Guide Top Workplaces | January 2025 Scotsman Guide Top Originators | January 2025 #579 on the Inc. 5000 list of America’s fastest-growing private companies | August 2025 HousingWire Tech Trendsetters (Sean Grapevine, VP of Product Strategy) | November 2025 National Mortgage Professional 40 Under 40 (Corie Meredith, VP of Marketing) | December 2025 UMortgage’s Priorities for 2026 The 2026 housing market brings the promise of greater stability, and UMortgage’s roadmap for the new year is designed to help Loan Originators uncover more opportunities and increase affordability for the homebuyers and homeowners they serve. “2025 proved something we’ve believed for a long time: when you combine great people with repeatable systems, the results take care of themselves," said Anthony Casa, President & CEO of UMortgage. "We didn’t grow because we chased hype; we grew because our teams executed, our loan originators stayed consistent, and we kept the experience simple for the families and agent partners we serve. In 2026, we’re doubling down on that same foundation while building even more tools in Tempo to help our LOs win every day.” The new year will bring several new flagship features to UMortgage's Tempo, including the imminent release of My Day, which will act as an LO's prioritization engine by streamlining their daily workflow and holding them accountable with time blocks, power hours, and suggested sales activities. If you’re a Loan Originator or a mortgage professional who wants to benefit from the systems and support offered by UMortgage, register here for our next Loan Originators Powered by UMortgage call. 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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.