UMortgage Launches Tempo Lead Tracker for Smarter Lead Management

PHILADELPHIA, PA., October 14, 2025 — UMortgage today 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. Built to turn daily actions into measurable results, the Lead Tracker gives LOs a clear, step-by-step path from first contact through loan submission. Leads are automatically organized into three brackets: New Leads, Credit Pulled Leads, and Pre-Approved Leads. Built-in timers, guided touchpoints, and client journeys prompt timely follow-up, provide scripts to guide conversations, and ensure a consistent & straightforward client experience. When a lead moves from credit pull to pre-approval, for example, a three-week clock helps the LO prioritize outreach to move the file forward; once pre-approved, a new timer encourages momentum toward loan submission and setup. “With Tempo, we’re focused on empowering our users to build strong relationships and expand their pipeline with a data-driven approach to lead conversion,” said Sean Grapevine, UMortgage VP of Product and Tempo project leader. “Our entire platform is designed around simplicity and accountability, ensuring that every action leads to meaningful results.” How Tempo’s Lead Tracker Works: Simple Pipeline Views: Automatically organizes leads into New Lead, Credit Pulled, and Pre-Approved brackets, providing LOs with a focused view of their leads. Time-Bound Progress: Built-in timers help LOs prioritize specific leads at different stages of the process, from lead generation to loan submission, with specific cadences to advance each lead to the next stage. Guided Journeys: Integrated playbooks provide touchpoint reminders, scripts, and next steps at each stage to increase engagement and conversion. Accountability Features: Leaderboards, streak tracking, and activity scoring make consistent follow-up visible and rewarding. Integrated by Design: Lead Tracker complements the Tempo Relationship Tracker, which blends user activity with LOS data to identify high-value referral partners and next-best actions. “Tempo’s Relationship Tracker answered, ‘Which activities matter most to generate more referrals from agent partners?’ Lead Tracker answers, ‘What should I do next on every lead, and when?’” Grapevine said. “Together, they create a closed-loop system for generating new leads, deepening those client relationships from day one, and moving files to the finish line quickly.” If you’re a mortgage professional interested in accelerating your business’s growth with the power of Tempo and the rest of the UMortgage platform, follow this link and sign up for our upcoming Loan Originators Powered by UMortgage call.

PHILADELPHIA, PA., August 18, 2025 — 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. The Relationship Tracker combines key data recorded by users in Tempo, including sales activities, loan referrals, and engagement history, with result-driven data from UMortgage’s LOS. This combination creates a dynamic relationship score for each contact to provide users with clear insights into which referral partners generate most of their business, which relationships need nurturing to earn more referrals, and the specific activities necessary to strengthen & maintain these connections. “There's nothing in the mortgage industry that does anything close to what Tempo does,” said Sean Grapevine, UMortgage VP of Product and former $50m/year mortgage producer. “Being able to build our relationship management feature directly on top of our LOS data allows our Loan Officers to have unprecedented clarity on their daily priorities and the health of their referral relationships. Now that Tempo is equipped with the Relationship Tracker, they never have to wonder, ‘what's the most valuable use of my time?’ again.” For loan originators, this feature marks a significant advancement in managing their networks with precision and purpose. Instead of relying on guesswork, scattered contact lists, or vague impressions, users can now adopt a strategic, data-driven approach to building partnerships and discovering new business opportunities. The Relationship Tracker builds on Tempo’s mission to empower mortgage professionals through daily accountability, measurable progress, and tools that make prospecting more engaging and accessible. Since its debut, Tempo has helped both new and top-performing Loan Originators overcome market challenges, achieve personal records, and stay consistent through its leaderboards, activity streaks, and streamlined performance monitoring. If you're a Loan Originator who's interested in learning more about how Tempo and the UMortgage platform are working together to give independent mortgage brokers an edge in an increasingly competitive industry, we invite you to follow this link and watch our latest Loan Originators Powered by UMortgage call. After watching the presentation, a member of the UMortgage team will be in touch.

PHILADELPHIA, PA., August 12, 2025 — For the second consecutive year, UMortgage—a national mortgage company with a vision to create life-changing opportunities through homeownership—was ranked on Inc Magazine’s Inc 5000 list, recognizing the fastest-growing private companies in the United States. UMortgage is ranked no. 579 overall, 13 in Pennsylvania, 13 in the Philadelphia region, and 37 nationally in financial services. It earns a second consecutive appearance on the list following UMortgage’s first year of eligibility last year, a testament to its sustained growth since its founding in 2020. Inc. 5000 recognizes the most successful independent and entrepreneurial businesses in the U.S. economy over the last 4 years. The prestigious ranking provides a data-driven look at the most successful companies within the economy’s dynamic segment: its independent, entrepreneurial businesses. “We’re incredibly proud to make the Inc 5000 list for a second year in a row, but we didn’t get here by chasing growth for the sake of it. We got here by doing the hard work,” said Anthony Casa, UMortgage President & CEO. “We got here by finding better ways to operate, one step at a time. By making improvements, even when no one’s watching. And by never settling for 'good enough.' Our systems are getting more dialed in, our team is getting more disciplined in their actions, and our client experience is getting better every day.” UMortgage earned its rank after seeing its revenue grow by 716% from 2021 to 2024. In 2024, UMortgage broke its company record for annual funded units and volume for the fourth straight year after closing 7,080 loans for $2.47 billion in volume. Notably, that record-breaking year was the result of a more productive team. In 2024, UMortgage saw the average number of loans closed per LO increase by 38% from 2023. That increased productivity reflects UMortgage’s continued investment in tools, systems, and training that drive scalable and sustainable growth. Part of this investment, which has also contributed to the 3,975 loans closed for $1.47 billion between January and July 2025, is Tempo, UMortgage’s proprietary sales performance platform. Tempo is transforming how loan officers grow their business with more effective prospecting, stronger client and agent relationships, and accountability to do the necessary work every day. When using Tempo, UMortgage LOs track the different activities involved in the sales process—things like phone calls, face-to-face meetings, and themed “Play of the Day” activities—to gain insight into the tasks that have the highest return on investment. Tempo has several exciting new features on the way, including its Relationship Tracker, which will provide deeper insights into an LO’s relationship with their real estate agent partners and provide suggested tasks to strengthen new relationships and maintain strong partnerships. Follow this link to see the latest Tempo updates and stay tuned for more to come later this year. With scalable systems like Tempo, a culture rooted in discipline and accountability, and a team that’s committed to getting better every day, UMortgage’s latest Inc 5000 honor is just the start of what’s ahead. The company’s trajectory is driven by people who show up, do the work, and strive to get better every day. If you’re someone who thrives in a high-performance environment, believes in the power of homeownership, and wants to be part of one of the fastest-growing companies in the country, we want to hear from you. Head to our Careers Page to explore the latest open opportunities at UMortgage in Loan Origination, Operations, and corporate support. About UMortgage UMortgage is a national mortgage lender dedicated to creating life-changing opportunities through homeownership. With Loan Officers licensed nationwide, a wide range of lenders, and a streamlined homebuying process, UMortgage offers a modern mortgage experience for all homebuyers.