UMortgage Launches Tempo Lead Tracker for Smarter Lead Management

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. Grapevine leads the vision, roadmap, and delivery for Tempo, UMortgage’s proprietary sales performance platform that helps Loan Originators (LOs) turn daily actions into funded loans. Launched in November 2024, Tempo pairs a simple, LO-friendly workflow with outcome-based insights to provide clear visibility into which relationships, activities, and touchpoints move loans through the funnel. With full integration to UMortgage’s LOS, Tempo delivers real-time data from tangible results taken directly from their active pipeline. In August 2025, UMortgage introduced the Referral Partner Relationship Tracker, which blends activity captured in Tempo with outcomes from UMortgage’s LOS to quantify the health and value of every agent relationship. The Lead Tracker, launched in October 2025, extends that clarity to active purchase and refinance pipelines by mapping leads to goal-specific journeys and scheduling timely touchpoints to increase conversion at milestones such as credit pulls, pre-approvals, and loan submissions. “Having spent years as a Loan Originator, it’s been so rewarding to build the system that I always wished I had while I was still producing,” said Grapevine. “Traditional CRMs tend to prescribe ‘what’ a salesperson should do. Tempo focuses more on the ‘who’ and the ‘why’ and gives the Loan Originator the data they need to decide the ‘what.’” Since Tempo’s initial release and subsequent enhancements from late 2024 to today, UMortgage has increased its funded loans per LO from 20.35 in 2024 to 25.75 through October 2025, a 26.5% per-LO increase that underscores Tempo’s effectiveness in scaling individual & collective production. “The roadmap to find success in this industry isn’t one-size-fits-all,” continued Grapevine. “Tempo gives LOs the data they need to identify their priorities, repeat the actions that are proven to convert, and make the best decisions for their business’s growth.” Tempo is continuing to grow, with more features and enhancements slated to roll out later this year. Among them is My Day, a calendar-integrated planning tool that helps LOs create call blocks, protect focus time, and consolidate job-related tasks into a single, easy-to-use dashboard. If you’re interested in learning more about Tempo and the ways it’s streamlining the day-to-day processes that drive pipeline growth, register here for UMortgage’s next Loan Originators Powered by UMortgage call.

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.