UMortgage Launches its Third Semester of Level Up Sales Coaching

The UMortgage platform was created to give Loan Originators (LOs) a place where they can grow and develop more opportunities to create life-changing opportunities through homeownership for the members of their communities.

This fall, UMortgage is launching the third semester of its Level Up Sales Coaching program following two semesters of unprecedented success. This innovative program helps LOs improve their business strategies and directly benefits borrowers by ensuring that their LOs are better equipped to provide tailored and affordable mortgage solutions to every client they serve.

With access to expert coaching from industry leaders, a proprietary sales tracking app named Tempo, and proven sales strategies that have directly contributed to UMortgage becoming the 88th fastest-growing company in America, UMortgage’s coaching program positions Loan Originators to deliver unmatched value to homebuyers.

How Sales Coaching Benefits Homebuyers

Level Up’s purpose is to raise the standard of the homebuying experience for every client. In their Level Up curriculum, LOs are trained to:

• Streamline how they take clients through the loan pipeline to ensure an efficient homebuying process for every client

• Identify their clients’ financial needs and homeownership goals to deliver a personalized homebuying experience

• Gain a better understanding of UMortgage’s full portfolio of loan products and the context where different products or programs should be utilized

The universal benefits of Level Up will positively impact borrowers no matter the experience level of their LO. Take it from Brian Cardenas, a mortgage professional since 1991, who credited his business’ recent exponential growth to those lessons he learned in Level Up.

“I’ve been in several different coaching programs, and I’ve learned and improved from every one of them,” said Cardenas. “Level Up is heads and shoulders the best that I’ve been part of. Thanks to this program, I’ve already doubled my total production from 2023 just 9 months into 2024 and have been able to have a tangible positive impact on every borrower I’ve worked with.”

Your Competitive Edge in a Competitive Market

Level Up Sales Coaching doesn’t just work for Brian, it works for all students. The UMortgage platform alone has proven to give Loan Originators the advantage they need to serve a greater number of prospective homebuyers compared to our competitors. Level Up gives these LOs an additional leg up.

Through competitor analysis on 11 similar companies—4 brokerages and 7 retail lenders—Level Up students grew their production numbers by 54.75% from Q1 to Q2 in 2024. In comparison, the broker average was 25.76% and the retail average was 24.81% across the same period.

“UMortgage is giving Loan Originators the tools they need to grow their business. This isn’t just higher production numbers, this is a higher number of families served,” says Anthony Casa, UMortgage President & CEO. “By focusing on the right strategies and accountability, our Loan Originators are fully prepared to offer the best service possible to their clients.”

Introducing the Tempo App for Sales Activity Tracking

This fall, UMortgage is introducing Tempo, a cutting-edge app designed to help Loan Originators track their sales activities, work more efficiently, and stay connected with borrowers. With this level of accountability, Loan Originators work proactively to guide borrowers through the process and reach their homebuyer goals.

“Tempo will be instrumental in the ways that we’re able to refine our client experience by ensuring a high standard that’s consistent for every borrower who works with a UMortgage LO,” continued Grapevine. “We’re excited to continue developing this app to help us transform the homebuying experience into one that’s simple, modern, and personalized.”

This activity-tracking system will be central to the way that UMortgage Loan Originators stay connected with their clients, no matter where they are in the loan process, to ensure they’re offering the best service possible and keeping them on the path to financial freedom.

Why Work with a UMortgage Loan Originator?

When you choose a UMortgage Loan Originator, you’re not just working with someone who can get you a mortgage, you're working with a local expert with the tools and support needed to find you the best possible mortgage solution.

Through programs like Level Up, UMortgage ensures that its Loan Originators are going above and beyond to exceed expectations, and that’s a win for every borrower.

To get connected with a UMortgage Loan Originator in your area, click here to share a few details about yourself, and we’ll be in touch!