top of page

"We develop & coach people as spiritual human beings first and mortgage professionals second...

...Humans First, 
Professionals Second...
Here to Serve our Partners

Mission Statement

We coach our fellow partners through personal accountability systems driving measurable increases in leads, closings and personal savings, while focusing on work/life balance. We build relationships both inside and outside of our workplace. We multiply our time to compound our results and maximize the value we add to our partners, clients and customers. We manage our money as a reflection of our life values, as we continue to build a world-class, award-winning workplace. We develop & coach people as spiritual humans first and mortgage professionals second. We do our part to grow the company to a collective $10 billion per year with a work ethic second to none. Every day we honor our Code of Conduct, our Culture and our Corporate Slogan of "Promises Kept" in everything we say and do.  

Core Values

Adding Value: Meeting the needs of our fellow Partners for their levels of success.

Relationship-Building: Establishing friendships with all coaching partners.

Personal Accountability: Implementing systems to measure our growth.

Friendly Competition: Who will win the call?

Impactful Sharing: Be open, honest and transparent about our struggles.

Extreme Communication: We initiate relationships and overcome call reluctance. We talk to everyone!

Active Listening: Good leaders ask great questions.

We Believe

Abundance Mindset: Earn More Money, Save More Money, Give More Money

3 Partner-Like Principles: Pay it Forward, Givers Gain, To Whom Much is Given, Much is Required

5 P's of PCP: Productivity, Prospecting, Process, People, Profit

Track, Measure, Manage, Improve: Networking, Impact Tracker, Lead Tracker, Pay Log, Money Tracker

Profitability through Accountability: Set SMART Goals, Create a Plan to Achieve Our Goals, Accountability from a Coach to Reach Our Dashboard Each Month

UHM Code of Conduct

1. Every day, be engaged and passionate. Your fellow Partners are counting on you.

2. Have fun, but get it done on time!

3. Each Partner must be committed to GROWTH, PRODUCTIVITY and EXECUTION. The foundation of all future success!

4. COMPETITIVE EDGE: Sales Training, Coaching and Accountability for all Loan Officers and Account Executives!

5. Research before you react.

6. As a Partner, you are responsible for creating and maintaining a positive work environment with all other Partners. Your fellow Partners are counting on you.

7. Over-communicate with everyone: Customers, Realtors, Brokers and fellow Partners.

8. Every day create "Raving Fans" of Customers and fellow Partners by exceeding expectations.

9. Be professional - respect fellow Partners. Never have a verbal conflict with anyone over anything. If you do, all Partners lose.

10. Every day, live by our slogan of "Promises Kept."

Anchor 1

Meet Our Coaches

Brian Smith.png

BRIAN SMITH

PCP Executive Coach

Regional Manager | Mortgage Adviser

Sandusky, OH

Richard Pilger.png

RICK PILGER

PCP Sales Coach

Mortgage Consultant

Liberty Township, OH

Susan Stevenson.png

SUSAN STEVENSON

PCP Sales Coach

VP, National LOA Program

Liberty Township, OH

Robert Hastings.png

ROBERT HASTINGS

PCP Sales Coach

Branch Manager

Lee's Summit, MO

Mitchell Severance.png

MITCHELL SEVERANCE

PCP Sales Coach

Loan Officer

Granville, OH

Noah_Brader-removebg-preview.png

NOAH BRADER

PCP Sales Coach

Branch Manager

Westerville, OH

Steve_Runnels-removebg-preview.png

STEVE RUNNELS

PCP Recruiting Coach

Regional Manager

Houston, TX

Tim_Brigham-removebg-preview.png

TIM BRIGHAM

PCP Sales Coach

Branch Manager

Chicago, IL

Tim Bullock.png

TIM BULLOCK

PCP Sales Coach

VP | Senior Loan Officer

Akron, OH

Richard Cardinali.png

RICK CARDINALI

PCP Sales Coach

Regional Manager | Mortgage Adviser

Sewickley, PA

Caitlin Turkovich.png

CAITLIN TURKOVICH

PCP Sales Coach

Mortgage Consultant

Las Vegas, NV

Brian Barrett.png

BRIAN BARRETT

PCP Sales Coach

Senior Mortgage Consultant

Murraysville, PA

Kat Miller 2020.png

KAT MILLER

PCP Sales Coach

Branch Manager

Cincinnati, OH

Patrick Ly.png

PATRICK LY

PCP Sales Coach

Branch Manager

Fairfax, VA

Dave Hilger.png

DAVID HILGER

PCP Recruiting Coach

Area Sales Manager

Crown Point, IN

Scott_Robinson-removebg-preview.png

SCOTT ROBINSON

PCP Sales Coach

Producing Area Sales Manager

Tulsa, OK

Chris Britton.png

CHRIS BRITTON

PCP Sales Coach

Mortgage Consultant

Liberty Township, OH

Cyndi Garza 2.png

CYNDI GARZA

PCP Recruiting Coach

VP, National Retail Sales

East Lansing, MI

Bill DiCapua 2020.png

BILL DICAPUA

PCP Sales Coach

VP | Senior Loan Officer

Elyria, OH

John_Duke-removebg-preview.png

JOHN DUKE

PCP Sales Coach

Senior Mortgage Consultant

East Lansing, MI

Robyn Berg 2021.png

ROBYN BERG

PCP Sales Coach

Senior Mortgage Consultant

East Lansing, MI

Josh Brader.png

JOSH BRADER

PCP Recruiting Coach

Regional Manager

Westerville, OH

Jeremy Frase.png

JEREMY FRASE

PCP Consumer Direct Coach

Loan Officer

Westerville, OH

Meet Our Concierge

Anchor 2
John Schwartz Circle Crop 2020.png

JOHN SCHWARTZ

PCP Coordinator

Sandusky, OH

Nakayla Metarko Circle Crop 2020.png

NAKAYLA METARKO

PCP Concierge

Sandusky, OH

Lauren Schafer Circle Crop 2020.png

LAUREN SCHAFER

PCP Concierge

Sandusky, OH

bottom of page