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."
Meet Our Coaches
BRIAN SMITH
PCP Executive Coach
Regional Manager | Mortgage Adviser
Sandusky, OH
RICK PILGER
PCP Sales Coach
Mortgage Consultant
Liberty Township, OH
SUSAN STEVENSON
PCP Sales Coach
VP, National LOA Program
Liberty Township, OH
ROBERT HASTINGS
PCP Sales Coach
Branch Manager
Lee's Summit, MO
MITCHELL SEVERANCE
PCP Sales Coach
Loan Officer
Granville, OH
NOAH BRADER
PCP Sales Coach
Branch Manager
Westerville, OH
STEVE RUNNELS
PCP Recruiting Coach
Regional Manager
Houston, TX
TIM BRIGHAM
PCP Sales Coach
Branch Manager
Chicago, IL
TIM BULLOCK
PCP Sales Coach
VP | Senior Loan Officer
Akron, OH
RICK CARDINALI
PCP Sales Coach
Regional Manager | Mortgage Adviser
Sewickley, PA
CAITLIN TURKOVICH
PCP Sales Coach
Mortgage Consultant
Las Vegas, NV
BRIAN BARRETT
PCP Sales Coach
Senior Mortgage Consultant
Murraysville, PA
KAT MILLER
PCP Sales Coach
Branch Manager
Cincinnati, OH
PATRICK LY
PCP Sales Coach
Branch Manager
Fairfax, VA
DAVID HILGER
PCP Recruiting Coach
Area Sales Manager
Crown Point, IN
SCOTT ROBINSON
PCP Sales Coach
Producing Area Sales Manager
Tulsa, OK
CHRIS BRITTON
PCP Sales Coach
Mortgage Consultant
Liberty Township, OH
CYNDI GARZA
PCP Recruiting Coach
VP, National Retail Sales
East Lansing, MI
BILL DICAPUA
PCP Sales Coach
VP | Senior Loan Officer
Elyria, OH
JOHN DUKE
PCP Sales Coach
Senior Mortgage Consultant
East Lansing, MI
ROBYN BERG
PCP Sales Coach
Senior Mortgage Consultant
East Lansing, MI
JOSH BRADER
PCP Recruiting Coach
Regional Manager
Westerville, OH
JEREMY FRASE
PCP Consumer Direct Coach
Loan Officer
Westerville, OH
Meet Our Concierge
JOHN SCHWARTZ
PCP Coordinator
Sandusky, OH
NAKAYLA METARKO
PCP Concierge
Sandusky, OH
LAUREN SCHAFER
PCP Concierge
Sandusky, OH