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
Cheryl Brown
PCP Sales Coach
Producing Area Sales Manager
Perrysburg, OH
TRAVIS WATERS
PCP Sales Coach
Loan Officer
Valparaiso, MI
PATRICK LY
PCP Sales Coach
Branch Manager
Fairfax, VA
SUSAN STEVENSON
PCP Sales Coach
VP | National LOA Program
Liberty Township, OH
DARRIN SEMICK
PCP Sales Coach
Loan Officer
Akron, OH
Rick Cardinali
PCP Sales Coach
Regional Manager
Seven Fields, PA
-modified.png)
BILL DICAPUA
PCP Sales Coach
VP | Senior Loan Officer
Elyria, OH
MITCHELL SEVERANCE
PCP Sales Coach
Loan Officer
Granville, OH
TIM BRIGHAM
PCP Sales Coach
Branch Manager
Chicago, IL
RICK PILGER
PCP Sales Coach
Mortgage Consultant
Liberty Township, OH
CAITLIN DUFFY
PCP Sales Coach
Branch Manager
Las Vegas, NV
DAVID WECHSLER
PCP Sales Coach
Loan Officer
Ferndale, MI
JOSH BRADER
PCP Recruiting Coach
Regional Manager
Westerville, OH
TIM BULLOCK
PCP Sales Coach
VP | Senior Loan Officer
Akron, OH
Tori McKimm
PCP Recruiting Coach
Loan Officer
Akron, OH
JOHN DUKE
PCP Sales Coach
Senior Mortgage Consultant
East Lansing, MI
CHRIS BRITTON
PCP Sales Coach
Mortgage Consultant
Liberty Township, OH
BRIAN BARRETT
PCP Sales Coach
Senior Mortgage Consultant
Murraysville, PA
BRANDY JONES
PCP Sales Coach
Sales Manager
Avon, IN
.png)
BRIAN SNYDER
PCP Recruiting Coach
Regional Manager
Worthington, OH
Meet Our Concierge
JOHN SCHWARTZ
PCP Coordinator
​Sandusky, OH
NAKAYLA METARKO
PCP Concierge
Sandusky, OH
.png)
LILLY STOLL
PCP Concierge
Sandusky, OH