"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."

 

Meet Our Coaches

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BRIAN SMITH

PCP Executive Coach

Regional Manager | Mortgage Adviser

Sandusky, OH

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RICK PILGER

PCP Sales Coach

Mortgage Consultant

Liberty Township, OH

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SUSAN STEVENSON

PCP Sales Coach

VP, National LOA Program

Liberty Township, OH

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ROBERT HASTINGS

PCP Sales Coach

Branch Manager

Lee's Summit, MO

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MITCHELL SEVERANCE

PCP Sales Coach

Loan Officer

Granville, OH

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NOAH BRADER

PCP Sales Coach

Branch Manager

Westerville, OH

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STEVE RUNNELS

PCP Recruiting Coach

Regional Manager

Houston, TX

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TIM BRIGHAM

PCP Sales Coach

Branch Manager

Chicago, IL

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TIM BULLOCK

PCP Sales Coach

VP | Senior Loan Officer

Akron, OH

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RICK CARDINALI

PCP Sales Coach

Regional Manager | Mortgage Adviser

Sewickley, PA

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CAITLIN TURKOVICH

PCP Sales Coach

Mortgage Consultant

Las Vegas, NV

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BRIAN BARRETT

PCP Sales Coach

Senior Mortgage Consultant

Murraysville, PA

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KAT MILLER

PCP Sales Coach

Branch Manager

Cincinnati, OH

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PATRICK LY

PCP Sales Coach

Branch Manager

Fairfax, VA

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DAVID HILGER

PCP Recruiting Coach

Area Sales Manager

Crown Point, IN

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SCOTT ROBINSON

PCP Sales Coach

Producing Area Sales Manager

Tulsa, OK

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CHRIS BRITTON

PCP Sales Coach

Mortgage Consultant

Liberty Township, OH

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CYNDI GARZA

PCP Recruiting Coach

VP, National Retail Sales

East Lansing, MI

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BILL DICAPUA

PCP Sales Coach

VP | Senior Loan Officer

Elyria, OH

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JOHN DUKE

PCP Sales Coach

Senior Mortgage Consultant

East Lansing, MI

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ROBYN BERG

PCP Sales Coach

Senior Mortgage Consultant

East Lansing, MI

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JOSH BRADER

PCP Recruiting Coach

Regional Manager

Westerville, OH

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JEREMY FRASE

PCP Consumer Direct Coach

Loan Officer

Westerville, OH

Meet Our Concierge

 
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JOHN SCHWARTZ

PCP Coordinator

Sandusky, OH

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NAKAYLA METARKO

PCP Concierge

Sandusky, OH

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LAUREN SCHAFER

PCP Concierge

Sandusky, OH