Success Track

Success Track combines UWM’s comprehensive mortgage expertise and award-winning training methods in a series of courses dedicated to championing the success of brokers everywhere. Whether you’re new to the mortgage industry, transitioning to wholesale lending or looking for a resource to get your new hires up to speed, Success Track delivers the knowledge and confidence you need to succeed.

Success Track training courses include:

1-DAY REAL ESTATE AGENT & BUILDER TRAINING AT UWM

Designed for independent mortgage brokers to nominate real estate agents and builders for an immersive day focused on the benefits of wholesale partnership. Connect with like-minded professionals who share the goal of providing a seamless and stress-free homebuying experience by offering a faster, easier and cheaper home loan experience. You’ll spend the day on UWM’s campus building new partnerships and learning from the top mortgage experts in the country.

2-DAY TECH & TOOLS WORKSHOP

Our first-ever interactive workshop tailored to help you master our system and grow your business. UWM experts will work alongside you to set up accounts such as Brand 360 and Blink+ to help you attract new clients and retain past clients. Learn best practices on pipeline tools and resources, so you can experience faster closings and fewer touches. Plus, you’ll rack up PRO score points during our sessions that will ultimately boost your PRO Ranking!

*Confirmation of EASE credentials and Brand 360 access are required prior to attending.

2-DAY LEAD BUY LIKE A PRO

This 2-day class will discuss the best paid leads that money can buy. What’s working and what’s not with your current strategy and how to maximize your budget.

2-DAY DOMINATE EVERY CLIENT EXPERIENCE

This 2-day class includes exclusive tools and tips for providing white glove concierge service to every client and partner.

2-DAY LEADERSHIP DEVELOPMENT

Designed for those in a leadership role within a mortgage brokerage, this 2-day leadership course is facilitated by senior leaders at UWM who will help you better understand how to create a positive team environment and strengthen your leadership skills.

2-DAY BUILDING RELATIONSHIPS WITH REAL ESTATE AGENTS

Designed for UWM LOs and Brokers, this is a step-by-step course to building lasting relationships with real estate agents. We’ll help you better understand how to successfully connect with agents in your market and how you are uniquely positioned to provide invaluable partnership support to them as an independent mortgage professional.

2-DAY NEW TO UWM

Designed for partners who are experienced in the wholesale channel but new to working with UWM, this 2-day class will highlight how to leverage The UWM Difference to grow your business and build efficiencies, including our groundbreaking tools and technology, exclusive offerings and elite service from your UWM account executive and underwriters.

2-DAY NEW TO WHOLESALE TRAINING

Designed for LOs and/or Broker Owners who are in the process of transitioning from a retail originator, direct lender or retail branch and plan on owning their own independent mortgage brokerage or joining a local mortgage broker.

2-DAY DISCOVERING WHOLESALE

Designed for Broker Owners who are in the process of recruiting from retail lenders and looking to onboard retail LOs. Broker Owners are welcome to invite potential retail candidates for their companies to the Success Track class.

2-DAY EXPERIENCED PROCESSOR

Available for experienced Processors with over 12 months of experience, this course focuses on the details of the business. This includes topics such as processing best practices, borrower employment and income issues, UWM-specific technology, and partnership tools, and UClose 2.0.

2-DAY SALES FUNDAMENTALS

This is 2-day activity-based class that includes role-playing, handling objections, selling products and pricing combinations, all while gaining knowledge on the sales process and different sales types.

2-DAY PURCHASE BUSINESS

Learn how to dominate the purchase market by building relationships with real estate agents and having them be an advocate for you. This course will make you the obvious choices with your clients by showing you how to deliver efficiency and speed in the purchase market and create referral resources.

2-DAY 3 THINGS TO OBSESS OVER FOR SUCCESS

This course will outline how to set yourself up for sustainable success by being laser-focused on client experience, investing in yourself and growing your relationships. We’ll help you set your goals and outline a framework for how you can achieve them.

2-DAY EXECUTE LIKE A PRO

This 2-day class will discuss how execution is key, highlighting best practices to execute on every play. Don’t just have an idea - have a plan and execute all the way through.

2-DAY CLOSING 101

This 2-Day class will cover best practices for how to efficiently use UClose 3.0, including understanding applicable fees, solving hard stops and communicating with Title.

2-DAY BROKER OWNER TRAINING

Designed for Broker Owners with at least four team members who are looking to grow their business. This course is facilitated by UWM senior leadership and includes topics on how to build, grow and protect your business.

2-DAY SELF-EMPLOYED INCOME

This advanced 2-day class will cover best practices on how to calculate multiple sources of self-employed income, including Schedule C, 1120-S, 1065 and 1120 businesses.

2-DAY EXPERIENCED LOAN ORIGINATOR TRAINING

Designed for experienced loan originators with over 12 months of experience, this course focuses on the details of the business. This includes topics such as leveraging UWM tools, niche products and programs, income calculation, UWM-specific technology, client retention and generating business.

2-DAY 2.0 MASTER LO TRAINING

The 2-Day Experienced Loan Originator Training is a prerequisite for this class. This class provides a more in-depth look into the sales process, handling objections, underwriting process and scaling business.

2-DAY SOCIAL MEDIA FUNDAMENTALS

Learn how to build and maintain your social network with tips from some of our in-house experts.

2-DAY CALCULATING INCOME

This advanced 2-day class will cover best practices on how to calculate multiple sources of income.

2-DAY PRE-UNDERWRITING

This advanced 2-day class will cover pre-underwriting subjects, including how to avoid and solve common underwriting conditions, requirements for payoffs, understanding the subordination process and more.

2-DAY ADVANCED SOCIAL MEDIA

Designed for advanced social media users, this course builds off of the 2-Day Social Media Fundamentals class and focuses on the details of using social media for your business.

4-DAY INITIAL PROCESSOR TRAINING

Designed for newer Loan Processors with 12 months of experience, this course provides a look into mortgage foundations, products and programs, math, risk assessment, life of a loan, UWM-specific processes and technology, niche products and partnership tools – all geared toward the role of a processor.

4-DAY INITIAL LO TRAINING

Designed for newer Loan Originators with 0-12 months of experience, this course provides a look into mortgage foundations, products and programs, math, risk assessment, sales skills, processes and building your business.

2-WEEK NEW TO PROCESSING TRAINING

Designed for brand new Loan Processors with no prior processing experience, this course provides a look into mortgage foundations, products and programs, math, risk assessment, life of a loan, UWM-specific processes and technology, niche products and partnership tools – all geared toward the role of a processor. Class will be virtual during the first week and on-site at UWM in Pontiac, MI, the second week.

UWM FRIDAY ELECTIVE CLASSES

Each Friday UWM conducts a virtual 1-hour topic-specific training based on UWM specific technology, process, and industry information. Join USA Funding Mortgage Group to get details for these virtual courses.