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.
We look forward to seeing you here at our headquarters in Pontiac, Michigan for upcoming classes. Click the button below to log in and register today.
Success Track training courses include:
1-Day Bring Your Real Estate Agent to UWM
Designed for Broker Owners building new partnerships with real estate agents who are up for spending the day with you at UWM to get better together. You and your partner can expect an immersive day focused on introducing them to the benefits of wholesale partnership. Broker Owners are asked to invite and register their prospective or current real estate agent partners directly.
1-Day Execute Like a Pro
This 1-day class will discuss how execution is key in 2022, 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 Running Lean and Mean for 2022
This 1-day class will discuss how to maximize your team, including goal setting, metrics reviews, peer shadows, enhancing processes and much more.
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 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 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 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 3.0 Master LO Training
Only for experienced LOs who have completed the 2.0 Master Loan Originator Training. This 2-day course will be filled with pro tips from our experts and the opportunity to join different breakout sessions that will empower you to take your business to the next level.
2-Day Recruiting 101
This 2-day course will discuss finding the right LOs to hire and how to be the obvious choice to ensure the best candidates for your business find their way to you.
2-Day Becoming a Social Media Guru
This 2-day course will provide you with tips for how to dominate social media. Learn to build and maintain your database while cultivating leads with your network.
2-Day Farming vs. Hunting
This 2-day course will discuss how to farm vs. hunt: learn the best ways to stay connected with your past clients.
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. Login to get details for these virtual courses.
Key Benefits For You:
- Exclusive courses for LOs, Broker Owners and Processors
- Coaching from UWM experts
- Industry best practices
- Success strategies