At UWM, Class is in Session for Mortgage Brokers
In Print
At UWM, Class is in Session for Mortgage Brokers
December 6, 2019 10:43 AM
Mat Ishiba

There’s never been a better time to be a mortgage broker. As more and more borrowers are realizing that the best way to get a mortgage is through an independent broker, the broker channel is growing rapidly. To keep growing, brokers need to stay on top of their game so they can keep delivering the fastest closings, best rates, and best service to their clients.

Independent brokers are licensed experts and true advisors who can walk borrowers through the biggest financial transaction of their lives. In an industry where the landscape is ever changing, it’s important for brokers to invest in continuing education. They need to find new ways to get better so they can grow their business and set themselves apart from the competition. Brokers can do all of that and more through Success Track from UWM.

Success Track offers free in-house training with classes for LO’s of all experience levels, from loan officers who just got licensed to those who have been originating loans for decades. There are 4-day classes and 2-days classes for both LO’s and processors, depending on their experience.There are classes dedicated to Broker-Owners. There’s even a new class dedicated to helping LO’s successfully transition from retail to wholesale. No matter how long you’ve been in the business, there’s always more you can learn.

When brokers come to a Success Track segment, they get hands-on instruction from our award-winning training team. If you’re doing 5 loans a month, Success Track can help you do more. It’s all about getting better and taking advantage of the resources that are out there to help you be successful. The best part of all? It’s free. UWM offers Success Track classes at no cost because we want brokers to help brokers grow. Period.


Broker-owners should be able to focus on building and growing relationships that will help them win more loans. We understand that they don’t have the time to properly train every new LO that they hire. With Success Track, UWM does the work for you. Success Track trains new LO’s on the fundamentals of the origination business, from DTI, LTV, and FICO to loan products, mortgage math and sales skills. We give new loan officers the foundation they need so they can hit the ground running when they start originating loans for your company. And we can give seasoned loan originators tools to take their business up a notch.

In the segment for Broker-Owners, senior leaders from UWM provide insights on how to build, grow, and protect your business.Broker-Owners also get tips on topics such as recruiting, setting goals, and retaining past clients. They also get to experience our culture. We want as many brokers as possible to come to our headquarters, experience our culture,and see what over 4,000 people invested in their success looks like and feels like. When brokers come here for Success Track, they’re a part of our family and they know that we are true partners who have their back.


One of the best ways to improve is to identify best practices from other LO’s and use those ideas to get better. A big part of the Success Track experience is the opportunity to network with other brokers. When you attend a class, you get to meet independent brokers from around the country and share best practices. You can’t help but leave with at least 2-4 takeaways that will help you grow your business. You also have new networking partners who you can use as resources in the future.

There’s even support after you go back home. As more retail LOs are making the switch to wholesale, they need the resources to help them get their business off the ground and running smoothly. Even brokers who have been in the industry for years need new ideas so they can continue to scale.Success Track gives brokers marketing tips to help with lead generation,building relationships with real estate professionals and much more.

UWM is 100 percent committed to growing the broker channel and providing independent brokers with the support they need. As brokers continue to take more market share, the competition for business is only getting stronger. It’s important for brokers to be committed to continuing education so they can keep differentiating themselves. If you truly want to get better and grow your business, you owe it to yourself to come to Success Track. It’s an investment in your future and one that you won’t regret.

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