SUCCESS TRACK

Retail to Wholesale

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 Tech & Tools Onboarding
Prerequisite: 2-Day Discovering Wholesale

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, Blink+ and Brand 360 access are required prior to attending.

2-Day Experienced LO
Prerequisite: 2-Day Tech & Tools Onboarding

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

New to Mortgage Business

3-Day Wholesale Mortgage Basics

Designed for those with no mortgage experience, this course provides a foundation in mortgage professionalism. It covers the loan process, borrower qualification, TRID and appraisals, and offers hands-on experience with the technology used in originating and processing loans. You’ll learn best practices from UWM and industry veterans — they’ll walk you through the life of a loan, income identification and calculation, assets, credit review, mortgage application completion and compliance basics. You’ll use our systems and role-play initial borrower conversations, leaving class with the knowledge and confidence to begin your mortgage career.

2-Day Experienced LO
Prerequisite: 3-Day Wholesale Mortgage Basics

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

Current LO, New To Success Track

2-Day Experienced LO

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

New to Mortgage Business

3-Day Wholesale Mortgage Basics

Designed for those with no mortgage experience, this course provides a foundation in mortgage professionalism. It covers the loan process, borrower qualification, TRID and appraisals, and offers hands-on experience with the technology used in originating and processing loans. You’ll learn best practices from UWM and industry veterans — they’ll walk you through the life of a loan, income identification and calculation, assets, credit review, mortgage application completion and compliance basics. You’ll use our systems and role-play initial borrower conversations, leaving class with the knowledge and confidence to begin your mortgage career.

2-Day Experienced Processor
Prerequisite: 3-Day Wholesale Mortgage Basics

Available for experienced wholesale Processors with over 12 months of experience. This course focuses on the details of the business. This includes topics such as processing and underwriting best practices, UWM-specific technology, partnership tools, BOLT and UClose 3.0.

Current Processor, New to Success Track

2-Day Experienced Processor

Available for experienced wholesale Processors with over 12 months of experience. This course focuses on the details of the business. This includes topics such as processing and underwriting best practices, UWM-specific technology, partnership tools, BOLT and UClose 3.0.

Underwrite & Income Path

2-Day Pre-Underwrite

This 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 Calculating Income
Prerequisite: 2-Day Pre-Underwrite

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

2-Day Self-Employed Income
Prerequisite: 2-Day Calculating 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.

VA Path

2-Day VA

Designed to give participants who’ve closed 0–30 loans a solid foundation in the VA mortgage process, this training covers key aspects such as navigating the VA handbook, VA-specific eligibility, guidelines surrounding the 1% rule, funding fee requirements and credit reports. Plus, if you haven’t yet signed up to do business with the VA, we’ll do that in class, then show you how to manage a VA loan in UWM's system from start to finish.

2-Day Advanced VA
Prerequisite: 2-Day VA

This class is designed for those with basic VA loan knowledge who’ve closed 31–50 loans. It delves into advanced topics, including reapplying for VA sponsorships, understanding IRRRLs and cash-outs, seasoning requirements, net tangible benefit, recoupment and pest inspections. You’ll also participate in roundtable discussions covering best practices for success in varying market conditions and scenarios.

2-Day Expert VA
Prerequisite: 2-Day Advanced VA

Aimed at experienced mortgage professionals who’ve closed 51+ loans, this class provides an in-depth understanding of VA lending and market-opportunity leverage. It covers special eligibility, surviving spouses, military communities, alternatives to VA cash-out transactions and income-type calculations per VA guidelines. You’ll handle real-life scenarios like submitting change of circumstances and using UWM tools, giving you the confidence to provide a great experience for your VA borrowers.

FHA Path

2-Day FHA

Designed to give participants who’ve closed 0–30 loans a solid foundation in the FHA mortgage process, this training covers key aspects such as the 4000.1 Handbook, HUD-specific disclosures, loan limits, asset statement reviews and credit report guidelines. You’ll learn to navigate FHA Connection, order FHA case numbers and manage an FHA loan in UWM's system from start to finish, ensuring a well-rounded grasp of FHA loans.

2-Day Advanced FHA
Prerequisite: 2-Day FHA

This class, designed for those with basic FHA loan knowledge and who’ve closed 31–50 loans, delves into advanced topics. It covers AUS error resolution, use of BOLT for FHA pre-approvals and efficient loan submissions. You’ll handle real-life scenarios such as purchase agreement requirements, appraisal specifics and large deposit guidelines, while also mastering FHA Streamline structure and best practices.

2-Day Expert FHA
Prerequisite: 2-Day Advanced FHA

Aimed at experienced mortgage professionals who’ve closed 51+ loans, this class provides an in-depth understanding of FHA lending and market-opportunity leverage. It covers property-specific scenarios, income-type calculations per FHA guidelines, business deal identification through UWM's Insights and market trend research. You’ll engage in roundtable discussions sharing best practices for success in varying market conditions, giving you the confidence to take on any FHA loan.

Closing Path

2-Day Closing

This class covers vesting verbiage, spousal rights and the times a non-borrower needs to sign at closing. You’ll leave with an understanding of the impact that hybrid and virtual closings have on the experiences of clients, brokers, title agents and borrowers.

2-Day Advanced Closing
Prerequisite: 2-Day Closing

Designed for those who have closed between 31–50 loans, this course focuses on best practices for how to efficiently use UClose 3.0, including understanding applicable fees, solving hard stops and communicating with Title. If you’re aiming to be an industry leader and deepen your understanding of the closing process, this course is ideal.

2-Day Expert Closing
Prerequisite: 2-Day Advanced Closing

Designed for those who have closed 50+ loans, this course focuses on mastering hard stops in the closing process while teaching high-cost tests and their resolutions, calculation of initial escrow deposits and aggregate adjustments. It also covers the assessment of down payment fulfillment, understanding and calculating principal reduction and resolving VA files that fail the 1% and recoupment test. You’ll leave with the confidence and the ability to handle any closing scenario that comes your way.

Social Media Path

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 Advanced Social Media
Prerequisite: 2-Day Social Media Fundamentals

Unleash the power of social media and fuel your business growth in this intensive 2-day course at UWM. This immersive program helps you master the art of creating engaging content and optimizing your business pages. Furthermore, elevate your current content and brand by leveraging AI and evaluate insights and analytics across popular platforms.

2-Day Social Media Expert
Prerequisite: 2-Day Advanced Social Media

Designed for the most experienced and active social media marketers, you’ll leave this course with the skills to create and schedule engaging content across social media platforms. Learn to use AI tools, develop prompts and refine scripts through collaborative feedback. Practical content creation is explored using provided equipment. The course includes a feedback session for shared learning and strategies for optimal content scheduling. By the end of the course, you’ll have a month's worth of content and the skills to strengthen your brand.

Purchase Business Path

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 Advanced Purchase Business
Prerequisite: 2-Day Purchase Business

For mortgage professionals who’ve closed 31–50 loans, learn to master mortgage lending complexities, including analyzing purchase agreements and motivating buyers via engaging social media posts. You'll learn to support real estate agents at open houses, sell discount points tailored to borrowers' needs and create a Blink+ QR code for your digital wallet. This 2-day course aims to enhance your skills, increase client engagement and simplify your mortgage lending process.

2-Day Expert Purchase Business
Prerequisite: 2-Day Advanced Purchase Business

Our expert-level course for those who’ve closed 51+ loans focuses on goal setting, using UWM's tools for client qualification and building relationships with real estate agents. You'll engage in role-playing with top-tier professionals and create traffic-driving social posts. The course emphasizes real-life scenarios and relationship building with industry partners, preparing you for long-term success in the mortgage industry.

Refinance Business Path

2-Day Refinance Business

For participants who’ve closed 0–30 loans, this course provides the skills to navigate the refinance market and structure refinances within the UWM system. You’ll learn loan structuring, LTV equity positions, PMI removal scenarios, AUS reviews and refi-specific LLPA application. It touches on discount points and how to identify net tangible benefits in diverse loan scenarios — all to provide key refinance insights to grow your business and client base.

2-Day Advanced Refinance Business
Prerequisite: 2-Day Refinance Business

Aimed at those with 31–50 loans under their belt, this course provides hands-on experience in leveraging technology for pipeline development. Participants engage in roleplays, credit report analysis and rate calculations. You’ll learn how to find refinance opportunities using UWM's Insights and market trend research, and to prioritize borrower communication through data analysis. We’ll also dive into Brand 360 for database reactivation, data mining and targeted marketing. The class concludes with the creation of a sales template and a refinance call game plan.

*Bring your laptop to this course.

2-Day Expert Refinance Business
Prerequisite: 2-Day Advanced Refinance Business

Designed for seasoned mortgage professionals with 51 or more loans, this course provides a deeper understanding of refinancing. It covers selling minimal benefits via loan options, overcoming refinance objections, handling special provisions (PACE/HERO programs and student loan payoffs), and getting appraisal waivers without pricing changes. It also dives into VA IRRRL and FHA Streamline structuring. You’ll leave this course ready to navigate all refinance opportunities with confidence.

Broker Owner Path

2-Day Broker Owner 101

Designed for broker owners with at least four team members who are looking to grow their business. Course includes topics on how to recruit, grow and protect your business.

2-Day Broker Owner 201
Prerequisite: 2-Day Broker Owner 101

Designed for broker owners, this course covers increasing shop volume, scaling, social media presence, managing overhead expenses and identifying business expansion opportunities, both state and nationally. You’ll gain a thorough understanding of the impact of daily and weekly structure, tips on balancing production and overall management, and proper expectation setting with staff.

2-Day Mastery Broker Owner
Prerequisite: 2-Day Broker Owner 201

Designed for broker owners, this course covers effective risk management, streamlining operational processes, sustaining customer relationships and staying compliant with industry regulations. You’ll also hear from UWM senior leadership as they discuss winning strategies for business expansion – including marketing tactics, innovative use of technology, personnel development, and tactics to enhance customer acquisition and retention.

Leadership Path

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 Advanced Leadership Development
Prerequisite: 2-Day Leadership Development

Created by UWM senior leadership to help participants be better teammates and leaders, this course explores topics including strategic decision making, emotional intelligence, change management, conflict resolution and team building. You’ll leave with the knowledge of how to maximize one-on-one meetings with your team members and how to help them achieve their personal and professional goals.