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Union Today | March 2026 Edition

Page 1


Accounting

Alyson Kuhar

Assistant LO

James Bonacci

Bethany Dellar

Jessica Estrada

Chase Marchand

Brittany Pappas

Jorge Ramirez

Matthew Wickham

Funding

Aisha Coleman

Government Insuring

Christion Blount

Internal Audit

Jotvia Lewis

Post

Closing

Kate Dommermuth

Jennifer Perry

Sales

Codie Stough

14 NEW PARTNERS!

PARTNERGROWTH PRODUCTS

25 YEARS

Angel

15 YEARS

April

Brian

Stephanie

10 YEARS

Jacob

Amelia

Michael

Adam

Pamela

Joshua

Alejandra

Tammy

Cheryl

Jennifer

Tristin

Kara

Charlotte

Kerra

Tamika

Tiffany

Christina

1

Yana

Logan

Joshua

PROMOTIONS ANNIVERSARIES

Christine

MARCHNUMBERS

16

RETAIL

BRANCH LICENSES

LOANS FUNDED - 1,778 (ADDITIONAL APPROVED)

FUNDED YTD - 3,157

WHOLESALE

FUNDED - 1,618

CONSUMER DIRECT

FUNDED - 183

FUNDED YTD - 2,787 LOANS FUNDED YTD - 353

FUNDED - 3,579

29

12

LO LICENSES APPROVED

TEMPORARY AUTHORITY ISSUED

TOTAL MUTUAL TITLE

8

LOA LICENSES APPROVED

FUNDED YTD - 6,297

CLOSED - 383

CLOSED - 684

1

OPERATIONS/ CONSUMER DIRECT LICENSES APPROVED

FEBRUARY TOP LOCKS

Noah Brader: 46

Tim Brigham: 46

David Wechsler: 25

Tracy Rich: 25

Robert Cordova: 24

Matt Davis: 23

Justin Allen: 22

Liz Terwilliger: 19

Sam Reda: 18

Taylor Briggs: 18

Cynthia Rock: 18

Corey Petree: 18

Brian Barrett: 18

TOP10 CONSUMERDIRECT

FEBRUARY TOP FUNDINGS

Tracy Rich: 33

Matt Davis: 20

Noah Brader: 18

Liz Terwilliger: 16

Ravi Patel: 15

Robyn Berg: 14

Pat Kemper: 14

Tim Brigham: 13

Chris Armbruster: 13

Eric Ellison: 13

LOCKS FOR FEBRUARY FUNDINGS FOR FEBRUARY

Matthew Costello: 31 -$10.28 million

Collin Baldwin: 26 -$8.56 million

Nathan Leventry: 24 -$8.07 million

Matthew Costello: 20 -$6.69 million

Collin Baldwin: 17 -$5.47 million

Jason Roderick: 16 -$5.62 million

Nathan Leventry: 16 -$5.19 million

WHOLESALE

FEBRUARY 2026

PRODUCTION SUMMARY

Locks – 2,365 for $947M. Amazing start to the year. Over $900M locked in February is fantastic!

Submissions – 2,762 for $1.1B. Two months in a row with Submissions over $1B. March fundings will surpass $750M based on that.

Fundings – 1,617 for $641M. February’s fundings are up 44% from January. Love a busy winter.

Broker Partner Count – 3,199 approved Partnersan increase of 26 brokers from January 2026.

Partner Activity – 1269 Broker LOs locked loans with us in February, up 60 from January. Gaining momentum.

FEBRUARY TOP PRODUCERS

LOCKS | Amanda Scott: 149 -$50.59 million

SUBMISSIONS | Bob Yadon: 150 -$69.59 million

FUNDINGS | Bob Yadon: 71 -$26.98 million

TPO BRAND UPDATE: UNION HOME WHOLESALE

In case you missed it: UHM TPO is now Union Home Wholesale!

This update reflects the strength of our Wholesale business today and the direction we’re heading as we continue to grow, invest, and evolve.

ANNUAL WHOLESALE FUNDED PRODUCTION

Funded thru this month for 2026$443.9M, YoY Growth 207%

Funded thru this month for 2025$144.2M, YoY Growth 44.9%

Funded thru this month for 2024$99.5M, YoY Growth 86.7%

Funded thru this month for 2023$53.3M, YoY Down 67.6%

Funded thru this month for 2022$164.5M, YoY Growth 100.1%

Updated Union Home Wholesale Partner resources are available now on PartnerNet here.

PCP

FEBRUARY 2026

PRODUCTION

SUMMARY

PCP Partners contributed to monthly totals: 166

Funded Units: 842

Funded Volume:$252,300,106

46.9% Retail Volume

FEBRUARY 2026

TOP PRODUCERS

(by units)

Level 5 - Noah Brader - 18 units /$6,389,721

Level 4 - Matt Davis - 20 units /$7,435,679

Level 3 - Leanne Murray - 12 units /$3,016,250

Level 2 - Raymond Kimbrell - 5 units /$2,186,498 Road to Impact - Vincent DeRisi - 8 units /$2,298,519

IMPORTANT DATES & EVENTS

PCP Team Building Event: March 13 / virtual

Click HERE to Register for our PCP Team Building Event from 12:00 PM to 3:00 PM ET.

PCP Impact Event: March 13 April 29 - May 1 in Cleveland, OH

Contact our Concierge team at PCP@uhm.com to get added to the waitlist!

PCP Operation: Face-to-Face Contest Trip: March 19 - 22 in Punta Gorda, FL

Congratulations to our contest winners: Tim Brigham, David Wechsler, Jennifer Sims, Michael Rosman, Tami LaCanne, John Reid, Tammy Reid!

SPOTLIGHT TESTIMONY

PCP is so much more than just having a coach. It's a COMMUNITY of like-minded partners who share a genuine drive to constantly improve & hone every aspect of their life. If anything, PCP has had an even greater impact on who I have become as an individual in the past 12 months, more than it has impacted my business. Anyone at any point in their career can & will learn something life-changing by being involved in PCP!

SERVICING

Quarterly Partner Recognition Award Winners

SERVICING

HOTLINE

(567) 302-0666 (UHM Partners Only) Servicingoversight@uhm.com

RAVING FAN

These Partners have been recognized by their fellow Partners, le customers for exemplifying our Code of Conduct and providing a nce!

CROWD PLEASER TRENDSETTER

(Partner Nominating Partner) (Customer Nominating Partner) Bobby Greller Customer Support Specialist

Amy Britnell Default Utility Partner

Recast Refresher

(Leadership Nominating Partner) Deaven Curtis Escrow Disbursement Coordinator

Spring buying season is fast approaching, which means it is time to brush up on recasting! With a mortgage recast, buyers can close on their new home now and, once their old home sells, apply the sale proceeds as a large principal payment; we then reamortize the loan to lower their monthly payment without changing the rate or term.

For full details, be sure to review our “Understanding Mortgage Recasting” guide.

How to Start

Borrowers can simply contact our recast team:

Email: recastrequests@uhm.com

Phone: 800-441-3456

Recast Eligibility Requirements

Minimum of $10,000 toward principal Loan must be conventional $375 fee to complete the recast

SERVICING STATISTICS CALL CENTER BUSINESS HOURS

Portfolio Size: 68,527

Portfolio UPB Volume:$18.7 Billion

Newly Boarded Loans: 3,245

Delinquency Rate: 4.22%

Phone: 800-441-3456

Email: UHMServicing@UHM.com Chat With Us At UHM.com

Monday-Thursday 8:00 AM - 9:00 PM EST Friday 8:00 AM - 7:00 PM EST

UNIONHOME UNIVERSITY

Congratulations to UHM’s 2026 Future Leaders Cohort!

Union Home University is thrilled to congratulate our Future Leaders cohort as they graduate from our Future Leaders program this month!

Throughout the program, our Future Leaders cohort has deepened their understanding of what it takes to be a successful and impactful leader. The program began with a deep dive into the DISC assessment, helping participants better understand behavioral styles and how they influence communication, teamwork, and performance. From there, they focused on how to navigate difficult conversations with confidence and professionalism, equipping participants with practical strategies for addressing conflict and providing constructive feedback.

Our Future Leaders gained a comprehensive knowledge of how UHM operates and generates revenue throughout the retail, wholesale, and consumer direct channels. They also explored how UHM is integrating and applying artificial intelligence into its tools and workflows to drive efficiency for our partners and better serve our customers.

Throughout the program, our Future Leaders practiced effective leadership skills, including clear and impactful communication, integrity, emotional intelligence, empowering team members, and building strong networks with leadership across the organization.

Anna Landis, TPO Partner Advocate Team Lead, reflected on her experience in the program over the past few months. "The Future Leaders program has been a game changer for my overall growth at UHM! I have had the opportunity to build connections across the company and have gained more confidence in myself. I would highly recommend the Future Leaders Program for anyone who is looking to grow personally and professionally!"

Nicholas Massey, LOA Team Lead, also shared his experience with the program and the impact it has had on his growth. "Being a part of Future Leaders has been a game changer for me. The entire experience has taught me how to guide a team toward a shared goal. It has equipped me with the knowledge and understanding of a true leader. I'm very grateful for Ticia and all of the guest speakers that took the time to encourage, teach and inspire us to be the best leaders we can be."

Our final cohort session and graduation will take place on March 18 and 19. We are thrilled to see their continued growth and see them apply their leadership knowledge moving forward!

MUTUALTITLE

We’re Family

LOOKING TO HOST A CE COURSE?

We have you covered! We are happy to attend your Ohio CE event as a guest speaker and teach the whole lesson so your realtors can earn their CE credit.

Beth Dzurilla will help you host a 3-hour CE Class on the DISC Assessment, ensuring your attendees feel engaged and informed and leave inspired.

Don’t just take our word for it…Read what others have had to say about our DISC Assessment Deep Dive CE!

You’re not located in Ohio? Don’t worry, we can provide the materials to you as lunch & learn material for you to present at your event. This gives you a great opportunity to stay top of mind with your realtor partners.

LEAVE A REVIEW!

Our Mutual Family team loves to hear your feedback. We love it so much that we have worked to update our quarterly survey campaign to give it a fresh look and be more engaging. In the meantime, we would love your feedback: LEAVE US A REVIEW

LET’S STAY CONNECTED!

Don’t just wait until next month to hear from us! Follow us on LinkedIn to hear what we are doing around the country!

UHIS

New Website Launch

We recently launched our brand-new website and we couldn’t be happier with how it turned out! Our website contains loads of helpful information, such as: state licensure, insurance carriers, home & auto insurance information, testimonials, and contact information. Don’t just take our word for it - check it out for yourself!

Questions about your current policy or looking to get a quote for home, auto, or other coverages? CLICK HERE

IF YOU HAVE WORKED WITH OUR TEAM IN SOME CAPACITY, WE WOULD LOVE YOUR FEEDBACK!

FOUNDATION

ANNOUNCING OUR Q4 2025 GRANT AWARDEES

In the fourth quarter, we donated $53,500 to 10 nonprofits in Alabama, Indiana, Kansas, Minnesota, Ohio, North Carolina, and Texas. This round of funding wraps up our 2025 grantmaking, which totaled $175,500 to nonprofits across our footprint of 23 states. This is only possible because of all of you – so thank you, Partners!

Learn more about each of our awardees in our press release here. Here’s to another brilliant year of community impact in 2026!

MARKETING

UHM is the Front-of-Kit Sponsor for the Tampa Bay Rowdies!

We’re excited to share a first look at the 2026 Tampa Bay Rowdies kits, featuring the Union Home Mortgage logo prominently on the front! Read the full press release from the Rowdies here. Pre-order a jersey today on the UHM Team Shop!

All Loan Stories Season 1 Episodes Out Now!

All episodes of Season 1 of Loan Stories are available to watch on YouTube now, featuring Larry Wisher, Liz Terwilliger, Michael Pond, Brandy Garcia, Tim Brigham, and Candy Wendling and Stephanie Sinks! Catch up on our page here.

What’s New in ZUHM

PCP SPRING 2026 IMPACT EVENT: Starts Week of April 27 ! Deadline to register for the PCP Impact Event is February 20 ! Contact the PCP Concierge team at PCP@uhm.com to lock in your spot!

SECURITY AWARENESS

Think Before You Click: Remember the SLAM Check for Emails

Every day, we all receive emails that look routine, but some are designed to trick us. To help keep our company safe, remember the SLAM method whenever something in an email feels even slightly off.

Sender: Check who the email is from and make sure the name and email address truly match the person or company you expect.

Links: Pause before clicking links and make sure they go where they claim to go, especially if the message creates urgency.

Attachments: Be cautious with attachments you weren’t expecting, even if they appear to come from someone you know.

Message: Read the message carefully and watch for pressure, unusual requests, or wording that doesn’t sound quite right.

A few extra seconds using SLAM can prevent security issues and help protect everyone; when in doubt, don’t click and report it.

Phishing Reminder

PLEASE REMEMBER TO USE YOUR “REPORT PHISH” BUTTON IN THE TOP RIGHT CORNER OF OUTLOOK!

QUICK TIP: The “Report Phish” button is also available on mobile! Reference this SupportU article on how to report these emails: Article

IT

March TECHtalk

The TECHTalk topic for March will be “Managing Teams with Teams” , with two sessions scheduled at 2 PM on March 10 and March 24. This webinar will include:

Difference between chats and channels

Functionality of Teams channels

How to manage a team with Teams

Be on the lookout for an invite within the next few days!

TECHtalks have been refreshed to make them more flexible and accessible for partners. Instead of a traditional live presentation, scheduled TECHtalk webinars now play the recorded video, while the presenters are available live to answer questions in real time. This format ensures consistent content delivery while still giving partners the opportunity to interact, ask questions, and get clarification during the live session.

Can’t join the webinars? Don’t worry! Recordings from previous sessions can be found on the TechTalk SupportU Page.

UBELONG

March Conversation Starter

March invites curiosity, fresh perspectives, and new ways to connect. This month, reach out to another partner for a relaxed Coffee + Conversation and explore the prompt below:

If you could instantly become fluent in any language, which one would you choose—and why?

This is a great way to spark conversation about culture, travel, family background, communication styles, and what inspires us to connect with the world around us.

Share Your Language Skills!

Along with this month’s theme, we’re adding to our Partner Language Skills survey where we gather information from partners who are fluent in another language or who use additional languages in their work or community.

If you speak a language beyond English, we need you! Your insights help us better support the diverse population of partners and borrowers we are connected to and support our inclusion efforts.

Interested? Scan to complete the quick survey and share your language strengths.

BIRTHDAYS

3/01

April Bynum

Brett Draper

Amber Edmonson

Leslie Jackson

Dianne Polley

Diane Spinuzzi

Mckenzie Taylor

Jennifer Troyer

3/02

Ronald Behymer

Katie Brickweg

Liza Kessel

Kathleen Magnus

Scott Schultz

Eugene Wang

3/03

Katie Broadhurst

Roberto Cordova

Mackenzie Krancic

Kimberly Sikora

Grant Swires

3/04

Eric Anderson

Jack Arnold

Gwendolyn Belcher

Adam Cox

Victoria Misiuda

Loreen Mundson

James Petras

Kary Sawin

Alexandria Weisenseel

3/05

Michael Deniro

John Doerschlag

Bonnie Hantzsche

Maira Juarez Martinez

Joel Tilmant

3/06

Michelle Caro

Kathryn Chidester

Kate Dommermuth

Jason Green

Morgan Hughes

Lori Justice

Heather Prowell

Dylan Richards

Zerenity Washington

3/07

Richard Bondowski

Michael Hosman

Jennifer La Rose

Selda Ozbek

Christian Pedersen

Corinne Pirrello

Summer Robertson

Darrin Semick

Stephen Wandrie

3/08

Chima Egwuagu

Michael Grimsley

Libby Rae Killian

Junieth Lujan

Cheryl Maldonado-Case

Jessica Miller

Amanda Theriault

3/09

Gus Dahlgren

Christiana KummerSalazar

Taylor Miller

Nicole Ralic

Nicholas Salerno

Emily Schneider

Derrick Sherrard

3/10

Jessica Hooker

Debra Lane

Katherine Miller

3/11

Kyle Aerni

Antonio Cumba

Esther Gutierrez

Robin Heffelbower

Marianela Hernandez

Mikayla Knotts

Rebecca Rados

3/12

Tina Chumley

3/13

Haley Barnes

George Faddoul

Kelly Grossman

Karre Haslam-Savoca

Angela Medlin

Jack Welke

3/14

Morgan Heinley

Shelly Milletary

Crystil Robinson

3/15

Marie Brown

Brian Hervey

Phyllis Mead

Jennifer Pickett

Jason Reeves

Dylan Simmons

Kenneth Smith

Jennifer White

3/16

Kristen Gray

Angeline Kelly

Jason Roderick

Tasha Shields

3/17

Al Blank

Autumn Dyer

Lacey Edgren

Shannon Francetic

Michael Stephanoff

3/18

James Delp

Jasmine Martter

Kimberly Pontis

Steve Runnels

Stephanie Vantroostenberghe

3/19

Christopher Garrity

Christina Granberg

Donovan Heinlein

Jorge Ramirez

3/20

Christopher Garrity

Christina Granberg

Donovan Heinlein

Jorge Ramirez

3/21

Lisa Cosby

Amanda Ferguson

Victoria Reasor

Tammy Sinigayan

Lindsay Zeh

3/22

Stephen Bruno

Daniel Duffer

Annette Griffin

Matthew Herberger

Lais Kiehl

Michelle Meredith

Ines Sanchez

Mitchell Severance

Cynthia Tokubo

Tammy White

3/23

Karin Bradley

Kelley Grealis

Bryon Mallernee

Alexandra Mlynarek

Diane Moen

Lindsay Norris

James Racine

April Soss

Elizabeth Terwilliger

3/24

Thomas Garrison

Daniel Kirby

Connor Thompson

3/25

Shayla Anderson

Brittany Hegarty

Owen Menge

3/26

Melissa Hall

Kasra Haririan

Cameron Kemock

Haley King

Terriana Logan

Jonathan Newton

Gina Smith

Angela Walter

3/27

Michelle Cohen

Anna Esperon

Jessica Goff

Michael Pond

3/28

Michael Conner

Christopher Hill

Kaitlyn Pettit

Troy Svitak

Douglas Swank

Ting Yan

3/29

Hillary Carrel

Andrew Hedrick

Scot Linkem

Shannon Maher

Marie Nowacki

Troy Rabidoux

Nicholas Roberson

3/30

Tami Crowder

Patrick Gillespie

Nicholas Massey

George Murphy

Cheryl Ramer

3/31

Jennifer Bachelor

Frankie Churchill

Skylar-Rachel Garrison

Amy Grissom

Catherine Harrison

Ian Jozefowicz

Mandi Schwebach

Jennifer Strickland

Jenna Vanwassenhove

Matthew Wickham

UPCOMINGAPRILBIRTHDAYS

4/01

Melanie Clarke

Kariane Cochran

Patricia Lombardo

Jason Moen Daena Riley

Diane Todaro

Nicole Wilson

4/02

Kelly Bontempo

Clinton Henrikson

Meilani Moody

Elizabeth Robbins-

Johnson

Richard Rohall

Darren Tooley

4/03

Felipe Andrade

Susan Ericson

Jeffrey Jacocks

Deborah Mehdiyoun

4/04

Maria Lujan

Brian Smith

4/05

Jordan Churchman

Dominic Corstange

Kimberly Evers

Shannon Henegar

Jennalee Johnson

Kathleen Lawrence

Drais Von Hagen

Shelby Wright

4/06

Deanna Lucas

4/07

Alexander Roof

Diana Schaefer

Jason Wood

PARTNERPULSE

GBSB Tour Starts Next Month!

The 2026 GBSB Tour has been announced, running April to June! Senior Leadership is excited to travel around the U.S. to spend face-to-face time with Partners, hear your feedback and ideas, and answer your questions. We’ll see you soon!

UHM Welcomes Two New Senior Leaders

In February, we officially welcomed aboard two new senior leaders - George Dover, who will serve as VP of Manufactured and New Construction Lending, and Renee Hildebrand, who will serve as National VP of Mergers and Acquisitions! Read more about each of these outstanding mortgage pros: George Dover Press Release Renee Hildebrand Press Release

HOME&HEALTH

MARCH HOME TIPS:

Remove leaves, pine needles, and other debris that have accumulated in your gutters over the winter so your system is ready to handle spring showers.

Remove dust and debris that have accumulated on the AC condenser (the big metal box outside your house) so that the AC works efficiently.

Start bringing your yard back to life now, before temperatures warm up for real. Remove branches and stones, and use your lawn mower with a catch bag to make short work of dead leaves and twigs.

Clean your siding to get rid of dirt and grime that can cause mildew and shorten its lifespan. As a bonus, the exterior of your home will look fresh and clean for spring

Inspect exterior caulking and repair any that was battered during the winter. Check around your windows, doors, and corner trim to prevent water infiltration and avoid costly repairs.

For shortcuts and ballpark estimates if you’d rather call in a pro, read the full article here!

MARCH

WELLNESS TIPS:

Ways to Improve Your Well-Being at Work

Stay Hydrated: When work gets hectic, you may forget about healthy habits like drinking enough water. Use a refillable water bottle to track your intake.

Find Time for Lunch: Schedule time for lunch every day. If possible, eat away from your work space so you can focus on your meal and enjoy your downtime.

Make Minutes Matter: Allow breaks throughout the day. Even 5-10 minutes between meetings will give you time to decompress, use the bathroom, stretch your legs or get some fresh air before diving back into work.

Practice Gratitude: Celebrate small wins throughout the day. Keep a journal at your workspace where you write down all of your successes. Encourage coworkers to do the same and share something from your lists at the start of your next meeting to highlight progress.

Source: Heart.org

GLASSDOOR RESOURCES

WE WANT TO HEAR FROM OUR PARTNERS!

We always aim to deliver a World-Class Service to both our customers and Partners. The feedback from UHM Partners is of the utmost importance to our culture and organization as a whole.

Please take a moment and share your experience as a UHM Partner with us on Glassdoor.

LEAVE YOUR REVIEW

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