2023 Event Sponsors

Universal Lending

Universal Lending Corporation was founded nearly 40 years ago on the principle that our customers deserve individual and specialized attention throughout the mortgage process. This is why we have one of the highest rates of repeat borrowers in the business. We also help make the mortgage process smoother for buyers and sellers with our proprietary Performance Guarantee, which provides a Certificate of Qualification, virtually ensuring that buyers have the finances available to make an offer on a property and close quickly and easily.

Universal Lending has helped individuals and families from every walk of life achieve their dreams of responsible home ownership. Our mortgage professionals embrace our passion for customer care and educate and empower each potential home buyer throughout the entire process, so you make informed, considerate decisions that ensure your home mortgages fit your budgets and keep your families financially secure.

In fact, that is our mission: People Helping People Achieve Their Dreams.

Based in Denver, Colorado, Universal Lending has grown from a staff of three to over 200 mortgage professionals around the United States. We understand the impact we make on you and on our community with every loan we make, and we take the privilege and responsibility very seriously.

Universal Lending at a glance:

• Founded in 1981
• Longest operating Independent Mortgage Bank in Colorado
• Over 200 Employees
• Over 120 Licensed Mortgage Professionals
• Over 90 Self-Sourcing Loan Officers
• Licensed in *18 States
• 16 Branches
• Over $1.3 Billion in originated loans in 2019
• Over 70% Purchase business
• Recognized as a Top Place to Work

USA Mortgage

At USA Mortgage, our mission is the unrelenting pursuit of perfection, and we pride ourselves on the lending excellence and the superior level of service that our status as a mortgage lender enables us to provide.

This means that USA Mortgage will see you through all aspects of the loan process from the time you meet one of our mortgage professionals to the day you sit at the closing table, and ultimately fund your loan with its own money—no waiting for the corporate bigwigs halfway across the country to cut your check! To borrowers and Realtors©, being a mortgage lender means you can expect a home financing experience free of hassles and headaches. The complete control means having in-house operations such as processing, underwriting, closing, and funding.

Here at USA Mortgage, we follow a very organized and stable system to achieve the best results for you. We have created a routine on every file to be very efficient and accurate for your benefit.

As our underwriters are reviewing the files, they may require additional information. The housing market is changing quickly, and this will add more guidelines and new documents to our lending department. We will be in touch with you regarding these conditions required. The goal is to get these back to the underwriting ASAP.

USA Mortgage at a glance:

• Founded in 2001
• Has been #1 mortgage lender in metro St. Louis since 2012
• Funded nearly $4.8 billion in home loans during 2020
• Currently licensed to do business in 41 states and D.C.

Optimized Success

Optimized Success was created to help you develop your version of success, build upon your strengths and equip you with a detailed strategy that will help you achieve your goals. This life is meant for you to stand out, be bold, and have it all!

For years we have been taught to believe that if you are successful in your career all other areas will become successful. It is the complete opposite of this. If you are taking exceptional care of yourself first, along with the other meaningful things in life, that’s when you will bring ultimate success to your business. It is amazing the transformation this will make in your life. Our goal is to help you create that harmonious balance in all areas of life.

Our team of strategists has walked your path and is committed to accelerating the process for you to enjoy your success. We have helped hundreds of leaders create multiple revenue streams, build incredible teams, have record-breaking sales, and most importantly – take better care of themselves than they ever have before.

If you feel like you have had enough of waiting, giving yourself permission, or holding back thinking it could never happen at this point in life, then you must take this step. The move to have a Success Strategist in your life, to feel the excitement and drive again, to have the systems and process to achieve more in less time, to free up time in your week – to focus on YOU!

Our Success Strategists will be the guides who will give you the tools, support, and confidence to HAVE IT ALL!

Optimized Success at a glance:

• Group Coaching
• One-on-One Coaching
• Speaking events
• Leadership training

SimpleNexus

SimpleNexus, an nCino Company, is an award-winning developer of mobile-first technology for the modern mortgage lender. As a leading homeownership platform, SimpleNexus unites the people, systems, and stages of the mortgage process into a seamless, end-to-end solution that spans engagement, origination, closing, and business intelligence. High-performing mortgage lenders nationwide have embraced SimpleNexus’ single-platform solution to improve loan production, lower operational costs, increase referral volume, and enhance customer satisfaction.

SimpleNexus at a glance:

• Founded in 2011
• Over 200 Employees
• Serving over 300 mortgage companies
• Over 42,000 Loan originators nationwide
• More than 145,000 real estate partners
• Over 4 million borrowers served

Msurge Marketing Agency

Msurge is comprised of talent directors, social media strategists, designers, and copywriters. Our team approaches each day with a growth mindset — seeing challenges as opportunities and pursuing significant growth for each of our clients. At Msurge, we believe in delivering unique and communicative approaches, that help brands and clients reach their definitions of success. Moreover, Msurge helps businesses grow for the long-term. We specialize in:

Msurge at a glance:

• Social Media Management
• Content Creation
• Personal Branding
• Optimal Social Media Posting
• Direct Interaction and Social Media Monitoring
• Analytical Reporting

ImpleMentor10x

Implementor10X™ was created to help people set goals, implement, execute and achieve. We set out to build a cloud based solution that would make it easier and more affordable, than ever before, to achieve a world-class goal setting experience. And then to deliver ongoing support, coaching and accountability – each week, every month, all year long. We wanted to build a system that if followed, would all but guarantee your success.

Decide on Actions to begin taking. See the Goals and Actions every week. Be accountable to yourself, your plans and your dreams – by meeting, every month, with an Accountability Buddy – discuss your actions, results and adjustments.

Implementor10X™ at a glance:

• Interactive, Streaming Goal Setting Workshops
• Optimization Workshop Instantly Actionable Plans
• Ongoing Coaching Support & Accountability
• Personal Goal Setting Interactive Experience
• Business Goal Setting Interactive Experience
• Action Planning Interactive Experience
• Coach MAC The A.I. Coach Mobile Automated Coach
• Vision Boards Come to Life Your Own Personal Movie
• Accountability Made Simple. 4 Key Questions

MSA Mortgage

MSA Mortgage is a full-service mortgage bank servicing the lending needs of New England. Guiding you through the loan process quickly and stress-free. MSA Mortgage is honored to highlight two Loan Officers under this year’s BOLD Conference, Amy Cline, and Brenda Barclay!

Born into a military family, Amy grew up living near military bases all over the world. Amy’s Air Force roots run deep – her father and grandfather both served, her oldest son is currently on active duty in the Air Force and her husband recently retired after 30 years of service. Throughout her husband’s career, she navigated the challenges of each PCS with three children and pets. She knows first-hand all the challenges of moving families, military or otherwise. She continues to use her passion for helping others in her role as a Loan Officer at MSA Mortgage. Offering VA, Conventional, and FHA loans allows Amy the opportunity to assist more families with their home purchases. Amy makes certain her clients get to the closing table on time with a seamless experience. She is a true partner to her network of real estate agents and recognizes that relationships ultimately help everyone, especially the clients.

Amy enjoys spending time with her husband, children and grandchildren and taking her pups for walks on the beach.

Brenda is a native of southwest Missouri who relocated to Florida 3 years ago. She is a former business owner and has a background in banking, finance, and contract management. Brenda’s loan offerings include Conventional, VA, FHA, Investment, and Condo loans. VA loans are special to Brenda since her husband served in the Air Force, and her father and grandfather served in the Army. Providing great communication and customer service throughout the home buying process is what makes Brenda stand out with her clients and Realtor partners.

Brenda enjoys helping people and working to make every purchase a seamless and positive client experience. In her time off, you’ll find her outdoors exploring beaches and biking with her husband.

THRIVE Mortgage

Mortgage Lending is what we do, but it’s not the sole determinant of who we are. Community is the best descriptor of our people. With backgrounds and experiences as varied as the clients we serve, we are a Community of professionals who care about each other. Our achievements are celebrated together as we support each other and engage in the things that matter. This is why we say, “Alone we dream. Together we THRIVE!”

Miranda Frye

Miranda Frye believes every person deserves to feel confident, valued, and seen. Her stylish, inspiring, and affordable collections promise to execute that vision and deliver confidence and care with style unique to you.

Miranda Frye strives to push the boundaries of modern jewelry and create pieces that will last you for years to come. Miranda Frye is passionate about three things; unique and detailed modern designs, quality pieces that remain affordable, and their customer.

Prime Lending

Union Home Mortgage