Have You Been to Power Up by AD Mortgage? Here’s What You’re Missing

With 82% of mortgage professionals highlighting relationships and communication as the most important skills for 2027, Power Up events give partners opportunities to build connections and deepen their expertise. Held at AD Mortgage’s headquarters in Fort Lauderdale, these events bring mortgage professionals together for practical training and industry insights. 

At recent Power Up events, we spoke with four broker partners to talk about their experience working with AD Mortgage. 

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Technology Helps Brokers Work More Efficiently 

Technology and AI tools are key drivers of success – believe 58.4% of mortgage professionals. For brokers, practical tools can help turn those skills into more efficient daily workflows. AD Mortgage is recognized for developing innovative solutions available through the AIM Partner Portal. We asked Alex Chang, NMLS #1858011, Director of Lending at Loans in KC, LLC, NMLS #2552751, to share his experience using the solutions we offer: 

‘AD Mortgage has helped us make our process more predictable and more organized with the tools that they are providing. I really like the AI chat tool, the income calculation tools – whether that’s the bank statement analysis or uploading tax returns and getting the income calculated ahead of time. I think that’s really helpful for us.’ 

Apart from predictability and control over the process, technology offers another benefit – speed. This underlines Dimitry Bokman, NMLS #765488, Loan Officer with Time Lending, #2001142, highlights this: 

‘The ease of use and technology are crucial – especially being able to board a deal in a timely manner. 

What has saved me the most time is the technology aspect of AD Mortgage. It is super easy to board a deal, price it, and get rates. It is just an integral part of my success.’

Wide Range of Programs Makes It Easier to Match Clients with the Right Solution 

During turbulent times in the market, flexibility plays an increasingly important role. AD Mortgage gives partners the ability to look beyond standard loan programs with a wide range of Non-QM options. Juan Carlos Hernandez, NMLS #1936311, Loan Officer with Loan Factory, NMLS #320841, highlights the importance of Non-QM loans for his business and shares a real-life example involving a foreign national borrower: 

‘What stood out to me about AD Mortgage is the number of Non-QM products that they have available, making it easier for people in non-standard situations to qualify for a purchase.  

I’m working on a loan right now for a foreign national gentleman from Venezuela who is moving to Houston. We needed a couple of non-standard documents from him, and AD Mortgage was very clear on what verbiage the documents needed to include. So, we were able to get that document and are closing on the loan next week.’

Support is Crucial for Navigating Complex Scenarios 

Choosing the right mortgage solution is only the beginning of the process. Questions arise along the way, and consistent support is essential. Brian Baker, NMLS #2790812, Loan Officer with Next Phase Home Loans, NMLS #2779007, says: 

‘No loan is ever the same. There is always a new situation that you may not have ever experienced. The thing that gives me confidence in bringing complex borrowers to AD Mortgage is the support systems that they have in place to guide a plethora of different scenarios from start to finish.’

Ready to work with AD Mortgage? Complete the broker package to apply to become a partner. 

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