Highland Mortgage Animation

WHY?

HIGHLAND MORTGAGE

Highland Mortgage was created with one mission:

to better the lives of our clients, referral partners, and employees through transparency, simplicity, and expert guidance.

OUR MISSION

OUR VALUES

BEHAVIORS

Be Accountable • Be Respectful • Be Willing

While most companies emphasize corporate values, Highland’s focus is on company behaviors. It is not merely what is said, but what is done that truly matters. The willingness to act is what separates the genuine from the aspirational. Highland's leadership team exemplifies winning behaviors that consistently deliver positive outcomes for our clients and strengthen our balance sheet.

WELCOME

As an independent and employee-owned company, our decisions stay close to the people they affect.

We aren’t answering to distant shareholders or external agendas. That independence keeps the focus on the work itself—guided by relationships, accountability, and long-term thinking.

If you’re considering what’s next, this is simply an invitation for a look closer.

The path forward is shaped by experience and built with intention.

ABOUT US

Highland Mortgage is part of the BoxCar Mortgage family, a national mortgage platform built to support loan officers at every stage of their career.

Through its family of brands, including Valor Home Loans, Retire Secure, and Vybe Wholesale, Highland is supported by a broader range of lending products, in-house solutions, and growth opportunities.

Backed by Fannie and Freddie with over 130 years of combined leadership experience, we bring unparalleled expertise to every transaction.

5 Years & Beyond

Mark Milam & Bryan Lovell

Leadership Team

Sales Team Testimonial

The Difference

How We’re Different

THE NUMBERS
Yearly Funded Volume

2025

SLA Tracking

IN-HOUSE REFERRAL DESK

At Highland Mortgage, we are proud to have licensed professionals across the United States, allowing you to close loans in any state where a team member is licensed—ensuring you receive full compensation without limits.

Expand your reach and maximize your opportunities with our nationwide licensing coverage.

Originate in any state for full comp, minus $200.

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MEET THE TEAM

Team Showcase
Mark Milam

Mark Milam

CEO | Founder | Owner

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Patrick Huefner

Patrick Huefner

President | Founder

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Rebecca Adams

Rebecca Adams

COO

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Morgan Clemm

Morgan Clemm

Capital Markets

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James Dickson

James Dickson

Chief Technology Officer

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Melinda Watson

Melinda Watson

Director of Human Resources

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Adrienne C. Holmes

Adrienne C. Holmes

VP | Sales

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Bryan Lovell

Bryan Lovell

VP | Sales

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Laura Witte

Laura Witte

Founder | Owner

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Eric Rothberg

Eric Rothberg

Founder | Owner

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Mark Witte

Mark Witte

VP | Vision & Growth

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Austin Taylor

Austin Taylor

Director of Marketing

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Glenn Sedgwick

Glenn Sedgwick

Director of Compliance

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Business Expansion Model

Tailored Solutions for Growth

We support a range of paths. Whether that’s scaling an existing operation, opening a new branch, or structuring something more independent. The focus stays on flexibility, clarity, and practical support — shaped around how you work.

A

Highland Retail

A branch designed for seamless launch, subsequently supported and resourced by the company to facilitate production growth.

B

Highland P&L

A P&L branch model offering complete control over structural, staffing, expense management, and overall team administration.

C

Registered Team Name

(RETAIL OR P&L)

Putting the power of Highland behind your personal brand and reputation.

BE YOUR OWN BRAND

YOUR BRAND

AT HIGHLAND MORTGAGE

At Highland Mortgage, you’re not just building loans — you’re building a name.

We believe every Loan Officer should have a brand that reflects who they are, how they work, and the clients they serve. That’s why our marketing team works alongside you to develop a presence that feels authentic, professional, and built to last.

Personal Branding Support
From headshots and bios to social media strategy and content planning, we help you define and refine your voice in the marketplace.

Custom Marketing Assets
Logos, business cards, listing flyers, open house materials, email templates, video content, and landing pages — all designed to elevate your credibility and keep you compliant.

Digital Presence & Websites
Establish a professional online presence with personal websites, landing pages, and lead capture tools that keep you visible and accessible.

A strong marketing department should understand the business it supports.

Understanding products, compliance, and how loans actually move from application to close makes a meaningful difference in the quality and effectiveness of the marketing we produce. We work alongside loan officers, referral partners, and vendors to create marketing that’s practical, compliant, and easy on the eyes.

From personal branding to logos, websites, and online presence, our team helps you build something that fits who you are and how you work.

OUR MARKETING

PREMIUM AS A STANDARD

IN-HOUSETECH

We are committed to building technology that makes day-to-day work easier and faster to manage. Developed internally and shaped by how our teams actually operate — not by one-size-fits-all systems.

Scout’s Talk-to-1003

Allows borrowers to begin a mortgage application simply by speaking. Scout uses voice recognition and AI to convert a conversation into a completed application and automatically organizes the information. This helps borrowers start applications faster while giving loan officers a clean foundation to work from.

SCOUT

Mortgage OS

DATA Without A Leash

Our proprietary point-of-sale platform that powers the full borrower experience — from application to document collection to preapproval.

  • Secure intake & AI docs

  • Voice & Video 1003

  • Live status & messaging

  • SSO for staff & clients

STMNT

Commission Portal

A real-time electronic commission system that gives branches and originators full transparency into earnings and performance.

  • Live tracking, 24/7

  • Mobile-ready dashboard

  • Flexible P&L structures

  • Built-in production insights

Guroo

Business Intelligence

A centralized business intelligence tool designed to help originators analyze performance, manage the pipeline, and build a strategy.

  • Pipeline & trend insights

  • Time-based comparisons

  • Industry benchmarking

  • Voice access, anywhere

PowerUW

Smart Underwriting

An AI-powered pre-underwriting engine that helps identify risk, structure deals properly, and reduce underwriting surprises.

  • Rapid pre-underwrite

  • Early risk detection

  • Smarter deal structuring

  • Faster, smoother closings

Switchyard

Financing Calculators

  • Equity growth modeling

  • Refi cost insights

  • Pricing strategy comparisons

  • Rent vs. buy analysis

A suite of advanced calculators built to support strategic lending conversations and data-backed borrower decisions.

Products

NOT A MOM AND POP MORTGAGE SHOP

Highland has access to over 8,000 loan products, giving our team the flexibility to match borrowers with financing solutions that truly fit their situation.

From conventional and government-backed loans to specialized options for self-employed borrowers, investors, and unique financial scenarios, this expansive product lineup allows us to approach every loan with options—not limitations. Our goal is simple: connect each borrower with the right loan, backed by the strength and resources of the Highland Mortgage network.

As a proud direct lender for Fannie Mae and Freddie Mac, we offer a seamless loan process, competitive rates, and financing solutions that meet the highest industry standards. This distinction allows us to eliminate unnecessary steps, ensuring a faster, more efficient experience for our borrowers.

Loan Programs

Your Benefits

Health
Medical
Multiple plans available
Routine Physical Exams & Immunizations — Covered in Full
Well Child Exams & Immunizations — Covered in Full
Prenatal Maternity — Covered in Full
Health
Dental
Preventative Services — Covered in Full
Basic Services — 90%
Major Services — 60%
Health
Vision
Routine Eye Exams — $10 Copay
Frames — $130 allowance + 20% off balance
Lenses — $25 Copay
Contacts — $130 allowance + 15% off conventional
Retirement
401(k)
0 % Company Match
No Minimum Deferral — Rollovers & Discretionary Contributions Allowed
Less than 1 yr
0%
1 yr – 2 yrs
20%
2 yrs – 3 yrs
40%
3 yrs – 4 yrs
60%
4 yrs – 5 yrs
80%
5 yrs or more
100%
Coverage
Supplemental
Basic Term Life Insurance
Voluntary Term Life Insurance
Short Term Disability
Long Term Disability
Employee Assistance Plan (EAP)

LET’S START THE CONVERSATION

No pressure.

Making a move in your career is a big decision. Whether you’re simply exploring your options or ready to take the next step, our team is here to answer questions and walk you through what Highland Mortgage could look like for you.

Just a conversation about where you are and where you want to go.