Looking Back, Moving Forward: Staying True to Dovetail’s Founding Values 

We started Dovetail Mortgage in 2021 with a vision: to bring process fluidity, ease of use, seamless communication, and transparency to the mortgage process. From day one, our goal was clear—deliver the best possible experience for clients navigating one of the most significant financial decisions of their lives. 

With a combined 40 years of experience among our leadership team, we knew we could challenge the status quo and do better. We adopted a “customer-first approach”, focusing on making the mortgage process as seamless as possible. We wanted every moving part to work together flawlessly, which inspired our name, Dovetail—a term meaning “to fit seamlessly together to form a whole.” 

From the outset, our founding core values revolved around streamlined communication,  user-friendly platforms, eliminating redundancies, and maximizing efficiency.

But we didn’t stop there. At the heart of these values is a commitment to building and nurturing relationships—with clients, partners, realtors, closing attorneys, and everyone involved in the process. 

In the past two years, we’ve fine-tuned our “customer-first” approach around three key principles: 

1. Communication

2. Transparency

3. Ease 

These principles guide every decision we make, internally and externally. We’re constantly asking ourselves: How can we improve? How can we adapt? This commitment to growth and refinement has allowed us to expand strategically, bringing new talent to our team while fostering a culture built on the idea that you should “be the energy you want to attract.” 

Our leadership team prioritizes equipping our sales team with the tools they need to succeed while cultivating mentorship and trust. It’s not just about professional growth; it’s about creating a contagious enthusiasm that impacts everyone—clients, partners, and colleagues alike. 

As we close out 2024, we’re proud to share that Dovetail Mortgage has achieved 115% growth in loan volume compared to 2023. This milestone reflects our unwavering focus on communication, transparency, and ease, as well as the incredible energy of our team. 

Looking ahead to 2025, we’re excited to build on these principles and continue evolving while staying true to the reasons we founded Dovetail in the first place.