Let’s Talk
For loan officers & brokerages

Your next file.
Your bigger picture.

Mortgage loan processing for your next file. Let’s talk about what your business needs.

Talk with UPG See the process
The file, in focus

Follow a file.

Select a stage. See the handoffs.

Disclosed
Current stage
Disclosure package prepared
Next action
Confirm the package and any outstanding questions.
Who needs to respond
The loan officer and relevant lender contact
Ordered
Current stage
Third-party item requested
Next action
Check what is still outstanding before moving ahead.
Who needs to respond
The party responsible for the requested item
What if an item is still outstanding?

The next step may wait, or an earlier step may need another look. Agree who will follow up and what information is needed.

Submitted
Current stage
Package submitted for review
Next action
Review feedback and identify any follow-up items.
Who needs to respond
The lender reviewing the package
Conditions Cleared
Current stage
Example conditions addressed
Next action
Confirm whether any further information is needed.
Who needs to respond
The lender and the person coordinating the response
CTC
Current stage
Clear to Close in this example
Next action
Confirm the remaining closing arrangements.
Who needs to respond
The relevant lender and closing contacts
United Processing Group
Funded
Current stage
Funding shown in this example
Next action
Confirm any remaining post-closing requirements.
Who needs to respond
The relevant lender and closing contacts
Start where you are

What’s on your plate?

01 / Loan officers

Map your handoffs

See where processing meets your work with borrowers.

Map your handoff 02 / Brokerage owners

Explore your workload

Put your own numbers into perspective.

Explore your workload 03 / Operations teams

Review the process

Look at each stage and who needs to respond.

Explore the stages
Processing options

Find your starting point.

Three options. Pricing per loan.

Option A

Disclosures to Close

$1,095 per loan

View scope
Option B

Submission to Close

$995 per loan

View scope
Streamlines & IRRRLs

Submission to Close

$695 per loan

View scope
Compare the full scope
Before you send a file

Let’s start with your business.

  1. Your business

    Your files and how your team works.

  2. Your priorities

    The processing support you want to discuss.

  3. Your questions

    Scope, pricing, and contract terms.

Talk with UPG