A conversation
about your business.
UPG provides mortgage loan processing for brokers. Getting to know a processing business starts with understanding the people, the process, and the proposed relationship.
Your brokerage has its own way of working.
The files you handle, the systems you use, and the way your team communicates all belong in the conversation.
Use your first discussion with UPG to explore the support you need and ask the questions that would help you evaluate an engagement.
Explore the processWhat would you want to know?
Keep the conversation focused on the relationship you’re considering.
Who would you work with?
Ask about the people involved and how your team would connect with them.
How would the work fit?
Discuss responsibilities, information sharing, and how handoffs would be handled.
What would you agree to?
Review the proposed scope, pricing, and service contract before deciding.
Start with an introduction.
Tell us about your brokerage and what you’d like to discuss.