Let’s Talk
Scope & pricing

Choose where
the handoff begins.

Compare three processing options by starting point, price and responsibilities. Find the scope to discuss with UPG.

Compare options
Published pricing reference

Three starting points. A clear scope.

Option A

Disclosures to Close

$1,095 per loan

UPG starts with signed initial disclosures and supporting borrower documents.

Full responsibilities for Option A

Loan officer

  • Complete the application and obtain the purchase contract, if applicable.

Processor

  • Request and retrieve signed initial disclosures and supporting borrower documents.
  • Order third-party items such as title and homeowners insurance.
  • Submit the loan to underwriting.
  • Work directly with the client to clear conditions and prepare for closing.
  • Close the loan.
  • Complete a post-close audit.
Discuss Option A
Option B

Submission to Close

$995 per loan

Your loan officer handles disclosures and borrower documents before underwriting.

Full responsibilities for Option B

Loan officer

  • Complete the application and obtain the purchase contract, if applicable.
  • Request and retrieve signed initial disclosures and supporting borrower documents.

Processor

  • Order third-party items such as title and homeowners insurance.
  • Submit the loan to underwriting.
  • Work directly with the client to clear conditions and prepare for closing.
  • Close the loan.
  • Complete a post-close audit.
Discuss Option B
Streamlines & IRRRLs

Submission to Close

$695 per loan

For Streamlines and IRRRLs, your loan officer handles the initial documents.

Full responsibilities for Streamlines & IRRRLs

Streamlines & Interest Rate Reduction Refinance Loans (IRRRLs)

Loan officer

  • Request and retrieve signed initial disclosures and supporting borrower documents.

Processor

  • Order third-party items such as title and homeowners insurance.
  • Submit the loan to underwriting.
  • Work directly with the client to clear conditions and prepare for closing.
  • Close the loan.
  • Complete a post-close audit.
Discuss Streamlines & IRRRLs

These per-loan prices and responsibilities come from UPG’s current pricing artwork. Confirm the applicable scope, charges, and contract terms with UPG before engaging.

Your weekly workload estimates

Where does your week go?

Choose the tasks you want to explore.

Let's look at document follow-up.

Document follow-up
files
minutes

Let's look at condition coordination.

Condition coordination
files
minutes

Let's look at status updates.

Status updates
files
minutes

How much time can you set aside?

Think about the hours available for these tasks this week.

hours

Your estimate can include part of an hour.

Here's your week.

How this estimate works

Task hours = files × your minutes per file ÷ 60. Total hours = the sum of selected tasks. Unselected tasks contribute zero. Time above your budget = total hours minus available hours, or zero if your budget covers the estimate.

The next step

Discuss the scope.
Understand the costs.

Bring your questions to a conversation with UPG.

Ask about pricing
Let’s talk about your week

Spend Time Now To Save Time Later With UPG

Your workload details

    

      

      
      
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