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A worksheet you can keep

Build a file handoff plan.

Agree where the current record lives, who accepts the handoff and how open items will be tracked.

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Plan the workflow without entering a borrower name, file identifier or document. Apply the result inside your approved systems.

Choose general workflow answers only. Your answers stay on this page until you choose to send them to UPG. Reloading resets your choices.

Where is the authoritative working record?
Who confirms acceptance?
How are missing items recorded?
Let’s take the next step

Send your answers over to UPG.

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General business questions only. Please leave out borrower information and loan documents.

      
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Let’s talk through your processing needs.
Bring your questions about scope, handoffs or your team’s workflow. We’ll help you explore where UPG could fit.

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