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A worksheet you can keep

Check a mortgage information source.

Decide what to verify before using a headline, guide, vendor claim or market statistic in your workflow.

Start your worksheet ↓

Use this to prepare a source-checking note. It does not validate the source or replace a compliance review.

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

What kind of source are you reading?
Can you identify the original source?
Is the scope and date clear?
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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Put the next step in motion
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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