Mortgage loan processing

Processing support.
A clearer way forward.

From collecting documents to preparing for closing, explore the work UPG can take on alongside your team.

What the work includes

Six parts of processing support.

A closer look at the work, so you can decide where your team needs support.

Documents & disclosures
Request signed initial disclosures and supporting borrower documents. Under Option B, your loan officer handles this part before the file goes to underwriting.
Third-party items
Order items such as title and homeowners insurance, bringing the supporting pieces into the loan file.
Submitting to underwriting
Submit the loan file to the lender for underwriting review. The lender makes the underwriting decision.
Condition follow-up
Work with the borrower to address underwriting conditions and gather the information needed to prepare for closing.
Closing coordination
Coordinate the processing work through closing, with the lender and closing contacts involved in the remaining arrangements.
Post-close review
Complete a post-close audit of the file as part of the recorded processing scope.

Your discussion checklist

Choose where you need support. Review your checklist, then bring it to your conversation with UPG.

No borrower information or documents are needed.

Processing options

Three options. Pricing per loan.

Option A

$1,095 per loan

View scope

Option B

$995 per loan

View scope

Streamlines & IRRRLs

$695 per loan

View scope

The next step

Tell UPG where you need help, from documents to closing, and discuss the right processing scope for your team.