Connect the closing contacts
Closing coordination.
Processing coordination through closing, alongside the lender and closing contacts.
Clear responsibilities
Who handles what?
Start with your processing option and agreed scope.
UPG’s role
Coordinate the processing work through closing, with the lender and closing contacts involved in the remaining arrangements.
Closing contacts
Discuss the remaining arrangements with the lender and closing contacts.
The lender’s role
The lender reviews the file and makes the underwriting decision.
Prepare the handoff
A shared starting point.
Use the handoff checklist to talk through the supporting file and your team’s responsibilities.
Open the handoff checklist →- Review the remaining processing work.
- Confirm the contacts involved.
- Discuss the remaining arrangements.
Connected work
Explore the next steps.
The next step
Discuss processing supportTalk through your file.
Discuss where processing support fits your team. Review scope and pricing.