Keep the next steps visible
Condition follow-up.
Follow-up on underwriting conditions and the information needed to prepare for closing.
Clear responsibilities
Who handles what?
Start with your processing option and agreed scope.
UPG’s role
Work with the borrower to address underwriting conditions and gather the information needed to prepare for closing.
Working with the borrower
Discuss the information needed to address the lender’s conditions.
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 underwriting conditions.
- Identify the supporting information needed.
- Discuss follow-up and the next handoff.
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.