Start with the file
Documents & disclosures.
Signed initial disclosures and supporting borrower documents, ready for the next handoff.
Clear responsibilities
Who handles what?
Start with your processing option and agreed scope.
UPG’s role
Request signed initial disclosures and supporting borrower documents as part of the agreed processing scope.
Under Option B
Your loan officer handles this part before the file goes to underwriting.
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 →- Confirm your processing option.
- Agree who handles disclosures and documents.
- Gather the supporting borrower documents.
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.