Review the completed file
Post-close review.
A post-close audit of the file within the recorded processing scope.
Clear responsibilities
Who handles what?
Start with your processing option and agreed scope.
UPG’s role
Complete a post-close audit of the file as part of the recorded processing scope.
Your recorded scope
Discuss what the agreed post-close review includes.
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 recorded processing scope.
- Identify the file information to review.
- Discuss any follow-up questions.
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.