Bring the pieces together
Third-party items.
Title, homeowners insurance and other supporting items for the loan file.
Clear responsibilities
Who handles what?
Start with your processing option and agreed scope.
UPG’s role
Order items such as title and homeowners insurance, bringing the supporting pieces into the loan file.
Your agreed scope
Discuss which supporting items are needed and who will provide them.
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 →- Identify the supporting items needed.
- Discuss title and homeowners insurance.
- Agree on 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.