Prepare for lender review
Submitting to underwriting.
Processing support as the loan file moves into underwriting review.
Clear responsibilities
Who handles what?
Start with your processing option and agreed scope.
UPG’s role
Submit the loan file to the lender for underwriting review. The lender makes the underwriting decision.
Before underwriting
Under Option B, your loan officer handles documents and disclosures 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 →- Review your processing option.
- Confirm document and disclosure responsibilities.
- Discuss the file’s handoff to the lender.
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.