Hand off the file once. Know where it stands.
This is the operating sequence every file follows, from handoff through closeout.
Six steps. No ambiguity about who does what.
Align the workflow
Confirm the brokerage’s LOS, lenders, handoff, responsibilities, communication preferences and escalation rules.
Assign clear ownership
Every file receives a named processor and backup coverage.
Work the file forward
Wheels Up manages the agreed processing scope instead of sending ordinary processing work back to the LO—including direct communication with borrowers to explain what’s needed, follow up on documents and answer processing questions.
Surface meaningful updates
Show movement, exceptions, next actions and LO-required actions before someone has to ask.
Bring the LO in when needed
The LO handles decisions and actions requiring their authority, licensing, product judgment, product selection, pricing control, rate locks, lender choice or lender-required LO actions.
Coordinate through closeout
Maintain ownership through closing coordination and final file completion.
We do not promise the LO will never hear from processing. We promise the LO will not have to manage the processor.
Help shape the processing company you actually want.
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