What We Run

What we take off your plate

Processing should remove work—not create another person to manage.

The Standard

Processing should remove work—not create another person to manage.

Wheels Up is built around responsibility transfer, proactive problem-solving and clear visibility. If we accept the file, we own the agreed processing workflow.

01

Full-File Ownership

One managed workflow from setup and permitted disclosures through conditions, closing coordination and closeout.

02

Follow-Up Without Chasing

Document needs, third-party items and conditions stay attached to an owner and a visible next action.

03

Useful File Visibility

Know the stage, last meaningful action, next action, waiting party, due date and whether the loan officer needs to act.

04

Controlled Capacity

Authority, lender acceptance, operational readiness, staffing and security come before file volume.

05

Built to Grow With You

The operating standard stays consistent whether you are an individual producer, a growing team or an enterprise brokerage.

06

Managed Infrastructure

Clear ownership, capacity and reporting create an operation that can scale without becoming harder to control.

Managed Scope

Eight stages. One accountable operation.

You keep the borrower relationship, advice, product selection, pricing, locks and lender choice. Wheels Up runs the permitted processing operation.

STAGE 01

Setup & Registration

STAGE 02

Permitted Disclosures

STAGE 03

Document Collection

STAGE 04

Third-Party Orders

STAGE 05

Submission

STAGE 06

Conditions

STAGE 07

Closing & Funding Coordination

STAGE 08

Closeout

Scope applies only where legally, contractually, operationally and lender-permitted.

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