Assignment and Loan Transfer Services

UPF Services expertise is unparalleled when it comes to processing loan transfer and mortgage assignment projects. UPF Services provides comprehensive loan transfer services for individual, bulk sales and acquisitions covering every detail of the mortgage assignment process for mortgage lenders, servicer and investors.

UPF’s service solution includes every step of the assignment process: data capture, file inventory, reviews, document imaging, exception handling, assignment document preparation and county recording or eRecording.

We also offer extensive problem file resolution and research services to find and cure anything missing that is mandatory to transfer the loan or to record an assignment.

UPF Services provides complete MERS services to either update or register/assign your loans to MERS for you or your buyer, including fulfilling and completing the registration and quality review process from beginning to end.

As a standard part of mortgage assignment services, UPF Services will perform all necessary steps to accommodate agency requirements as a part of your loan transfer. This could include the preparation of agency assignments, signing services or preparation of true and certified copies of the assignments. Each agency may require a different set of requirements for each loan sale and UPF will accommodate all necessary requirements to ensure that your loan transfer is complete and accurate.

Loan Transfer & Mortgage Assignment Services Include:

  • Optimal workflow development and design
  • Rapid, low impact deployment
  • Custom integration options
  • Dedicated on shore customer support
  • Compliant nationwide coverage
  • Secure facility
  • Exception file resolution and research
  • Document execution & notarization best practices
  • Agency assignment preparation and signing
  • Delivery of true and certified copies of assignments.
  • E-Recording options.
  • Document tracking and follow-up.
  • Precise reporting
  • Access to images
  • MERS registrations and updates.

Back to Document and Recording Services

Related Services

Mortgage/Lien Release

Recording Services

Collateral Services

Beneficiary Research

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