Correspondent/Wholesale and Referral Services

UPF Services in partnership with CapWest Mortgage is proud to offer an end-to-end mortgage lending solution that allows banks, credit unions and brokers to originate loans without the hassle, overhead and systems required to process and close home loans. This solution allows mortgage originators to market and sell home loans to their customers while removing many of the costs associated with processing the mortgage transaction.

Our Bank/Credit Union Referral services include:

  • Origination
  • Processing
  • Underwriting
  • Closing
  • Funding
  • Staff Training
  • Regulatory Compliance
  • Marketing (free for the first 30 days)
View our Bank Referral Application- TPO Lender Application
Contact: or Call 913-213-6754

The wholesale lending landscape has changed quite a bit in the last few years. As some have exited the market, we recognized the opportunity to not only enter but also provide a better experience. If your operation needs underwriting, closing and funding processes, we’ve got you covered.

View our Wholesale Partner Application – Wholesale Partner Application
Contact: or Call 913-213-6754

Whether you have a large or small warehouse line, we know how critical it is to free up capacity for new business. That’s why we’ve implemented a streamlined process that includes a single point of contact, timely fundings, only one set of stips and competitive pricing. 

View our Correspondent Partner Application – Correspondent Application
View our Correspondent Contract for Corporations -Correspondent Signatures Cert – Corp
View our Correspondent Contract for LLCs -Correspondent Signatures Cert – LLC
View our Correspondent Contract for Partnership Firms -Correspondent Signatures Cert – Partnership (2)
View our Correspondent Contract for Sole Proprietorship -Correspondent Signatures Cert – Sole Proprietor (1)
Contact: or Call 913-213-6754


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