VIRTUAL/HYBRID CLOSING
This UWM tech platform is the hub where you select Hybrid or Virtual Close, monitor completion to 100%, and generate the Final Package.
What is UClose 3.0?
This UWM service is described as “CD at initial, completed day 1,” helping avoid last-minute delays that can push closing.
What is CD @ Initial?
This underwriting automation tool is listed as a key selling point alongside Instant Funding, CD @ Initial, and LOPP.
What is BOLT?
This UWM platform offers in‑person and virtual courses for new and experienced LOs and processors on closing, income, and troubleshooting loans.
What is Success Track?
This title and closing solution requires loans to close virtually and is listed as a differentiator along with TRAC Lite and Virtual/Hybrid Close.
What is TRAC+?
This collaboration tool lets the title company upload their docs and request wires for hybrid/virtual closings, keeping everyone aligned.
What is the Settlement Agent Portal (SAP)?
This closing tech pairs with CD @ Initial to let you set up closing in minutes and get approvals within a day for added security.
What is UClose 3.0?
This AE question is designed to uncover why a partner isn’t using UWM’s automated underwriting workflow yet.
“What do you know about BOLT?
This AE question invites partners to take advantage of UWM’s training at the Pontiac campus
“When are you coming out to Success Track?"
This related solution appears next to TRAC+ and offers title/closing support in multiple closing types (In‑Person, Hybrid, Virtual).
What is TRAC (or TRAC Lite)?
This experience allows borrowers to eSign all non-notarized docs online, then spend minimal time at the closing table for the notarized docs only.
What is Hybrid Close?
This UWM checklist for government loans specifically calls out introducing closing type options like Virtual, Hybrid with eNote or Paper Note, and In‑Person once the loan is approved with conditions.
What is the Government Loan Success Checklist?
This follow‑up question challenges partners who haven’t adopted the tool, prompting a conversation about speed and efficiency.
“Why aren’t you using BOLT?
Every Friday, Success Track offers these 1‑hour sessions that focus on tech, process, and industry best practices.
What are Friday Virtual Electives?
This UWM tech tool, listed near TRAC and Virtual E‑Closing, lets partners track loans from submission through closing milestones.
What is UTrack?
This experience lets borrowers complete their entire closing in a secure digital environment, often from home, work, or even on vacation.
What is Virtual Close?
This AE coaching resource teaches AEs to ask partners “What do you know about CD at Initial?” to highlight UWM’s early-CD differentiator.
What is the Quality Call Open-Ended Question Examples guide?
This sales coaching resource lists BOLT among “key products, services, and tools” AEs should know to sell UWM’s competitive advantages.
What is the Sales CX Coaching Playbook or AE Call Playbook?
This advanced course teaches best practices for calculating multiple income types, complementing BOLT and Ultimate Submission.
What is 2‑Day Calculating Income in Success Track?
These two closing enhancements, paired with TRAC+, are highlighted as differentiators in AE quality call coaching.
What are Virtual and Hybrid Close?
This UWM training course teaches how virtual and hybrid closings impact clients, brokers, title agents, and borrowers, and how to leverage PA+ in closing.
What is Closing Essentials in Success Track?
This UWM mobile tool lets partners access pipeline, statuses, and messages on the go and is listed alongside TRAC, UTrack, and the UWM Portal.
What is the UWM InTouch Mobile App?