United Wholesale Mortgages PDF Details

In the intricate landscape of mortgage brokerage, the United Wholesale Mortgage (UWM) Broker Application exemplifies a comprehensive approach towards facilitating seamless partnerships between brokers and this leading firm. UWM, renowned for its triad of core values: speed, service, and knowledge, extends an invitation to brokers to join its influential network by completing the detailed broker application form. This form is more than a mere procedural necessity; it is a gateway to a plethora of opportunities and benefits that UWM promises, including exceptional service quality and FHA Sponsorship opportunities, which are critical for brokers dealing with Conventional and FHA loans. Alongside the application, the form encompasses a meticulous checklist ranging from broker agreements, financial statements, to quality control plans, ensuring that every application undergoes thorough scrutiny to maintain the high standards set by UWM. Furthermore, the document elucidates on necessary licenses, processing methods, technological resources, and even the specifics regarding loan production, underlining UWM's commitment to a transparent and efficient partnership. Emphasizing the importance of detailed communication, the form requires comprehensive contact and performance data, positioning itself as a pivotal step for brokers aiming to leverage UWM's robust platform for enhancing their business operations.

QuestionAnswer
Form NameUnited Wholesale Mortgages
Form Length29 pages
Fillable?No
Fillable fields0
Avg. time to fill out7 min 15 sec
Other namesuwm form 1220, wholesale mortgage form, uwm broker, uwm gift letter

Form Preview Example

SPEED. SERVICE. KNOWLEDGE.

Thank you for your interest in joining the United Wholesale Mortgage Broker network. Please take the next few minutes to complete the enclosed Broker application and start taking advantage of the countless benefits UWM has to offer.

We take great pride in the exceptional quality of service we provide. Our employees consistently go above and beyond to ensure a quick, smooth transaction from submission to close on all of your Conventional and FHA loans.

UWM is currently offering FHA Sponsorship Opportunities. Please contact your Account Executive should you have any questions.

Broker Agreement

Version 2012

Toll Free: (800) 981-8898

Web: www.uwm.com

Corporate Office:

555 South Adams Road

Birmingham, MI 48009

NMLS#3038

FHA SPONSOR ID: 7184500075

(Shore Financial Services, Inc.-Parent Company)

Revised: 1-2012 KLS

555 SOUTH ADAMS ROAD, BIRMINGHAM, MI 48009

ACCOUNT EXECUTIVE NAME:

APPLICATION SUBMISSION CHECKLIST

Complete and sign your Broker Application and Agreement. Review the Application Submission Checklist below. For each item that applies to your business, please provide the documentation or information requested. A complete application and supporting documentation will assure a faster approval. For questions, please contact your UWM Account Executive at (800) 981-8898.

Broker application – complete all pages and be sure to sign the Lender References page. Only competed sections will be processed.

Broker agreement – fully executed and dated. Any changes to the agreement will not be accepted. Remember to initial pages 1-13 and sign page 14.

Broker documents – with your application and agreement, please complete the Authorization Release form, and one of the Resolution documents.

Errors & omissions and fidelity bond insurance – if you have a current E&O policy or a fidelity bond in effect, please provide a copy of the policy or declaration page.

Resumes for owners, principals and key employees - please provide a resume for each principal owner, majority stockholder (persons with 10% or more of the corporate stock issued) and key staff members whose experience and knowledge is relied upon to run daily operations of your loan brokerage business.

W-9 request for Taxpayer ID number – complete a W-9 with all required information.

www.irs.gov/pub/irs-pdf/fw9.pdf

Current financial statements – include copies of your most recent financial statements covering a two year period, certified by a Principal or Chief Financial Officer.

Quality control plan – a copy of your company’s quality control plan.

Articles of incorporation/organization or operating agreement – include copies of your current articles of incorporation, organization or operating agreement. If doing business using a dba, trade name or fictitious name, please provide the filings. Names must match the application and license(s)/NMLS.

Professional licenses – if your state license is not required to be on NMLS yet, please provide it.

Contact List – all employees and/or sales contact for corporate as well as any branch offices

Complete the included FHA Sponsorship form

Complete the included Lender Paid Compensation Agreement

Where to send completed package – Send your completed package to: United Wholesale Mortgage, 555 South Adams Road, Birmingham, MI 48009, ATTENTION TO YOUR UWM ACCOUNT EXECUTIVE

(800) 981-8898

WWW.UWM.COM

NMLS#3038

555 SOUTH ADAMS ROAD, BIRMINGHAM, MI 48009

ACCOUNT EXECUTIVE NAME:

COMPANY/BROKER INFORMATION (MAIN OFFICE OR PARENT COMPANY)

Business Name:

Doing Business As:

Street Address:

City, State, Zip:

County:

Phone:

Email Address:

Broker(S) Name (S):

Broker SSN’s:

PLEASE CHECK ONE:

SOLE PROPRIETOR

PARTNERSHIP

CORPORATION

LLC

LLP

LTP

Fax:

How Long Has Your Company Been Originating Loans?

Broker Office Contact:

Phone Number:

Date Incorporated:County:

State:

Federal ID Number:

If No Federal ID Number, SSN:

Company NMLS#:

LICENSE/APPROVAL

Broker Name License Was Issued To:

License Number:

Date Issued:

 

 

 

 

 

Expiration Date:

 

 

 

 

 

 

 

Home Address of Broker:

 

 

 

 

 

 

 

Phone Number:

Email:

 

 

 

 

 

 

If approved by any of these

FHA/HUD No:_

 

 

Date Approved:

 

 

entities, the following information is

 

Fannie Mae No.:

Date Approved:

required:

 

 

 

 

 

 

 

 

 

Veterans Affairs No:_

 

Date Approved:

 

 

 

Freddie Mac No.:

 

Date Approved:

 

 

 

 

 

 

 

 

 

 

(800) 981-8898

WWW.UWM.COM

 

 

 

 

 

NMLS#3038

555 SOUTH ADAMS ROAD, BIRMINGHAM, MI 48009

PRINCIPALS

Name:

Phone No.:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Title:

 

 

%Owned

 

 

Date of Birth:

 

 

 

 

 

 

 

 

 

 

 

 

 

Fax No.:

 

E-Mail:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Residence Address:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Name:

Phone No.:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Title:

 

 

%Owned

 

 

Date of Birth:

 

 

 

 

 

 

 

 

 

 

 

 

Fax No.:

 

E-Mail:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Residence Address:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Name:

Phone No.:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Title:

 

 

%Owned

 

 

Date of Birth:

 

 

 

 

 

 

 

 

 

 

 

 

Fax No.:

 

E-Mail:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Residence Address:

ORIGINATION AND PROCESSING METHOD (CHECK ONE)

Origination method

Internet

Leads

Traditional Originations

Processing method

In-House

Outsource

 

TECHNOLOGY RESOURCES

What processing software do you use (include name and version)?

Do you currently use Fannie Mae’s Desktop Underwriter to approve Loans?

Do you currently use Freddie Mac’s Loan Prospector?

BRANCH OFFICES (IF ADDITIONAL BRANCHES, PLEASE USE ADDITIONAL PAGE)

What states are you currently licensed to do business in?

LIST ALL BRANCHES IN EVERY STATE YOU ARE CURRENTLY LICENSED IN

BRANCH NAME

 

 

 

Phone #

 

 

 

 

 

 

 

Contact Person

 

 

 

Title

 

 

 

 

 

 

 

Address

 

 

 

Fax

 

 

 

 

 

 

 

BRANCH NAME

 

 

 

Phone #

 

 

 

 

 

 

 

Contact Person

 

 

 

Title

 

 

 

 

 

 

 

Address

 

 

 

Fax

 

 

 

 

 

 

 

BRANCH NAME

 

 

 

Phone #

 

 

 

 

 

 

 

Contact Person

 

 

 

Title

 

 

 

 

 

 

 

Address

 

 

 

Fax

 

 

 

 

 

 

 

Address

 

 

 

Fax

 

 

 

 

 

 

 

(800) 981-8898

WWW.UWM.COM

 

NMLS#3038

 

555 SOUTH ADAMS ROAD, BIRMINGHAM, MI 48009

 

 

LOAN PRODUCTION

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Prior 12 Months Funding

 

Average Loan

 

 

 

Volume Government:

 

Amount

 

 

 

Prior 12 Months Funding

 

Average Loan

 

 

 

Volume Conventional:

 

Amount

 

 

 

Prior 12 Months Funding

 

Average Loan

 

 

 

Volume Jumbo:

 

Amount

 

 

 

Prior 12 Months Funding

 

Average Loan

 

 

 

Volume Sub-Prime:

 

Amount

 

 

 

Prior 12 Months Funding

 

Average Loan

 

 

 

Volume 2nd Trust Deeds:

 

Amount

 

 

 

Prior 12 Months Percent

 

Prior 12 Months %

 

 

 

Government:

 

Conventional:

 

 

 

 

 

 

 

 

 

Prior 12 Months Percent Jumbo:

 

Prior 12 Months

 

 

 

 

 

Percent Sub-Prime:

 

 

 

 

 

 

 

 

CONTACT INFORMATION

 

DEPARTMENT

NAME

 

EMAIL

 

PHONE

 

 

 

 

 

 

Processing

 

 

 

 

 

 

 

Secondary

 

 

 

 

 

 

 

Underwriting

 

 

 

 

 

 

 

Shipping

 

 

 

 

 

 

 

Funding

 

 

 

 

 

 

 

Servicing

 

 

 

 

 

 

 

Accounting

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

WAREHOUSE/CREDIT LENDERS

 

 

 

 

 

 

NAME

AMOUNT

RENEWAL DATE

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

WIRE TRANSFER INFORMATION

WIRE TO BANK NAME

ADDRESS, CITY, STATE, ZIP

ABA NUMBER

ACCOUNT NUMBER

ACCOUNT NAME:

CONTACT NAME

PHONE NUMBER

(800) 981-8898

WWW.UWM.COM

NMLS#3038

How to Edit United Wholesale Mortgages Online for Free

Filling in united wholesale broker agreement is simple. Our team designed our PDF software to make it simple to operate and assist you to complete any PDF online. Here are a few steps that you need to adhere to:

Step 1: Click the orange "Get Form Now" button on the following website page.

Step 2: So, you are on the form editing page. You may add content, edit existing details, highlight certain words or phrases, place crosses or checks, insert images, sign the document, erase unrequired fields, etc.

For every single part, prepare the content demanded by the software.

part 1 to completing uwm broker

The application will require you to prepare the Complete and sign your Broker, Broker application complete all, Broker agreement fully executed, Remember to initial pages and, and Articles of box.

uwm broker Complete and sign your Broker, Broker application complete all, Broker agreement fully executed, Remember to initial pages and, and Articles of blanks to fill

You'll be required to write down the data to let the application fill out the part Articles of, Contact List all employees andor, Complete the included FHA, Complete the included Lender Paid, Where to send completed package, WWWUWMCOM, and NMLS.

uwm broker Articles of, Contact List all employees andor, Complete the included FHA, Complete the included Lender Paid, Where to send completed package, WWWUWMCOM, and NMLS fields to fill

You will have to identify the rights and obligations of both sides in part PLEASE CHECK ONE, SOLE PROPRIETOR PARTNERSHIP, Fax, County, Business Name, Doing Business As, Street Address, City State Zip County, Phone, Email Address, BrokerS Name S, Broker SSNs, How Long Has Your Company Been, Phone Number Date Incorporated, and State Federal ID Number.

part 4 to filling out uwm broker

Fill out the template by taking a look at the following areas: State Federal ID Number, If No Federal ID Number SSN, LICENSEAPPROVAL Broker Name, If approved by any of these, Date Issued, Email, FHAHUD No Fannie Mae No Veterans, Date Approved Date Approved Date, WWWUWMCOM, and NMLS.

uwm broker State Federal ID Number, If No Federal ID Number SSN, LICENSEAPPROVAL Broker Name, If approved by any of these, Date Issued, Email, FHAHUD No Fannie Mae No Veterans, Date Approved Date Approved Date, WWWUWMCOM, and NMLS fields to fill out

Step 3: Select the "Done" button. Now, it is possible to transfer the PDF document - upload it to your device or forward it by means of electronic mail.

Step 4: Try to generate as many duplicates of your form as possible to avoid potential misunderstandings.

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