Know Where Your Client Stands — before you move forward.
Quickly assess a client's mortgage scenario, understand potential options, and identify the right next step — all in one simple workflow built for Financial Advisors.
Built for Financial Advisors who want a faster, simpler way to understand a client's mortgage scenario.
Why advisors use it
Spend less time collecting information. More time advising.
Your clients come with questions. You need answers quickly. Use a structured mortgage scenario check to gather the information that matters, understand the client's situation, and decide what to discuss next.
The workflow
From client lead to clearer next step.
- 01Client comes to youA buyer, homeowner or referral lands on your desk with questions.
- 02Run the scenarioAnswer the mortgage questions on their behalf — no client contact details needed.
- 03Review the resultsSee a preliminary qualification picture, payment range and documentation path.
- 04Discuss the next stepGo back to your client with context and a clearer starting point.
What the scenario covers
See the full picture before you move forward.
The questionnaire organizes everything that shapes your client's scenario — without asking for a single piece of client contact information.
Client scenarios
One tool. Multiple client scenarios.
Purchase
Help organize the client's home-purchase scenario — price range, down payment, timeline and qualification picture.
Check My Client's ScenarioAdvisor program
Built to support your client conversations.
UPM is building tools that help Financial Advisors simplify the early stages of client conversations, organize important information, and create a smoother path toward the next step.
Advisor questions
Straight answers for advisors.
The tool is designed for Financial Advisors and loan professionals who want a simple way to review a client's mortgage scenario.
Ready when you are
Your client has questions. You need a clearer starting point.
Use the mortgage scenario tool to quickly organize your client's information and start a more informed conversation.
Want to see how this can work for your business? Connect with a loan partner to learn more about the advisor partnership and how UPM can support your client workflow.
Results are preliminary estimates based on the information provided and are not a commitment to lend. Final eligibility, terms, rates and approval are subject to lender review, verification and applicable requirements. Equal Housing Opportunity.