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How to submit a loan to UWM?

A step-by-step guide on how to submit a loan to UWM

  • These steps are unique to UWM. 
  • Your Branch and Contact options will sync from the UWM credentials you entered in your profile. 
  • Sphere would not know which Branch or Contact to choose. Please consult your UWM AE for which option(s) to choose.
  1. Access the loan you wish to submit 
  2. The following must be present in the file to submit otherwise you will receive a hard stop error. 
    1. Borrower(s) SSN 
    2. Subject property address
    3. Appraised Value 
    4. Loan Amount 
    5. Credit Score
    6. Program 
    7. Note Rate
    8. Estimate Closing Date (Overview > Interviewer Details)
    9. Loan Officer assignment (Overview > Assignments)
  3. Navigate to the Overview > Wholesale Lender Information 
  4. Click Edit 
  5. Choose UWM from the drop-down 
  6. Choose Branch 
  7. Choose Contact 
  8. Click Register With Lender
  9. A list of fees that Sphere maintains on the backend will appear. You can accept them by clicking the save button or remove them with the red trashcan icon.
  10. Once the loan is successfully registered a loan number will be returned, the status in the wholesale lender info section will say Completed, and a view option will be available if you wish to be directed to the UWM portal. See screenshot below

  • Click Here to see a KB on how to enter your UWM credentials in your profile. 
  • Click here if you are an admin and need to set UWM to your lender list.