Available right on the UWM dashboard and placed intuitively into our brokers’ workflow, UWM’s newest collection of tools will streamline your process so you can stay in front of past, current and future business relationships.        

Take advantage of a full suite of integrated AI-infused solutions, including:

• Action IQ: An all-in-one notification center for daily reminders about actions you should take so you don’t miss an opportunity
• Lead Pipeline: Stay connected with past borrowers and take advantage of new lead opportunities with the ability to send emails and texts using AI-driven technology
• Easy Qualifier: A faster, easier way to price new loans and manage existing scenarios. Search scenarios by name, loan type, loan purpose and more. Plus, create comparison breakdowns and present up to three different loan options to borrowers.
• Loan Pipeline: Filter and customize your pipeline to see only the information that’s valuable to you as a loan officer or processor. Plus, a new preview screen lets you see essential information without opening each file, dramatically improving efficiency.
• ChatUWM Assist: Ask questions and receive AI-generated responses containing information and details specific to the page you’re on. Get the answers you need faster, with instant access to guidelines, matrices and UWM tools and technology.
• Contacts Pipeline: Create detailed client profiles and contact-specific tasks and notes, then send professionally written communications — or customize using AI-driven technology

Partner with UWM today to take full advantage of this game-changing innovation.

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