# Pull your UWM EASE pipeline into your own systems

> Read a loan's Clipboard, its e-sign and CD progress and your Insights pipeline report from UWM EASE with one API call each. Or have a workflow go through your pipeline every morning and email you the loans whose status moved.

Page: https://fous.com/automate/uwm-ease
Updated: 2026-11-12

Works with your own UWM EASE account. Fous is an independent product.

## What you can build on EASE

### Get a loan's Clipboard

Reads the Clipboard for one loan: its loan status, your main point of contact at UWM, the origination package, Processor Assist orders and CD progress.

- Takes: Loan number
- Returns: Loan number, borrower, loan status, main point of contact, origination package generated and signed, Processor Assist orders, CD progress

### Track application packages and CDs

Reads the E-Sign and CD Tracker for your loans: when each borrower received, signed and submitted the application package and the CD.

- Takes: Loan number (optional)
- Returns: Loan number, borrower, document, received, signed, submitted

### Get an Insights pipeline report

Reads one of the Insights reports, for loans in your pipeline, funded or post-closed, with the columns the report shows.

- Takes: Report (pipeline, funded or post-closed), date range (optional)
- Returns: Loan number, borrower, loan status, the report's other columns as labelled

### Upload a document for a condition

Opens a loan's conditions and uploads the document you give for the condition you name.

- Takes: Loan number, condition, document
- Returns: Loan number, condition, uploaded at, condition status

## Automate EASE with a workflow

A [workflow](/product/workflows) runs your methods as one process, with nobody at the screen. A schedule or a call from your own system starts it, the steps run in order, and the result arrives in your inbox or in the systems you already use.

### Morning pipeline check, by loan status

Starts: Every weekday at 7:30

1. Get the Insights pipeline report for your loans.
2. For each loan, get its Clipboard.
3. Keep the loans whose loan status or CD progress changed since the last run.
4. Email you the list with loan number, borrower, loan status, CD progress and main point of contact.

### Unsigned application packages and CDs

Starts: Every weekday at 10:00 and 15:00

1. Read the E-Sign and CD Tracker for all loans.
2. Keep the application packages and CDs that were received but not signed.
3. Post each one, with loan number, borrower and received date, to your CRM's webhook.

### Funded loans, handed to your back office

Starts: Every Monday at 8:00

1. Get the Insights funded report.
2. Keep the loans that were not there on the last run.
3. Post each loan with the report's columns to your accounting webhook.

You can run a workflow by hand on every plan, Free included. Schedules and webhook triggers come with the paid plans, from $29 a month.

## Once built, one call from your code

Once you have built a [method](/product/methods), it is one POST to /v1/runs from your backend, or a tool an AI agent calls over MCP. This is what “Get a loan's Clipboard” would look like.

Example request:

```
curl https://api.fous.com/v1/runs \
  -H "Authorization: Bearer $FOUS_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "method": "ease.uwm.com/get_loan_clipboard",
    "input": {
      "loan_number": "4417390218"
    }
  }'
```

Example response:

```
{
  "status": "completed",
  "data": {
    "loan_number": "4417390218",
    "borrower": "Jordan Acme",
    "loan_status": "Underwriting",
    "main_point_of_contact": {
      "role": "Underwriter",
      "name": "Sam Northwind"
    },
    "origination_package": {
      "generated": true,
      "signed": false
    },
    "processor_assist_orders": [
      {
        "item": "Title work",
        "status": "Ordered"
      }
    ],
    "cd_progress": "Not started"
  }
}
```

An example with invented data, not a ready-made endpoint. The method exists in your organization once you build it, and its name, inputs and fields follow your request.

## EASE’s own options

UWM's API for brokers is the UWM Portal, a bi-directional API that links your loan origination system to EASE so loans import without re-keying. It is set up through your LOS. Loan status, conditions, CD tracking and Insights reports are in EASE itself and, in part, the UWM InTouch mobile app.

| Option | What it covers | What it takes |
| --- | --- | --- |
| UWM Portal | Links your LOS to EASE to import loans and keep loan information reconciled between the two. | An LOS that connects to it. LendingPad's guide describes company and personal API keys, with your user role deciding what syncs. |
| UWM InTouch mobile app | Price a loan with EQ, view your pipeline, lock or extend loans, upload conditions, submit and monitor CofCs. | Your EASE account, on a phone. |
| EASE by hand | The Clipboard, the E-Sign and CD Tracker, conditions and Insights reports for pipeline, funded and post-closed loans. | An EASE account from your company's partnership with UWM. |

Read on November 12, 2026: [UWM Differentiators (as of 12/19/2024)](https://res.cloudinary.com/uwm/image/upload/v1734611394/UWM.com/Documents/Differentiators/UWM-Differentiators-12192024.pdf).

## Signing in to EASE

EASE signs you in on UWM's own sign-in page at sso.uwm.com, the same one that UWM's pipeline and dashboard pages use, with a password reset under Having trouble logging in. With Fous you sign in once through that page with your own account: the login is sealed with AES-256, and code and AI agents never see it.

## Worth knowing

- **The UWM Portal syncs loan data, not status**: In LendingPad's guide, the UWM Portal sends MISMO data back to the LOS every 4 hours, and no documents, statuses or conditions return. Status and conditions are read in EASE.
- **Your role on the keys decides what syncs**: LendingPad's guide says the user role attached to your UWM API keys determines what syncs, and that your UWM account executive changes it.
- **Conditions are cleared on UWM's side**: Underwriting conditions from EASE can arrive in an LOS file, but LendingPad notes they cannot be altered or cleared there. Documents for conditions go to UWM, in EASE or the InTouch app.
- **The CD can go out by itself**: The CD Tracker releases the CD to your borrower automatically before clear to close, so a workflow that watches CD progress sees it move without anyone sending it.

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## Frequently asked questions

### Does UWM EASE have an API?

UWM's API for brokers is the UWM Portal, a bi-directional API that links your loan origination system to EASE for importing loans, set up through your LOS. Loan status, conditions, CD tracking and Insights reports are in EASE itself and, in part, the UWM InTouch mobile app.

### How do I see whether my borrower signed the application package?

Open the E-Sign and CD Tracker in EASE. It shows when your borrowers receive, sign and submit the application package and the CD. The Clipboard also shows whether the origination package has been generated or signed.

### Do EASE statuses and conditions come back into my LOS?

It depends on your LOS. LendingPad's guide says its direct UWM integration brings MISMO data and underwriting conditions from EASE into the loan file, but not documents or statuses, and the UWM Portal returns MISMO data only.

### Where do I see my funded and post-closed loans?

In Insights, UWM's reporting tool, which has separate reports for loans in your pipeline, funded, post-closed and more. With Fous, you can build a method that reads one of those reports and a workflow that sends you the new rows each week.

### Is Fous affiliated with United Wholesale Mortgage?

No. Fous is an independent product. You use it with your own EASE account, and a method reads and does only what that account can.

Fous is an independent product: it is not affiliated with, endorsed by or sponsored by the operator of UWM EASE (United Wholesale Mortgage). The name is used only to say which system this page is about. Something here wrong or out of date? Write to legal@fous.com.