Elite Partner Program

Designed to empower real estate agents by giving them transparency, control, and a competitive edge in their deals.

ELITE PARTNER PROGRAM

What It Is & Why It’s a Game-Changer

The Elite Partner Program is a strategic mortgage advantage designed to help real estate agents stand out in their market by offering exclusive financing solutions to their clients.

What Makes This Program Unique?

Most agents work with lenders who offer standard loan options—but Elite Partner Realtors get access to highly unusual and exclusive mortgage benefits that give their clients an edge when purchasing a home.

Why This Matters in Today's Market

With affordability concerns and higher interest rates, buyers need every advantage possible to get into a home. The Elite Partner Program gives agents a true selling point—allowing them to tell clients:

“When you work with me, you get lower rates and financial assistance other buyers don’t have access to.”

That’s a powerful message that sets them apart and helps them win more business.

A Seamless Process from Start to Success

At United Direct Lending (UDL), we streamline the entire process for real estate agents, ensuring they have everything they need to serve their clients effectively. Here’s how we work together—from onboarding to closing deals successfully.

1

  • Seamless Onboarding & Exclusive Access

    Access the Elite Partner Program with our Agent Dashboard featuring the 'Arive Point of Sale' system for client pre-approvals, pipeline monitoring, and real-time status updates.

2

  • Access to Exclusive Loan Programs

    Our program provides real estate agents with in-depth insights into our exclusive mortgage programs, featuring side-by-side comparisons to help you find the best options for your clients. Download ready-to-use marketing flyers and watch a pre-recorded video that explains how our program helps agents close deals faster.

3

  • Marketing & Growth Support

    We help you grow your business with: Social Media & Marketing Templates to promote your services. A Dedicated Concierge Service for new Realtor Partners, ensuring your first few referrals are set up smoothly. Open House Support, including marketing materials and participation from UDL loan officers. Exclusive Training Webinars & Market Updates to keep you ahead in the industry.

4

  • Ongoing Agent Support & Direct Assistance

    Our team is always available to support you with: Live Chat with UDL Loan Officers for quick questions. Co-branded Mortgage Consultations to provide personalized financing solutions for your clients. Help Desk Support for any issues navigating the Arive Platform or other UDL tools.

HOW IT WORKS

01

Join The Program

No cost, no obligation—just access to exclusive mortgage options.

02

Promote the Exclusive Mortgage Benefits

Realtors clients can leverage UDL's 2% loan assistance, to lower rates or save in closing costs.

03

Clients Get VIP Treatment

Buyers who work with an Elite Partner agent automatically qualify for the program's benefits.

04

Agent Builds More Business

With better financing options in their back pocket, agents close more deals, attract more referrals, and increase their sales volume.

01

Join The Program

No cost, no obligation—just access to exclusive mortgage options.

02

Promote the Exclusive Mortgage Benefits

Realtors can leverage UDL's 2% loan assistance, lower rates, and fast closings to attract more clients.

03

Clients Get VIP Treatment

Buyers who work with an Elite Partner agent automatically qualify for the program's benefits.

04

Agent Builds More Business

With better financing options in their back pocket, agents close more deals, attract more referrals, and increase their sales volume.

agent dashboard features

  • Live Deal Tracker

    View all clients currently in process with UDL.
    Status Indicators (Pre-Approved, Submitted, Conditional Approval, Clear to Close, Funded).
    Timeline of loan milestones and projected close date.
    Automated updates for major life events.

  • Client Panel

    See a log of all automated milestone texts/emails sent to the buyer Option to message your UDL LO or LOA directly from the dashboard Share updates with your buyer right from the platform

  • Pre-Approval Toolkit

    Access and download pre-approval letters instantly Adjust purchase price (within max approval limits) Request updates or changes to loan scenarios in real-time

  • Pipeline & Reporting Tools

    View historical volume and performance metrics with UDL Monthly breakdown of units closed with UDL and commission earned Track new pre-approvals, active clients, and referral conversion rates

  • Marketing Tools & Co-Branding

    Download co-branded flyers, open house materials, and loan program one-pagers Access customizable email templates to promote EPP loan products Use your own personalized co-branded application link to send clients directly to UDL Access a dedicated agent landing page with your name and branding

  • Program Access + Loan Scenarios

    Request special pricing scenarios using EPP-exclusive products like: The Homeownership Boost Plan The Balanced Boost The Closing Cost Advantage Track what loan programs were offered to each client and see estimated savings

  • Secure Document Sharing

    Upload contract, escrow docs, and title docs directly into the loan file Eliminate the need to email sensitive documents View what documents have been submitted or are still pending

Your success is our priority

At UDL, we empower agents with the tools, resources, and direct support needed to close more deals efficiently. Whether you’re fine-tuning pre-approvals, staying updated on loan statuses, or marketing your services, we ensure a seamless, profitable, and stress-free experience every step of the way.

Join the Elite Partner Program today and start transforming your real estate success with UDL!

Get In Contact