UDL Mortgage - Elite Partner Onboarding
Onboarding Guide

Welcome to the Elite Partner Program!

You’re officially one step closer to becoming your market’s go-to agent for pre-approved buyers, co-branded marketing, and exclusive partner benefits.

This page will walk you through everything you need to get started.

01
Within 24 Hours

Welcome Email

You’ll receive a welcome email with your complete onboarding resources.

02
Within 48 Hours

Program Check-In

A UDL Program Specialist will call you to answer questions, review your goals, and help you get set up.

03
When You're Ready

Full Activation

We’ll activate your dashboard access and co-branded marketing materials.

Your Elite Partner Dashboard

Once activated, your dashboard will be your central hub. It is designed to make you stand out and close more deals efficiently.

  • Track and manage pre-approved buyer leads
  • Access all co-branded marketing templates
  • Use your buyer tools, calculators, and scripts
  • Update your agent profile and branding
  • Connect with partner support anytime

Marketing Templates

Buyer Calculators

Scripts & Tools

Lead Management

Your Co-Branded Marketing Toolkit

Once activated, you’ll receive access to our full library. Our goal is to help you become
the most recognized agent in your local market.

Social Media Templates (FB/IG/Reels)

Co-branded Flyers & Ads

Buyer Scripts & Messaging

Branding Customization

Lead Magnets & Campaigns

Your Partner Success Team

Your Elite Partner journey includes dedicated support. If you need anything, simply reply to any UDL email or request support inside your dashboard.

Partner Specialist

Dedicated Strategic Support

Marketing Team

Creative Assets & Branding

Operations Team

Onboarding & Tech Setup
Onboarding Preparation

Help Us Tailor Your Experience

Please prepare the following items before your call:

Buyer Pipeline

Estimate your active leads.

Social Profiles

For branding integration.

Your Questions

Prepare marketing queries.

Availability

Future training slots.

Welcome Again! We’re Excited to Partner With You

You’re now part of a program designed to elevate your business, help you
stand out, and give your buyers unmatched value.

Your success is our mission. Let’s make this your biggest year yet.