PRIVACY POLICY

WHO WE ARE

United Direct Lending ("United Direct Lending," "we," "us," or "our") values and respects your privacy. This Privacy Policy describes our practices regarding information we collect from real estate professionals and business entities ("Partners," "you," or "your") who apply for or participate in the Elite Partner Program through our website at udlelitepartner.com and related services (collectively, the "Services").

SCOPE OF POLICY

This Privacy Policy applies to information collected through the Elite Partner Program application process, Partner dashboard, email, phone, text messages, and other communications related to your participation in our program. By using our Services or participating in the Elite Partner Program, you agree to the terms of this Privacy Policy.

INFORMATION WE COLLECT

We collect several types of information from and about Partners who use our Services, including:

Personal Information: First name, last name, phone number, email address, company/brokerage name, real estate license number (optional but preferred), where you are licensed or currently active state, how long you have been in real estate, how you currently generate new buyer leads, what time you are available for a call.

Automatically Collected Information: When you access our Services, we may automatically collect certain information about your device and usage, including your IP address, browser type, operating system, referring URLs, pages viewed, and the dates/times of your visits.

Communication Records: Records of your communications with us, including emails, phone calls, text messages, and interactions through our Partner dashboard.

Client Referral Information: Information about clients you refer to United Direct Lending for mortgage services.

HOW WE USE YOUR INFORMATION

We use the information we collect for various purposes, including to:

• Process and evaluate your Elite Partner Program application
• Provide, maintain, and improve our Services
• Communicate with you about your account, program updates, and client referrals
• Send you marketing communications (with your consent)
• Respond to your inquiries and provide customer support
• Process commission payments and track referrals
• Analyze usage patterns and improve the Partner dashboard
• Comply with legal obligations and enforce our Terms of Service
• Prevent fraud and protect the security of our Services

HOW WE SHARE YOUR INFORMATION

We may share your information with third parties in the following circumstances:

Service Providers: We may share your information with third-party vendors and service providers who perform services on our behalf, such as CRM platforms, payment processors, email service providers, and analytics providers.

Business Partners: We may share information with mortgage loan officers, underwriters, and other professionals involved in processing referred client applications.

Legal Requirements: We may disclose your information if required to do so by law or in response to valid requests by public authorities (e.g., a court or government agency).

Business Transfers: If we are involved in a merger, acquisition, or sale of assets, your information may be transferred as part of that transaction.

With Your Consent: We may share your information for other purposes with your consent, such as featuring you in case studies or marketing materials.

YOUR RESPONSIBILITIES

When you refer clients to United Direct Lending, you are responsible for obtaining appropriate consent from those clients to share their information with us and ensuring they understand they will be contacted by our loan officers. You must comply with all applicable privacy and data protection laws when collecting and sharing client information.

DATA RETENTION

We retain your information for as long as necessary to provide our Services, comply with legal obligations, resolve disputes, and enforce our agreements. Following termination of your participation in the Elite Partner Program, we will retain certain information as required by law or for legitimate business purposes.

DATA SECURITY

We implement reasonable security measures to protect your information from unauthorized access, use, or disclosure. However, no method of transmission over the Internet or electronic storage is completely secure, and we cannot guarantee absolute security.

YOUR CHOICES

Access and Correction: You may access and update your account information through the Partner dashboard or by contacting us.

Marketing Communications: You may opt out of receiving promotional emails by following the unsubscribe instructions in those emails or contacting us directly. Please note that even if you opt out of promotional communications, we may still send you non-promotional messages related to your account and our business relationship.

Text Messages: You may opt out of receiving text messages by replying STOP to any text message you receive from us or by contacting us. Message and data rates may apply.

Cookies: You can control cookies through your browser settings, though disabling cookies may affect the functionality of our Services.

COOKIES AND TRACKING TECHNOLOGIES

We use cookies and similar tracking technologies to collect information about your browsing activities and to distinguish you from other users. This helps us improve our Services and deliver a better user experience. You can control the use of cookies through your browser settings.

THIRD-PARTY LINKS

Our Services may contain links to third-party websites. We are not responsible for the privacy practices of those websites. We encourage you to review the privacy policies of any third-party sites you visit.

CHILDREN'S PRIVACY

Our Services are not directed to individuals under the age of 18, and we do not knowingly collect personal information from children.

CALIFORNIA PRIVACY RIGHTS

If you are a California resident, you have certain rights regarding your personal information under the California Consumer Privacy Act (CCPA), including the right to know what personal information we collect, the right to request deletion of your information, and the right to opt-out of the sale of your personal information. We do not sell personal information. To exercise your rights, please contact us at [email protected].

CHANGES TO THIS PRIVACY POLICY

We may update this Privacy Policy from time to time. If we make material changes, we will notify you by email or by posting a notice on our website prior to the change becoming effective. Your continued use of our Services after such changes constitutes your acceptance of the updated Privacy Policy.

CONTACT US

If you have any questions about this Privacy Policy or our privacy practices, please contact us at:

United Direct Lending

Email: [email protected]
Phone: 1-833-ELITE-LO (1-833-354-8356)
Mail: 5550 Glades Rd Suite 500 Boca Raton, FL 33431

LICENSING

United Direct Lending is a licensed mortgage brokerage. NMLS #1745716. Equal Housing Opportunity.