Transition

Switching mortgage companies in 30 days.

A confidential, structured transition. Most producing LOs are licensed, onboarded, and writing loans within 30 days.

The 5-step process

From considering to closing.

Confidential, structured, and shorter than most LOs expect.

30-min recruiter call, NDA available. Map your shop’s pain points to what Uplend fixes.

Custom comp proposal, math written out, LOI within 48 hours.

MU2/MU4 sponsorship transfer in every state, handled by compliance — 7–14 days.

Encompass, POS, CRM, mobile app, personal landing page — weeks 2–3.

First Uplend loan closes within ~30 days of joining. Pipeline transition support throughout.

Transition FAQs

From pipeline handling to confidentiality to LOA co-onboarding.

Your transition team helps map which loans can move, which need to close at the prior shop, and how to communicate to borrowers without disruption.

Fully — we sign NDAs before the first call on request. Nothing is shared without your explicit OK.

Yes, and we strongly encourage it. Joint comp packages and joint onboarding are standard.

You keep them. Co-marketing kit production starts within a week of joining so your realtor partners see continuity.

Around day 30 in most cases. We track and proactively report on transition timing every step.

Start the Move

Step 1 is a confidential call. Pre-NDA available. We listen first.