UplevelRE
Affiliate program Agreement affiliate-agreement-v1 Effective 2026-08-30

UplevelRE Affiliate Program Agreement — Version 1.0

1. Agreement and eligibility

This Affiliate Program Agreement (the Agreement) is between Uplevel Technologies, Inc., the United States company that operates the UplevelRE products and the uplevelre.com services (UplevelRE, we, us), and the person or entity identified in the application (Affiliate, you). By applying to or participating in the UplevelRE Affiliate Program (the Program), you agree to this Agreement and the policy version identified at acceptance. If you accept for an entity, you represent that you have authority to bind it.

You must provide complete, accurate, current application, identity, tax, and payout information. You must be at least 18, be legally able to enter this Agreement, be based in a country enabled by the active policy (the United States in version 1), and pass our review and the payout provider's applicable verification. Approval is discretionary and does not guarantee any minimum referrals, commissions, or Program duration.

An Affiliate account is separate from any UplevelRE customer workspace or membership. Being a customer does not approve an application, grant access to another customer's data, or make a self-referral eligible.

2. Appointment and relationship

While your status is active, UplevelRE grants you a limited, revocable, non-exclusive, non-transferable right to promote approved UplevelRE services using approved materials and referral links. You may not appoint sub-affiliates, create a multi-level arrangement, bind UplevelRE, negotiate for UplevelRE, collect customer money, provide warranties for UplevelRE, or present yourself as an employee, agent, franchisee, joint venturer, or legal representative of UplevelRE.

You control when, where, and how you perform permitted promotion, subject to this Agreement and law. You are responsible for your business expenses, licenses, insurance, personnel, taxes, and compliance. The parties intend an independent-contractor relationship; the label does not override applicable classification law. Nothing in this Agreement entitles you to wages, benefits, workers' compensation, or unemployment insurance from UplevelRE.

3. Honest promotion and disclosures

You must:

  • make truthful, current, substantiated statements based on your real opinion or experience;
  • use only current approved product, price, offer, brand, and comparison claims;
  • clearly and conspicuously disclose that you may earn a commission whenever you endorse UplevelRE or present a referral link;
  • place the disclosure close to the endorsement/link, before or at the point a person acts, in the same language and medium as the promotion;
  • make an audible and visual disclosure in video or other content that is both heard and seen, and repeat it when needed for a reasonable viewer to notice;
  • comply with advertising, privacy, anti-spam, telemarketing, endorsement, platform, and professional rules that apply to you; and
  • promptly correct or remove content when UplevelRE withdraws a claim or asks you to remedy a compliance issue.

Affiliate link, commissionable link, a disclosure hidden behind a link, a profile-only disclosure, or a tag buried among other tags may not adequately explain the financial relationship. Use plain language ordinary people understand.

Approved baseline examples, adapted to the medium, are:

  • Website/email near the link: “I may earn a commission if you purchase UplevelRE through this link.”
  • Short social post before the link: “Ad: I may earn a commission if you join UplevelRE through this link.”
  • Video/audio: Say, and for video display, “UplevelRE pays me a commission if you sign up through my link” before the first endorsement or link callout; repeat it in the description next to the link.

These examples do not guarantee compliance in every context. If a platform cannot support a clear disclosure, do not use that platform or format for the promotion.

4. Prohibited conduct

You may not:

  • refer yourself, a controlled entity, household member, employee, or an account created chiefly to obtain commission;
  • claim an existing lead/customer, create duplicates, or conceal a prior relationship;
  • send unsolicited commercial messages, use purchased lists, robocall, or contact people without legally sufficient consent;
  • use cookie stuffing, hidden frames, adware, malware, forced redirects, misleading buttons, automatic link activation, or any technique that creates attribution without a person's intentional eligible click;
  • bid on Uplevel, UplevelRE, related marks or misspellings, direct-link a paid search ad, impersonate UplevelRE, or register confusing domains/accounts unless a written campaign approval expressly permits it;
  • offer coupons, rebates, cash, gifts, sweepstakes, or other incentives unless UplevelRE issued and approved the exact campaign;
  • make deceptive or unsubstantiated earnings, savings, performance, customer, security, legal, tax, MLS, integration, or comparative claims;
  • publish fake reviews, conceal a material connection, manipulate engagement, disparage competitors falsely, or use another person's intellectual property or likeness without permission;
  • collect a prospect's UplevelRE credentials, payment information, or other sensitive data; or
  • promote illegal, discriminatory, hateful, sexually exploitative, violent, fraudulent, or otherwise brand-unsafe content.

5. Links and attribution

UplevelRE supplies opaque, revocable links for approved destinations. You may add an allowed campaign/sub-id that contains no personal information. You may not modify, conceal, automate, or misrepresent a link's function.

Version 1 uses first-touch attribution for the window in the active policy (90 days at this version). A valid first eligible click owns the journey while unexpired. Another affiliate cannot overwrite it. A repeat click for the same affiliate may refresh expiry as stated in the policy. Attribution persists server-side when a qualifying lead/account is created; a URL parameter alone is not proof.

UplevelRE may reject attribution for an expired window, pre-existing relationship, duplicate, self-referral, invalid/test identity, prohibited promotion, fraud, or other policy reason. You may submit a dispute within the policy deadline with evidence. UplevelRE may make a documented manual correction; no Affiliate is entitled to attribution solely because a person recalled or typed their name.

6. Commissions

A commission exists only when all active-policy conditions are met and the UplevelRE ledger records it. Clicks, leads, trials, invoice creation, payment authorization, projected revenue, and an Affiliate dashboard estimate are not earned or payable compensation.

The effective rule follows this order: Affiliate override, plan/product or campaign rule, then program default. The rule, basis, duration, hold, and policy versions are snapshotted on each commission. The active policy identifies the eligible products, qualifying settled-payment event, percentage or fixed amount, one-payment/fixed-period/lifetime duration, exclusions, rounding, and hold. At this version the program default is 20% of eligible, settled Core and Marketing subscription revenue for the referred customer's first 12 paid months.

Discounts and credits reduce the eligible basis. Taxes, provider/pass-through fees, ineligible products, uncollected amounts, bad debt, and other active policy exclusions do not earn commission. Upgrades, downgrades, cancellation, refunds, chargebacks, and disputes receive the treatment stated in the snapshotted rule and policy.

Pending or under-review amounts are estimates, not due. A commission becomes payable only after its hold and all tax, payout, fraud, dispute, and minimum conditions pass. UplevelRE may correct a calculation or eligibility error with an auditable adjustment. We do not silently edit settled financial history.

7. Reversals, overpayments, and setoff

A refund, chargeback, payment reversal, duplicate, self-referral, fraud, policy violation, or calculation error may create a reversal even after a payout. UplevelRE may offset a negative Affiliate balance against future commissions. We will not debit your bank account automatically. If future earnings do not cover an overpayment, you must repay a properly documented amount within 30 days after notice, subject to your right to dispute it.

8. Payouts

Payouts are executed through Stripe, the same regulated payment provider that processes UplevelRE customer billing. To become payout-ready you must complete Stripe's hosted onboarding for the Program, which collects your identity, taxpayer certification, and U.S. bank details directly with Stripe; UplevelRE never receives or stores your bank credentials or full tax identifiers, only an opaque account reference, verification status, and safe display metadata such as the destination's last four digits.

The version 1 payout schedule is:

  • Method. ACH bank transfer to your verified U.S. bank account, in USD. Checks, wire transfers, cards, wallets, and cryptocurrency are not offered.
  • Hold. Each commission becomes payable 30 calendar days after its qualifying payment settles, provided no refund, dispute, or review is open.
  • Cycle. Payable balances are cut off at 23:59:59 UTC on the last calendar day of each month. Approved batches target release by the 15th of the following month or the next business day.
  • Minimum. A payout requires at least $100 of payable balance. Smaller balances remain yours and roll forward to later cycles.
  • Fees. UplevelRE pays the standard payout costs; no payout fee is deducted from your balance. Your own bank's terms are outside our control.

Release to Stripe discharges UplevelRE's payment obligation for the amounts released; Stripe then settles to your bank account on its own schedule. No fixed arrival time is guaranteed; provider, banking, compliance, holidays, and recipient details can affect settlement. You must keep your Stripe payout details current, complete requested reverification promptly, and protect access to your account. UplevelRE will never ask you to send bank credentials or full tax identifiers to Support.

If a payout fails or returns, the underlying payable amount remains in the ledger after any permitted, disclosed adjustment. You must remedy invalid recipient information through the Stripe-hosted flow. UplevelRE may delay or block a payout to comply with law, sanctions, tax, fraud/risk review, a dispute, provider requirements, or this Agreement.

9. Taxes

You are responsible for all taxes arising from your Program compensation except amounts UplevelRE or its provider is legally required to withhold or report. As part of Stripe-hosted onboarding you must certify your taxpayer information (the substance of IRS Form W-9 for U.S. persons) and keep it accurate. Payout readiness requires a valid certification; a payout is blocked while your tax status is incomplete, expired, or under review.

UplevelRE files and delivers required information returns (such as Form 1099-NEC for U.S. affiliates meeting the applicable reporting threshold) through Stripe's tax reporting service, using the thresholds, forms, and deadlines in force for the relevant tax year. Where backup withholding or another withholding obligation applies, it will be applied and remitted as required by law and recorded in your ledger.

Tax form types, reporting thresholds, withholding rates, state obligations, and deadlines vary by tax year and facts; they are determined from current law and provider configuration, not a figure printed in this Agreement. You must consult your own adviser; UplevelRE does not provide tax or legal advice.

10. Data and privacy

Each party must collect and use personal information lawfully, only for a legitimate permitted purpose, and protect it appropriately. You may use prospect information you obtained independently only with required notice and consent. Participation does not grant access to UplevelRE customer or workspace data.

Affiliate reporting is intentionally limited. You may receive an opaque referral identifier, event dates, coarse product category, status/reason, and financial amounts. You are not entitled to a referred person's name, email, phone, workspace, payment details, or other unnecessary customer information.

Payout and tax details are collected in the Stripe-hosted flow under Stripe's own terms and privacy practices. UplevelRE stores provider references, readiness state, and safe display metadata — not raw bank credentials or full tax identifiers. Privacy and retention follow the active policy and applicable law.

11. Intellectual property

UplevelRE retains all rights in its names, marks, software, content, and materials. You may use current approved brand assets solely for active Program promotion and according to brand guidance. You do not acquire ownership and must stop use when asked or when participation ends. You grant UplevelRE a limited right to review and retain compliance evidence of Program promotion.

You remain responsible for your content. Feedback about the Program may be used by UplevelRE without a payment obligation, but UplevelRE will not use your name, likeness, or endorsement in public marketing without separate permission.

12. Records, monitoring, and audit

Keep records reasonably sufficient to prove consent, disclosures, approved claims, traffic sources, and disputed referrals for the retention period in the active policy. On reasonable request, provide relevant records with unrelated personal information redacted.

UplevelRE may monitor links, public promotions, abnormal traffic, duplicate or self-referral signals, complaints, and provider risk outcomes. Monitoring does not transfer your compliance duties to UplevelRE. We may require training, correction, removal, or a pause while reviewing risk.

13. Suspension and termination

Either party may end participation on written notice. UplevelRE may suspend or terminate immediately for suspected fraud, sanctions/provider restriction, data/security risk, deceptive or unlawful promotion, material breach, harm to customers or the brand, or failure to remediate.

Suspension stops new qualifying activity and may hold unpaid amounts while the reason is investigated. Termination stops new earnings. Valid payable amounts earned before termination remain payable after applicable holds, minimums, reversals, taxes, and setoffs unless they arose from breach, fraud, or ineligible activity.

14. Program and agreement changes

UplevelRE may change or end the Program prospectively. Material changes use a new policy or terms version and notice. Where fresh acceptance is required, new earnings stop until acceptance; existing ledger entries retain their original snapshots. We do not apply a lower rule retroactively to an already recorded commission except through a reasoned reversal or correction permitted by its original terms.

15. Disclaimers

THE PROGRAM, LINKS, REPORTING, AND MATERIALS ARE PROVIDED “AS IS” AND “AS AVAILABLE” TO THE MAXIMUM EXTENT PERMITTED BY LAW, WITHOUT WARRANTIES OF ANY KIND, EXPRESS, IMPLIED, OR STATUTORY, INCLUDING MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE, AND NON-INFRINGEMENT. UPLEVELRE DOES NOT GUARANTEE TRAFFIC, CONVERSIONS, REVENUE, COMMISSIONS, PROGRAM AVAILABILITY, OR UNINTERRUPTED OR ERROR-FREE TRACKING. NOTHING IN THE PROGRAM IS LEGAL, TAX, FINANCIAL, OR BUSINESS ADVICE.

16. Limitation of liability

TO THE MAXIMUM EXTENT PERMITTED BY LAW, NEITHER PARTY IS LIABLE FOR INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, EXEMPLARY, OR PUNITIVE DAMAGES, OR FOR LOST PROFITS, REVENUE, GOODWILL, OR DATA, EVEN IF ADVISED OF THE POSSIBILITY. UPLEVELRE'S TOTAL AGGREGATE LIABILITY ARISING OUT OF OR RELATING TO THE PROGRAM OR THIS AGREEMENT IS LIMITED TO THE GREATER OF (A) THE COMMISSIONS PROPERLY PAYABLE TO YOU FOR THE TWELVE MONTHS BEFORE THE EVENT FIRST GIVING RISE TO THE CLAIM AND (B) ONE HUNDRED U.S. DOLLARS ($100).

THESE LIMITS DO NOT APPLY TO A PARTY'S FRAUD OR WILLFUL MISCONDUCT, YOUR INDEMNIFICATION OBLIGATIONS, YOUR BREACH OF SECTIONS 3, 4, OR 11, OR ANY LIABILITY THAT CANNOT BE LIMITED UNDER APPLICABLE LAW. PROPERLY EARNED AND PAYABLE COMMISSIONS ARE A PAYMENT OBLIGATION, NOT DAMAGES, AND ARE NOT REDUCED BY THIS SECTION.

17. Indemnification

You will defend, indemnify, and hold harmless UplevelRE and its officers, directors, employees, and agents from and against any third-party claim, investigation, loss, liability, damage, penalty, cost, and reasonable attorneys' fees arising out of or relating to: (a) your promotion, content, sites, messages, or data practices; (b) your breach of this Agreement or of law, including advertising, endorsement-disclosure, anti-spam, telemarketing, and privacy requirements; (c) your taxes, classification, personnel, or business operations; or (d) fraudulent, deceptive, or unauthorized conduct in connection with the Program. UplevelRE will give you prompt notice of a claim and may participate in the defense with its own counsel; you may not settle a claim that imposes obligations on UplevelRE without its written consent.

18. Governing law and dispute resolution

This Agreement is governed by the laws of the State of Washington, excluding its conflict-of-laws rules. The parties will first try in good faith to resolve any dispute through the Program's dispute process (Section 20) within 30 days of written notice.

Any dispute not resolved informally will be finally settled by binding individual arbitration administered by the American Arbitration Association under its Commercial Arbitration Rules. The seat is King County, Washington; hearings may be conducted remotely by videoconference. Judgment on the award may be entered in any court of competent jurisdiction. Either party may instead bring an individual claim in small-claims court, and either party may seek temporary equitable relief in the state or federal courts located in King County, Washington to protect intellectual property or confidential information pending arbitration; both parties consent to that venue and jurisdiction for such relief.

DISPUTES MUST BE BROUGHT ONLY IN AN INDIVIDUAL CAPACITY. NEITHER PARTY MAY PARTICIPATE IN A CLASS, COLLECTIVE, CONSOLIDATED, OR REPRESENTATIVE ACTION AGAINST THE OTHER RELATING TO THE PROGRAM, AND THE ARBITRATOR MAY NOT CONSOLIDATE CLAIMS OR PRESIDE OVER A REPRESENTATIVE PROCEEDING. IF THIS WAIVER IS FOUND UNENFORCEABLE FOR A CLAIM, THAT CLAIM MUST PROCEED IN COURT AND THE REMAINDER STAYS IN ARBITRATION. To the extent permitted by law, any claim must be filed within one year after it accrues.

19. General provisions

This Agreement, the policy version accepted with it, and the referenced program documents are the entire agreement about the Program and supersede prior discussions. You may not assign or transfer this Agreement without UplevelRE's written consent; UplevelRE may assign it to an affiliate or in connection with a merger, acquisition, or sale of assets. If a provision is unenforceable, it is modified to the minimum extent necessary and the remainder stays effective. A failure to enforce is not a waiver; waivers must be in writing. There are no third-party beneficiaries. Neither party is liable for delay or failure caused by events beyond its reasonable control, except for payment obligations already due. Sections concerning records, tax, privacy, intellectual property, reversals and repayment, disputes, disclaimers, liability, indemnification, and payment of earned amounts survive termination. Electronic acceptance recorded against a specific agreement version constitutes a signed writing.

20. Notices and support

Program notices may be sent to the Affiliate account email and displayed in the portal; they are effective when sent or displayed. You must keep that address current. Questions and disputes use the Affiliate portal or [email protected]. Legal notices to UplevelRE must be sent by email to [email protected] with the subject line “Legal notice — Affiliate Program” and are effective on the first business day after transmission without a delivery error.

Disclosure guidance sources

The disclosure baseline follows the FTC's current guidance that a material financial connection should be clear and conspicuous, close to the endorsement/link, and presented in the relevant media. Review these sources again at every annual policy review: