United Wholesale Mortgage, LLC v. Madison Atrina LLC

CourtDistrict Court, E.D. Michigan
DecidedMarch 31, 2025
Docket2:23-cv-13176
StatusUnknown

This text of United Wholesale Mortgage, LLC v. Madison Atrina LLC (United Wholesale Mortgage, LLC v. Madison Atrina LLC) is published on Counsel Stack Legal Research, covering District Court, E.D. Michigan primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
United Wholesale Mortgage, LLC v. Madison Atrina LLC, (E.D. Mich. 2025).

Opinion

UNITED STATES DISTRICT COURT EASTERN DISTRICT OF MICHIGAN SOUTHERN DIVISION UNITED WHOLESALE MORTGAGE, LLC, Case No. 23-13176 Plaintiff, Honorable Laurie J. Michelson

v.

MADISON ATRENA LLC d/b/a DISTRICT LENDING,

Defendant.

OPINION AND ORDER DENYING DISTRICT LENDING’S MOTION TO DISMISS [19] In 2021, United Wholesale Mortgage, a wholesale mortgage lender, announced a new “initiative” to its mortgage broker partners, including District Lending: to continue working with us, you must stop working with two of our competitors, Rocket Mortgage and Fairway Mortgage. At the time of the announcement, UWM and District Lending had been working together for two years—and they continued working together without issue for another two years. But in January 2023, District Lending resumed submitting loans to Rocket and/or Fairway. So UWM sued District Lending for breach of contract. District Lending, however, takes the position that it never agreed to the amended terms—in effect, that UWM tried but failed to modify the parties’ original contract to add the Rocket/Fairway prohibition. So District Lending moved to dismiss UWM’s complaint under Federal Rule of Civil Procedure 12(b)(6). District Lending’s motion is fully briefed (ECF Nos. 21, 22) and does not require further argument, see E.D. Mich. LR 7.1(f). Because UWM plausibly alleges that District Lending agreed to the amended agreement, and later breached it by

submitting loans to prohibited lenders, the Court will deny District Lending’s motion to dismiss. I. To survive a Rule 12(b)(6) motion to dismiss, a complaint must contain “sufficient factual matter, accepted as true, to state a claim to relief that is plausible on its face.” Heinrich v. Waiting Angels Adoption Servs., Inc., 668 F.3d 393, 403 (6th Cir. 2012) (quoting Ashcroft v. Iqbal, 556 U.S. 662, 678 (2009)). “This standard does

not require ‘detailed factual allegations.’” HDC, LLC v. City of Ann Arbor, 675 F.3d 608, 614 (6th Cir. 2012). But “[f]actual allegations must be enough to raise a right to relief above the speculative level.” Bell Atl. Corp. v. Twombly, 550 U.S. 544, 555 (2007). In short, to avoid dismissal, the plaintiff’s well-pled factual allegations must “allow[] the court to draw the reasonable inference that the defendant is liable for the misconduct alleged.” Mattera v. Baffert, 100 F.4th 734, 739 (6th Cir. 2024) (alteration

in original) (quoting Iqbal, 556 U.S. at 679). Generally, whether a plaintiff has sufficiently pled its claims depends on the factual allegations within the four corners of the plaintiff’s complaint. See Caraway v. Corecivic of Tenn., LLC, 98 F.4th 679, 687–88 (6th Cir. 2024); Fed. R. Civ. P. 12(d). But exhibits attached to a complaint may be considered on a motion to dismiss when they are referenced in the complaint and central to the plaintiff’s claims. See Bassett v. NCAA, 528 F.3d 426, 430 (6th Cir. 2008). UWM’s complaint attaches the relevant contracts (ECF Nos. 17-1, 17-2), and their centrality to UWM’s breach of contract claim goes without saying. So the Court considers them in evaluating District

Lending’s motion. Now for those facts as alleged in the operative complaint. II. When shopping for a mortgage, homebuyers have two basic options: go directly to a retail mortgage lending institution (like a bank) and apply for a loan, or hire an intermediary (like a mortgage broker) to compare wholesale lender and loan options on the borrowers’ behalf. (See ECF No. 17, PageID.93.) In other words, there are two

main channels for residential mortgage loans—retail, where there is direct borrower and lender communication, and wholesale, where brokers match borrowers’ needs with lenders’ offerings. (See id.) United Wholesale Mortgage, as its name suggests, is a wholesale mortgage lender. District Lending is a mortgage broker. In March 2019, UWM and District Lending entered UWM’s standard Wholesale Broker Agreement. (ECF No. 17-1.)

UWM agreed to underwrite mortgages for District Lending’s qualifying clients, compensate District Lending for each loan closed, and provide “training, marketing and/or information services . . . in furtherance of [District Lending’s] business.” (ECF No. 17-1, PageID.105–106; see ECF No. 17, PageID.93–94.) In return, District Lending agreed to advise its clients about UWM’s loan products and to only submit mortgage loan applications to UWM that met UWM’s conditions and requirements. (ECF No. 17, PageID.93–94; ECF No. 17-1, PageID.106.) Relevant here, the Wholesale Broker Agreement specified two ways the

parties’ contract could be modified. First, Section 7.01, “Amendment of Agreement,” stated: “Except as set forth on Section 7.08, this Agreement may not be amended except in writing executed by authorized representatives of both Broker and UWM.” (ECF No. 17-1, PageID.111.) Second, Section 7.08 provided that “[t]his Agreement, and UWM’s policies, procedures, requirements and instructions concerning Mortgage Loan Applications and Mortgage Loans, . . . may be amended by UWM from time to time” and that “Broker agrees that the submission of any Mortgage Loan Applications

or Mortgage Loans to UWM after such amendment shall be Broker’s agreement to the amendment without further signature or consent of any kind.” (Id.) The Wholesale Broker Agreement governed the parties’ relationship for about two years. Then, in March 2021, UWM announced what it calls its “All-In Initiative” (ECF No. 17, PageID.96), or, as District Lending refers to it, “the Ultimatum” (ECF No. 19, PageID.172). If brokers wanted to continue working with UWM, they would

have to stop working with two of its competitors, Rocket Mortgage and Fairway Independent Mortgage. (ECF No. 17, PageID.96.) Unlike UWM, which operates exclusively in the wholesale mortgage channel, Rocket and Fairway operate in both the retail and wholesale channels. (Id. at PageID.93, 96–97.) UWM believes their business model “negatively impacts consumers, brokers, and the wholesale mortgage channel in general.” (Id. at PageID.97.) So UWM “decided to end its business relationships with Broker Partners who chose to continue originating loans with [Rocket or Fairway] . . . knowing that it could result in ending relationships with some existing Broker Partners but believing that it was necessary to protect the long-

term viability of the wholesale mortgage channel.” (Id. at PageID.96–97.) UWM followed its announcement with an Amended Wholesale Broker Agreement (ECF No. 17-2). It had two new provisions—a provision prohibiting brokers from submitting loans to Rocket and Fairway (Section 3.03(x)) and a liquidated damages clause for breaches of that prohibition (Section 7.30). Specifically, Section 3.03(x) stated that “Broker will not submit a mortgage loan or mortgage loan application to Rocket Mortgage or Fairway Independent Mortgage for review,

underwriting, purchase, and/or funding.” (Id. at PageID.123.) And Section 7.30, “Liquidated Damages,” directed that “in the event of a violation of Section 3.03(x), Broker shall immediately pay” UWM the greater of $5,000 per loan closed with Rocket or Fairway or $50,000. (Id. at PageID.133.) The rest of the amended agreement was identical to the prior Wholesale Broker Agreement. (Compare ECF No.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

United States v. Cook
257 U.S. 523 (Supreme Court, 1922)
Bell Atlantic Corp. v. Twombly
550 U.S. 544 (Supreme Court, 2007)
Ashcroft v. Iqbal
556 U.S. 662 (Supreme Court, 2009)
Roberto Romero v. Irina Buhimschi
396 F. App'x 224 (Sixth Circuit, 2010)
Heinrich v. Waiting Angels Adoption Services, Inc.
668 F.3d 393 (Sixth Circuit, 2012)
HDC, LLC v. City of Ann Arbor
675 F.3d 608 (Sixth Circuit, 2012)
Power-Tek Solutions Services, LLC v. Techlink, Inc.
403 F.3d 353 (Sixth Circuit, 2005)
Rory v. Continental Insurance
703 N.W.2d 23 (Michigan Supreme Court, 2005)
Wilkie v. Auto-Owners Insurance
664 N.W.2d 776 (Michigan Supreme Court, 2003)
General Motors Corp. v. Department of Treasury
644 N.W.2d 734 (Michigan Supreme Court, 2002)
Universal Underwriters Insurance v. Kneeland
628 N.W.2d 491 (Michigan Supreme Court, 2001)
Adell Broadcasting Corp. v. Apex Media Sales, Inc.
708 N.W.2d 778 (Michigan Court of Appeals, 2006)
Bassett v. National Collegiate Athletic Ass'n
528 F.3d 426 (Sixth Circuit, 2008)
Grand Trunk Western R. Co. v. HW Nelson Co.
116 F.2d 823 (Sixth Circuit, 1941)
Port Huron Education Ass'n v. Port Huron Area School District
550 N.W.2d 228 (Michigan Supreme Court, 1996)
Yerkovich v. AAA
610 N.W.2d 542 (Michigan Supreme Court, 2000)
Miller-Davis Co. v. Ahrens Construction, Inc.
848 N.W.2d 95 (Michigan Supreme Court, 2014)
Tuscany Grove Association v. Peraino
875 N.W.2d 234 (Michigan Court of Appeals, 2015)
Reardon v. Kelly Services, Inc.
210 F. App'x 456 (Sixth Circuit, 2006)

Cite This Page — Counsel Stack

Bluebook (online)
United Wholesale Mortgage, LLC v. Madison Atrina LLC, Counsel Stack Legal Research, https://law.counselstack.com/opinion/united-wholesale-mortgage-llc-v-madison-atrina-llc-mied-2025.