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Loan Consultant Fee Agreement
"Need a Loan Consultant Fee Agreement for my financial advisory firm based in California, focusing on mortgage consultation services with a success-based fee structure and strict confidentiality provisions, to be implemented by March 2025."
Your data doesn't train Genie's AI
You keep IP ownership of your information
1. Parties: Identifies the loan consultant and client, including full legal names and addresses
2. Background: Context of the agreement and brief description of the services to be provided
3. Definitions: Key terms used throughout the agreement
4. Scope of Services: Detailed description of consulting services to be provided
5. Fee Structure: Detailed breakdown of fees, payment terms, and conditions
6. Term and Termination: Duration of agreement and conditions for termination
7. Representations and Warranties: Legal statements about qualifications, licenses, and compliance
8. Confidentiality: Protection of sensitive information shared during engagement
1. Non-Compete: Restrictions on competitive activities when protecting business interests from competition
2. Insurance: Requirements for professional liability insurance when dealing with high-value transactions
3. Referral Arrangements: Terms for referral relationships and network provisions
1. Fee Schedule: Detailed breakdown of all applicable fees and charges
2. Service Level Agreement: Specific performance metrics and service standards
3. Required Disclosures: State and federal required disclosures and notices
4. License Documentation: Copies of relevant licenses and certifications
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