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1. Marketing and Branding: Guidelines for using the lender's brand and marketing materials - include if the referrer will conduct marketing activities

2. Training Requirements: Specifies required training for referrer's staff - include if the lender requires specific training

3. Performance Metrics: Defines performance standards and targets - include if there are specific performance requirements

4. Audit Rights: Grants the lender rights to audit the referrer's activities - include for larger-scale arrangements

5. Insurance Requirements: Specifies required insurance coverage - include if professional liability insurance is required

6. Territory Restrictions: Defines geographical limitations - include if the referrer's territory is restricted

7. Non-Competition: Restricts the referrer from working with competitors - include if exclusivity is required

8. Service Level Requirements: Defines response times and service standards - include for more formal arrangements

1. Schedule A - Compensation Structure: Detailed breakdown of referral fees, bonus structures, and payment calculations

2. Schedule B - Referral Criteria: Specific criteria for acceptable referrals and minimum customer requirements

3. Schedule C - Required Documentation: List of documents and information required for each referral

4. Schedule D - Compliance Checklist: Detailed compliance requirements and procedures

5. Schedule E - Approved Marketing Materials: Templates and guidelines for marketing and communication materials

6. Appendix 1 - Referral Form Template: Standard form for submitting referrals

7. Appendix 2 - Privacy Policy: Detailed privacy and data protection procedures

8. Appendix 3 - Service Level Standards: Detailed service requirements and metrics if applicable