1. Non-Compete: Restrictions on broker's ability to work with competing lenders - include when exclusivity is required

2. Referral Network: Terms for sub-broker or referral partner arrangements - include when broker has a referral network

3. Performance Targets: Specific loan volume or revenue targets - include when commission rates are tied to performance

4. Training and Support: Lender's commitment to provide training - include when significant product complexity exists

5. Audit Rights: Lender's right to audit broker's records - include for high-volume relationships

6. Insurance Requirements: Specific insurance coverage requirements - include when handling significant loan volumes

7. Marketing Guidelines: Rules for marketing lender's products - include when broker conducts marketing activities

8. Dispute Resolution: Specific procedures for resolving disputes - include for high-value relationships

1. Schedule A - Commission Rates: Detailed breakdown of commission rates for different loan products and volumes

2. Schedule B - Loan Products: List and description of loan products covered by the agreement

3. Schedule C - Commission Calculation Examples: Examples showing how commissions are calculated in various scenarios

4. Schedule D - Required Documentation: List of required documentation for loan applications

5. Schedule E - Compliance Checklist: Regulatory compliance requirements and procedures

6. Appendix 1 - Reporting Templates: Standard templates for commission reports and reconciliations

7. Appendix 2 - Service Level Standards: Detailed performance metrics and service standards