Loan Officer Independent Contractor Agreement Template for Canada

1. Non-Compete: Restricts contractor from competing activities - include only if legally enforceable in the jurisdiction

2. Training Requirements: Specifies mandatory training programs - include if company requires specific certifications

3. Performance Metrics: Establishes performance standards and review process - include for performance-based arrangements

4. Territory Assignment: Defines geographic or client territory - include if territory restrictions apply

5. Equipment and Resources: Details provided tools and resources - include if company provides specific equipment

6. Dispute Resolution: Specifies mediation or arbitration procedures - include if alternative dispute resolution is preferred

7. Data Protection: Additional privacy and data handling requirements - include if handling sensitive data

8. Remote Work Provisions: Specifies remote work policies - include if allowing remote work arrangements

1. Schedule A - Commission Structure: Detailed breakdown of commission rates, tiers, and calculation methods

2. Schedule B - Compliance Procedures: Specific compliance requirements and procedures to be followed

3. Schedule C - Approved Loan Products: List of loan products the contractor is authorized to offer

4. Schedule D - Required Licenses: List of required licenses and certifications

5. Schedule E - Technology Systems: Details of software, systems, and technology requirements

6. Appendix 1 - Code of Conduct: Company's code of conduct and ethical requirements

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

8. Appendix 3 - Marketing Guidelines: Approved marketing practices and materials usage guidelines