1. Training and Support: Include when referrer's staff requires training on lender's products or systems

2. Marketing and Branding: Include when parties agree to specific marketing arrangements or brand usage

3. Service Levels: Include when specific performance metrics or response times are required

4. Audit Rights: Include when lender requires right to audit referrer's compliance and processes

5. Non-Compete: Include when parties agree to exclusivity or territorial restrictions

6. Insurance Requirements: Include when specific insurance coverage is required for the referrer

7. Dispute Resolution: Include when parties want specific dispute resolution procedures beyond court jurisdiction

1. Schedule 1 - Fee Schedule: Detailed breakdown of referral fees, commission structures, and payment calculations

2. Schedule 2 - Referral Procedures: Step-by-step process flow, forms, and documentation requirements

3. Schedule 3 - Compliance Requirements: Specific regulatory requirements, scripts, and compliance procedures

4. Schedule 4 - Approved Marketing Materials: List of approved marketing materials and usage guidelines

5. Appendix A - Data Protection Requirements: Detailed data handling procedures and privacy protection measures

6. Appendix B - Contact Details: Key contact persons and escalation matrix for both parties