Mortgage Broker Referral Agreement Template for Saudi Arabia

1. Training and Support: Used when the receiving party will provide training to the broker's staff

2. Marketing Guidelines: Include when the broker will be permitted to use the receiving party's branding

3. Performance Targets: Optional section for minimum referral requirements and performance metrics

4. Dispute Resolution: Detailed arbitration or mediation procedures, if not covered in general provisions

5. Territory Restrictions: Include if the broker's referral rights are limited to specific geographic areas

6. Non-Compete Provisions: Used when restricting the broker from referring to other lenders

7. Insurance Requirements: Detailed insurance obligations if beyond standard requirements

1. Schedule 1 - Compensation Structure: Detailed breakdown of referral fees and payment calculations

2. Schedule 2 - Referral Procedures: Step-by-step process for making and processing referrals

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

4. Schedule 4 - Compliance Checklist: Regulatory compliance requirements and verification procedures

5. Schedule 5 - Approved Marketing Materials: Templates and guidelines for marketing communications

6. Appendix A - Contact Details: Key contact information for both parties

7. Appendix B - Shariah Compliance Certificate: Confirmation of agreement's compliance with Islamic principles