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1. Non-Exclusivity: Clarifies that the arrangement is non-exclusive, allowing parties to work with other referral partners

2. Marketing and Branding: Include when parties need to specify terms for using each other's brands and marketing materials

3. Training Requirements: Add when the referrer's staff needs specific training on mortgage products or referral procedures

4. Performance Metrics: Include when setting specific referral targets or quality standards

5. Dispute Resolution: Add detailed alternative dispute resolution procedures when preferred over standard court proceedings

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

7. Data Protection Protocol: Add detailed data handling procedures when extensive personal information processing is involved

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

2. Schedule B - Referral Procedures Manual: Step-by-step guide for the referral process, including required forms and documentation

3. Schedule C - Compliance Requirements: Specific regulatory requirements and compliance procedures by jurisdiction

4. Schedule D - Approved Marketing Materials: Templates and guidelines for marketing and promotional materials

5. Appendix 1 - Required Documentation: List of documents required for valid referrals

6. Appendix 2 - Contact Information: Key contacts and escalation procedures for both parties