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1. Marketing and Promotion: Terms governing promotional activities by the referrer, used when referrer will actively market the lender's services

2. Training: Requirements for training referrer's staff, included when complex products are involved

3. Non-Compete: Restrictions on working with competing lenders, used in exclusive arrangements

4. Service Levels: Specific performance metrics and standards, included for high-volume referral relationships

5. Audit Rights: Lender's rights to audit referrer's activities, included for regulatory-sensitive arrangements

6. Insurance: Specific insurance requirements, included for high-risk referral activities

1. Schedule 1 - Referral Fee Structure: Detailed breakdown of fee calculations and payment terms

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

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

4. Schedule 4 - Required Documentation: List of documents needed for referrals

5. Appendix A - Referral Forms: Standard forms used in the referral process

6. Appendix B - Report Templates: Templates for required periodic reporting