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1. Parties: Identifies the loan broker and the principal company, including their complete legal names, registration details, and principal places of business
2. Background: Establishes the context of the agreement, including the broker's qualifications and the principal's business objectives
3. Definitions: Defines key terms used throughout the agreement, including technical and financial terms specific to loan brokering
4. Appointment and Scope of Services: Details the formal appointment of the broker and comprehensive description of authorized services
5. Broker's Obligations: Specifies the broker's duties, including client screening, documentation requirements, and compliance with regulations
6. Principal's Obligations: Outlines the principal's responsibilities, including providing necessary information and support to the broker
7. Licensing and Compliance: States requirements for maintaining necessary licenses and compliance with Philippine banking and financial regulations
8. Compensation and Payment Terms: Details the commission structure, payment timing, and calculation methods
9. Confidentiality: Addresses the handling of confidential information and trade secrets
10. Term and Termination: Specifies the agreement duration and conditions for termination
11. Representations and Warranties: Contains statements of fact and promises by both parties regarding their capacity and authority
12. Indemnification: Outlines mutual indemnification obligations and liability limitations
13. General Provisions: Includes standard clauses such as notices, amendments, governing law, and dispute resolution
1. Non-Compete: Restricts the broker from working with competing principals - include when exclusivity is required
2. Training and Support: Details any training or support provided by the principal - include when the principal offers specific systems or procedures
3. Marketing and Branding: Guidelines for using the principal's brand - include when the broker will represent the principal's brand
4. Performance Metrics: Specific performance targets and evaluation criteria - include when performance-based compensation is used
5. Data Protection: Specific provisions for handling personal data - include when dealing with retail clients
6. Insurance Requirements: Specific insurance coverage requirements - include when high-value transactions are involved
7. Territory Restrictions: Defines geographical limitations of the broker's authority - include when territory-specific rights are granted
1. Schedule A - Commission Structure: Detailed breakdown of commission rates, tiers, and calculation methods
2. Schedule B - Required Licenses and Certifications: List of specific licenses and certifications required for compliance
3. Schedule C - Approved Loan Products: Detailed description of loan products the broker is authorized to promote
4. Schedule D - Documentation Requirements: List of required documents for loan applications and verification processes
5. Schedule E - Compliance Checklist: Detailed compliance requirements and procedures
6. Appendix 1 - Standard Operating Procedures: Step-by-step procedures for loan processing and client interaction
7. Appendix 2 - Reporting Templates: Standard forms and templates for regular reporting requirements
Banking
Financial Services
Consumer Lending
Commercial Lending
Real Estate Finance
Microfinance
Insurance
Investment Services
Financial Technology
Mortgage Banking
Legal
Compliance
Risk Management
Finance
Operations
Business Development
Credit
Regulatory Affairs
Partnership Management
Corporate Governance
Chief Financial Officer
Compliance Officer
Legal Counsel
Risk Manager
Lending Operations Manager
Business Development Manager
Credit Risk Officer
Relationship Manager
Financial Controller
Branch Manager
Loan Officer
Corporate Secretary
Regulatory Affairs Manager
Operations Director
Channel Partnership Manager
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