tiktok成人版

Mortgage Broker Referral Fee Agreement for the United States

Mortgage Broker Referral Fee Agreement Template for United States

A Mortgage Broker Referral Fee Agreement is a legally binding document used in the United States that establishes the terms and conditions under which one mortgage broker may refer clients to another broker or lender in exchange for a fee. The agreement must comply with federal regulations, particularly RESPA, and state-specific lending laws. It outlines the fee structure, payment terms, compliance requirements, and responsibilities of both parties while ensuring adherence to anti-kickback provisions.

Your data doesn't train Genie's AI

You keep IP ownership聽of your information

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Download a Standard Template

4.6 / 5
4.8 / 5
Access for free
OR

Alternatively: Run an advanced review of an existing
Mortgage Broker Referral Fee Agreement

Let tiktok成人版's market-leading legal AI identify missing terms, unusual language, compliance issues and more - in just seconds.

What is a Mortgage Broker Referral Fee Agreement?

The Mortgage Broker Referral Fee Agreement is essential for establishing compliant referral relationships in the U.S. mortgage industry. This document is typically used when licensed mortgage brokers wish to formalize arrangements for referring clients to other brokers or lenders while ensuring compliance with RESPA, state licensing requirements, and federal regulations. The agreement addresses key aspects such as fee calculations, payment timing, regulatory compliance, and disclosure requirements. It's particularly important in situations where brokers need to document their compliance with anti-kickback provisions and demonstrate that fees are earned through legitimate services.

What sections should be included in a Mortgage Broker Referral Fee Agreement?

1. Parties: Identification of the referring party and receiving party

2. Background: Context of the agreement and business relationship

3. Definitions: Key terms used throughout the agreement including regulatory references to RESPA, TILA, and state-specific terms

4. Referral Services: Scope and nature of referral services to be provided

5. Fee Structure: Details of referral fees and payment terms in compliance with RESPA requirements

6. Compliance Requirements: RESPA and regulatory compliance obligations, including prohibited practices and required disclosures

7. Term and Termination: Duration of agreement and termination provisions

8. Representations and Warranties: Legal assurances from both parties regarding licensing, compliance, and authority

What sections are optional to include in a Mortgage Broker Referral Fee Agreement?

1. Non-Exclusive Arrangement: Optional clause clarifying non-exclusive nature of the referral relationship

2. Marketing Restrictions: Optional provisions governing marketing and advertising of the referral relationship

3. Data Protection: Optional provisions for handling and protecting customer data and confidential information

What schedules should be included in a Mortgage Broker Referral Fee Agreement?

1. Fee Schedule: Detailed breakdown of referral fee calculations and payment structures

2. Compliance Checklist: List of regulatory requirements and compliance procedures under RESPA and state laws

3. Required Disclosures: Standard forms and disclosures required by federal and state regulations

4. Service Territory: Definition of geographic scope of referral arrangement and applicable jurisdictions

Authors

Alex Denne

Head of Growth (Open Source Law) @ tiktok成人版 | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Jurisdiction

United States

Document Type

Broker Agreement

Cost

Free to use
Clauses


























Industries

RESPA Section 8: Real Estate Settlement Procedures Act Section 8 prohibits kickbacks and unearned fees, regulates referral fees between settlement service providers, and sets limitations on fee-splitting arrangements

TILA: Truth in Lending Act requires disclosure of credit terms and costs in mortgage transactions

SAFE Act: Secure and Fair Enforcement for Mortgage Licensing Act establishes licensing requirements for mortgage loan originators

State Licensing Laws: Individual state-specific mortgage broker licensing requirements and regulations that must be complied with

State Real Estate Commission Regulations: State-specific rules and regulations governing real estate and mortgage broker activities

CFPB Regulation X: Consumer Financial Protection Bureau regulation that implements RESPA requirements

CFPB Regulation Z: Consumer Financial Protection Bureau regulation that implements TILA requirements

Anti-Kickback Regulations: Federal and state regulations limiting compensation for referrals and requiring actual services to be rendered for fees

AfBA Disclosures: Affiliated Business Arrangement disclosure requirements for relationships between settlement service providers

Fee Disclosure Requirements: Mandatory disclosures of all fees, commissions, and compensation arrangements in mortgage transactions

Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks, 聽Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination, 聽Severance Pay, Governing Law, Entire Agreemen

Find the exact document you need

Exclusive Contract With A Real Estate Agent

A U.S.-governed contract establishing an exclusive relationship between a property owner and real estate agent, granting sole rights for property marketing and sale/lease.

find out more

Business Broker Engagement Agreement

A U.S.-governed agreement establishing terms between a business broker and seller for business sale services, including scope, compensation, and obligations.

find out more

Business Broker Agreement

A U.S.-governed agreement establishing terms between a business broker and business owner for the sale of a business, including commission structure and service terms.

find out more

Buyer Tenant Representation Agreement

A U.S.-governed agreement establishing an exclusive relationship between a real estate broker and a client seeking to lease or purchase property, outlining representation terms and obligations.

find out more

Buyer Broker Commission Agreement

A U.S. real estate contract establishing terms and commission structure for a broker's representation of a property buyer.

find out more

Buyer Agent Commission Agreement

A U.S. real estate contract establishing the terms of representation and commission structure between a property buyer and their real estate agent.

find out more

Business Broker Listing Agreement

A U.S.-governed agreement establishing the terms under which a business broker represents a business owner in selling their business, including scope of services, compensation, and obligations.

find out more

Co Broker Agreement

A U.S.-governed agreement between two brokerage firms establishing terms for business cooperation and commission sharing arrangements.

find out more

Buyer Broker Exclusive Agreement

A U.S. real estate contract establishing an exclusive relationship between a property buyer and broker, defining services, compensation, and mutual obligations.

find out more

Buyer Broker Agreement

A U.S.-governed agreement establishing the terms and conditions between a real estate broker and property buyer for property search and acquisition services.

find out more

Wholesale Broker Agreement

A U.S.-governed agreement establishing the relationship between a principal company and a wholesale broker for product/service distribution.

find out more

Transaction Broker Agreement

A U.S. legal agreement establishing a neutral intermediary relationship between a real estate broker and client(s) for property transactions.

find out more

Tenant Broker Agreement

A U.S. legal agreement establishing representation of a tenant by a real estate broker in property leasing matters.

find out more

Split Commission Agreement

A U.S.-governed agreement defining how commissions are shared between multiple parties in a business transaction.

find out more

Seller Listing Agreement

A U.S. legal agreement between a property owner and real estate broker authorizing the marketing and sale of property under specified terms.

find out more

Seller Broker Commission Agreement

A U.S. legal agreement establishing commission terms between a property seller and their real estate broker.

find out more

Seller Agency Agreement

A U.S. legal agreement establishing the terms and conditions under which a real estate agent represents a property seller.

find out more

Sales Broker Agreement

A U.S.-governed contract defining the terms between a company and its sales broker, including commission structures and performance requirements.

find out more

Residential Listing Agreement Compensation To Broker

A U.S. legal agreement defining broker compensation terms for residential property listings.

find out more

Rental Broker Fee Agreement

A U.S. legal agreement establishing terms between rental brokers and clients for property rental services.

find out more

Rental Broker Agreement

A U.S.-governed agreement between property owners and real estate brokers defining the terms and conditions for rental property services.

find out more

Registration Agreement Between Brokers

A U.S. real estate contract establishing cooperation terms and commission arrangements between licensed brokers.

find out more

Registration Agreement Between Broker And Owner

A U.S. real estate contract establishing terms between a broker and property owner for the marketing and potential sale/lease of property.

find out more

Referral Agreement Between Brokers

A U.S.-compliant agreement establishing terms for client referrals between licensed real estate brokers, including commission arrangements and regulatory compliance.

find out more

Real Estate Brokerage Operating Agreement

A U.S.-compliant legal framework establishing the structure and operations of a real estate brokerage firm.

find out more

Real Estate Broker Referral Agreement

A U.S.-governed agreement establishing terms for client referrals between licensed real estate brokers, including fee arrangements and compliance requirements.

find out more

Real Estate Broker Of Record Agreement

A U.S. legal agreement establishing an official relationship between a real estate broker and client for property transactions and representations.

find out more

Real Estate Broker Independent Contractor Agreement

A U.S. legal agreement defining the relationship between a real estate brokerage and an independent contractor agent, including terms of engagement and compensation.

find out more

Real Estate Broker Fee Agreement

A U.S.-governed agreement establishing the terms and compensation structure between a real estate broker and property owner.

find out more

Real Estate Broker Employment Agreement

A U.S.-compliant agreement establishing the terms of engagement between a real estate broker and property owner, including services, compensation, and agency relationship.

find out more

Real Estate Broker Confidentiality Agreement

A U.S. legal agreement protecting confidential information shared between property owners and real estate brokers during property transactions.

find out more

Real Estate Broker Commission Agreement

A U.S. legal agreement defining commission terms between real estate brokers and property owners/sellers.

find out more

Real Estate Broker Agreement

A U.S.-compliant agreement establishing the terms between a property owner and real estate broker for property marketing and sale services.

find out more

Real Estate Broker Agent Commission Split Agreement

A U.S.-compliant agreement defining commission split arrangements between real estate brokers and their agents.

find out more

Real Estate Agent Retainer Agreement

A U.S.-compliant agreement establishing the terms of representation between a real estate agent and client, including services and compensation.

find out more

Real Estate Agent Rental Agreement

A U.S.-governed agreement between property owners and real estate agents for rental property marketing and management services.

find out more

Real Estate Agent Referral Agreement

A U.S.-compliant agreement establishing terms for client referrals between licensed real estate professionals, including fee structures and responsibilities.

find out more

Real Estate Agent Listing Agreement

A U.S.-governed contract between property owners and real estate agents establishing exclusive rights to market and sell property.

find out more

Real Estate Agent Independent Contractor Agreement

A U.S. legal agreement establishing an independent contractor relationship between a real estate brokerage and licensed agent.

find out more

Real Estate Agent Commission Split Agreement

A U.S. legal agreement defining commission split arrangements between real estate brokers and agents.

find out more
See more related templates

骋别苍颈别鈥檚 Security Promise

Genie is the safest place to draft. Here鈥檚 how we prioritise your privacy and security.

Your documents are private:

We do not train on your data; 骋别苍颈别鈥檚 AI improves independently

All data stored on Genie is private to your organisation

Your documents are protected:

Your documents are protected by ultra-secure 256-bit encryption

We are ISO27001 certified, so your data is secure

Organizational security:

You retain IP ownership of your documents and their information

You have full control over your data and who gets to see it