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1. Non-Compete: Restrictions on the referrer's ability to work with other lenders - include when exclusivity is required

2. Marketing and Branding: Guidelines for using each party's branding - include when referrer will be actively marketing the lender's services

3. Training Requirements: Provisions for training referrer's staff - include when complex products are involved

4. Dispute Resolution: Specific arbitration or mediation procedures - include when parties prefer alternative dispute resolution

5. Force Majeure: Provisions for unforeseen circumstances - include when long-term relationship is contemplated

6. Data Protection: Specific data handling requirements - include when sensitive personal data is involved

7. Insurance Requirements: Specific insurance obligations - include when high-value referrals are involved

1. Schedule 1 - Fee Structure: Detailed breakdown of referral fees, including calculation methods and examples

2. Schedule 2 - Referral Process Flow: Step-by-step process flow for referrals, including timelines and requirements

3. Schedule 3 - Required Information: List of mandatory information to be collected for each referral

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

5. Schedule 5 - Reporting Templates: Standard formats for periodic reporting and tracking

6. Appendix A - Contact Details: Key contact persons and escalation matrix for both parties

7. Appendix B - Document Checklist: List of required documents for loan processing