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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