Loan Origination Agreement Template for Australia

1. White Label Arrangements: Required when the originator will be using the lender's branding or when co-branding is involved

2. Technology and Systems Integration: Needed when specific software or systems are required for loan origination processes

3. Training Requirements: Include when the lender requires specific training for the originator's staff

4. Marketing and Promotional Activities: Required when the originator will be involved in marketing the loan products

5. Audit Rights: Optional enhanced audit provisions beyond standard oversight

6. Business Continuity: Detailed business continuity requirements for critical service providers

7. Transition Services: Required for complex arrangements where detailed transition-out provisions are needed

1. Schedule 1 - Services Description: Detailed description of loan origination services and processes

2. Schedule 2 - Fee Schedule: Detailed breakdown of fees, commissions, and payment calculations

3. Schedule 3 - Service Levels: Specific performance metrics and service level requirements

4. Schedule 4 - Compliance Requirements: Detailed compliance obligations and procedures

5. Schedule 5 - Required Reports: List and format of required reporting

6. Schedule 6 - Data Security Standards: Specific requirements for data protection and security

7. Appendix A - Document Checklist: Standard checklist of required documentation for loan applications

8. Appendix B - Forms and Templates: Standard forms and templates to be used in the loan origination process