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Agreement

Client/Broker Agreement Form

NOTE: By law, this agreement must be signed by the Client before financing may be obtained for the Client. 

 

* Indicates required field.

Enter your email address. (Example: yourname@gmail.com)

THIS CLIENT/BROKER AGREEMENT (the “Agreement”) is made this (Effective Date)
Month
Day
Year

Enter today's date.

Enter the full legal name of your business entity, including suffix such as "LLC", "INC" or, etc.

Enter the name of the State where your business entity (i.e. LLC, corporation, or etc.) was incorporated, organized, or created.

Note: You MUST have an LLC, a Corporation, a Trust, or other business entity before your loan can close. We do not lend to individuals, DBA's, or Fictitious Names.


Don't have your LLC yet? 

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through our trusted affiliate linked below.

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RECITALS

   Client desires to obtain a private money real estate investment mortgage loan which will be secured by the Property(ies) (as defined below).

   SBC, subject to the terms herein, will provide private money brokering services to assist Client in obtaining and closing the desired private money real estate investment mortgage loan.


AGREEMENT

   NOW, THEREFORE, the parties hereto, each in consideration of the covenants and agreements of the other, in consideration of the services to be performed, and for good and other valuable consideration, the receipt and adequacy of which are hereby acknowledged, agree as follows:


1.  Services

   Client hereby contracts SBC to assist Client in obtaining a commitment for a private money real estate investment mortgage loan (the “Loan”) on either non-owner occupied residential property(ies) or a commercial property in the amount and terms acceptable to Client (“Loan Amount”) secured by the following property(ies) and or additional properties that the Client offers to SBC during period that this agreement remains in force (collectively, the “Property”):

List the street address (or parcel number) of each of the properties you are considering for a loan or with us (or as collateral), including the city, state, and zip.

2.  Best Efforts:

   SBC agrees to use reasonable commercial efforts to assist in securing the Loan; however, SBC does not guarantee the Loan can or will be obtained. Client agrees that SBC will not be liable to Client for any losses or damages whatsoever in the event a Loan is not secured.

 

3.  Disclosure of Service Fees and Points and Travel and Collections Fees:


   NO UP-FRONT FEES ARE REQUIRED.


  If Client secures a Loan as a direct or indirect result of SBC’s efforts, Client agrees to pay to SBC percentage points of the Loan amount (origination "Points") and a Service Fee (collectively (the"Fees") as indicated in Schedule 1 herein below.


Schedule 1: Service Fees and Origination Points:


Please note: The below fees are contingent upon successful loan closing and funding.

The Service Fee Includes the following:

  • Complete loan file packaging and preparation

  • Matching your deal with the most suitable private money lenders

  • Full underwriting coordination and lender communication

  • Thorough document review and organization

  • Closing coordination and transaction management

The Service Fee ensures your loan is professionally handled from application through funding.

The Origination Points represent our performance-based compensation for placing and successfully funding your private money loan. Unlike the fixed service fee, points are tied directly to the loan amount and reflect the overall value delivered in structuring a transaction that meets both the borrower’s needs and the lender's requirements.


(Loan Amount Range) = Service Fee + Origination Points

( $50,000 – $150,000 ) ................ $1,250 + 2.25 Points

( $150,001 – $500,000) ............... $1,495 + 2.00 Points

( $500,001 – $1,000,000 ) ............ $2,250 + 1.85 Points

( $1,000,001 – $3,000,000 ) ......... $3,250 + 1.75 Points

( $3,000,001 – $5,000,000 ) ......... $4,500 + 1.60 Points

( $5,000,001 – $10,000,000 ) ....... $5,500 + 1.25 Points

( $10,000,001 +) = Fees & Points Negotiated


(Agreement continues below the fold.)


SIGNATURE PAGE - CLIENT/BROKER AGREEMENT

Enter the name of your business entity. -- example: "ACME INVESTMENTS, LLC"

Enter your full legal name

(and the name of your spouse or partner (if any).

Example: "John Q. Public & Joan B. Public"

Enter your name (and spouse or partner(s) enter their name) into this box to sign this agreement.

Your company title (i.e. President, Manager, Senior Partner, etc.)

Example: 123 Main St, Midway, NE 56789

Example: (210) 555-6789

Electronic Signature Submission:
I/We do hereby endorse this agreement with my/our electronic signature(s) included herein above.

Click the circle above, then click Submit Form below.

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