Disclaimer: All third-party service providers referenced by Tag Lending Group, LLC—including but not limited to contract processors, real estate professionals, title companies, insurance agencies, and inspection services—operate as fully independent businesses. These providers are not employees, affiliates, subsidiaries, or partners of Tag Lending Group, LLC. There is no ownership interest, financial relationship, or Affiliated Business Arrangement (ABA) in place. Referrals are provided strictly as a courtesy, and consumers are under no obligation to use any specific provider. All third-party services are disclosed in compliance with RESPA, TILA, the CFPB Loan Originator Compensation Rule, and all applicable federal and state laws.
The Corporate Processing Division is structured to support both in-house production and overflow processing from other channels (e.g., AIMS or External Sales Division), particularly when MLOs request to utilize company processors for cost efficiency, increased control, or loan complexity.Disclosure:Processors within the Corporate Processing Division are either W-2 employees or designated internal contract staff of Tag Lending Group, LLC. They are not affiliated with any outside processing company, nor are they independently compensated based on the loan amount, interest rate, or volume.Use of corporate processing services is at the discretion of the MLO or company leadership and is documented per loan file. All fees, if applicable, are clearly disclosed in the Loan Estimate (LE) and Closing Disclosure (CD) in accordance with TRID.Corporate processors do not engage in any activity that requires mortgage licensure unless individually licensed. All processing activities are conducted in compliance with:RESPA (12 CFR § 1024)Truth-in-Lending Act (TILA)SAFE ActCFPB Loan Originator Compensation RuleApplicable state-specific mortgage processing regulationsTag Lending Group retains full control over corporate processing workflows, communications, and compliance oversight to ensure file integrity and borrower protection.
Disclaimer: All third-party service providers referenced by Tag Lending Group, LLC—including but not limited to contract processors, real estate professionals, title companies, insurance agencies, and inspection services—operate as fully independent businesses. These providers are not employees, affiliates, subsidiaries, or partners of Tag Lending Group, LLC. There is no ownership interest, financial relationship, or Affiliated Business Arrangement (ABA) in place. Referrals are provided strictly as a courtesy, and consumers are under no obligation to use any specific provider. All third-party services are disclosed in compliance with RESPA, TILA, the CFPB Loan Originator Compensation Rule, and all applicable federal and state laws.
Disclaimer: All third-party service providers referenced by Tag Lending Group, LLC—including but not limited to contract processors, real estate professionals, title companies, insurance agencies, and inspection services—operate as fully independent businesses. These providers are not employees, affiliates, subsidiaries, or partners of Tag Lending Group, LLC. There is no ownership interest, financial relationship, or Affiliated Business Arrangement (ABA) in place. Referrals are provided strictly as a courtesy, and consumers are under no obligation to use any specific provider. All third-party services are disclosed in compliance with RESPA, TILA, the CFPB Loan Originator Compensation Rule, and all applicable federal and state laws.
AI Mortgage Solutions (AIMS Channel)Purpose & Regulatory DisclosurePurpose:The AI Mortgage Solutions (AIMS) Channel is an internal, company-managed origination platform operated under Tag Lending Group, LLC, a Non-Delegated Correspondent Lender. This channel is powered by corporate-generated leads from Tag’s marketing infrastructure, including its internal database, digital ad campaigns, SEO, and long-standing industry relationships. The AIMS Channel supports compliant, remote loan origination in all states where Tag Lending Group is currently licensed.The AIMS Channel also provides a structured pipeline for licensed W-2 Mortgage Loan Originators employed by Tag Lending Group to originate loans in their respective licensed states. Additional W-2 employees may assist with intake and administrative support, so long as they do not engage in activities that require licensure. All compensation structures are governed by the company’s Loan Originator Compensation Policy and are compliant with CFPB, TILA, and RESPA guidelines.Disclosure:All loans originated through the AIMS Channel are underwritten and funded by Tag Lending Group, LLC, using the company’s warehouse line and in Tag’s name. Loans are subsequently sold to investors after closing in accordance with our non-delegated correspondent lending model.To support operations, the AIMS Channel may utilize both internal staff and independent 1099 contractors for loan processing, fulfillment, and administrative services. These contractors operate under formal agreements and are not considered employees or affiliates of Tag Lending Group.There are no Affiliated Business Arrangements (ABAs) between Tag Lending Group and any third-party vendors unless expressly disclosed. All activities conducted through the AIMS Channel comply with applicable laws, including the Real Estate Settlement Procedures Act (RESPA), Truth-in-Lending Act (TILA), SAFE Act, CFPB Loan Originator Compensation Rule, and relevant state mortgage lending regulations.
External Sales Division (ESD)Purpose & Regulatory DisclosurePurpose:The External Sales Division (ESD) is a designated origination channel within Tag Lending Group, LLC, established to support independent Mortgage Loan Originators (MLOs) who are responsible for generating and managing their own book of business. These originators do not receive company-generated leads, and are instead responsible for cultivating client relationships, referral sources, and marketing through their own efforts.While independent in their sales activities, ESD MLOs originate loans under the Tag Lending Group license, utilizing the company’s loan origination platform, operational infrastructure, technology stack, and compliance resources. These tools include centralized systems such as Arive, Box, HubSpot, LOS integrations, and other internal workflows that ensure every file meets federal and state regulatory standards.ESD MLOs must be individually licensed in every state in which they originate loans, and all compensation is governed by Tag Lending Group’s Loan Originator Compensation Policy in accordance with CFPB regulations.Disclosure:All loans originated through the External Sales Division are processed, underwritten, and funded by Tag Lending Group, LLC using the company’s non-delegated correspondent lending model. Loans are closed in the name of Tag Lending Group and are sold to investors post-funding. ESD originators operate within this structure but are responsible for 100% of their lead generation.To support origination, Tag Lending Group may provide operational support via internal employees and independent 1099 contractors for processing, fulfillment, and administrative assistance. These contractors operate under written agreements and are not employees or affiliates of any individual MLO or branch.There are no Affiliated Business Arrangements (ABAs) in place unless expressly disclosed. Tag Lending Group, LLC complies fully with the Real Estate Settlement Procedures Act (RESPA), Truth-in-Lending Act (TILA), SAFE Act, the CFPB Loan Originator Compensation Rule, and all applicable state-level licensing and compliance requirements.
Marketing & Technology DivisionPurpose & Regulatory DisclosurePurpose:The Marketing & Technology Division of Tag Lending Group, LLC exists to support the operational efficiency, digital infrastructure, and growth enablement of the company and its licensed Mortgage Loan Originators (MLOs). This division does not originate loans or interact with borrowers in a licensed capacity. Instead, it provides backend support, automation solutions, and marketing enablement tools across the company’s licensed footprint.Services provided include:CRM management and optimization (HubSpot Certified Partner)Website management and SEO integrationLead generation funnel setup (compliant with RESPA and TCPA)Digital document workflows (Box, Arive, LOS integrations)Marketing asset creation (emails, landing pages, automation sequences)Tech onboarding, troubleshooting, and user supportInternal compliance branding for MLOs and teamsAccounting and administrative support for originator business needsThe division ensures that all marketing campaigns, automations, and client engagement flows are compliant, centralized, and audit-ready, aligning with federal marketing and advertising standards.Disclosure:The Marketing & Technology Division is a non-originating, internal service division of Tag Lending Group, LLC. It does not interact with borrowers regarding loan terms, credit decisions, or mortgage product recommendations. The division operates solely in a support and advisory capacity for licensed MLOs, administrative staff, and operational leadership.All marketing content and technology workflows are reviewed for compliance with applicable laws, including:RESPA Section 8 (anti-kickback & referral restrictions)TILA and MAP Rule (advertising standards)CFPB Loan Originator Compensation RuleCAN-SPAM Act and TCPA (for email/SMS campaigns)Gramm-Leach-Bliley Act (GLBA) for secure data handlingThe Marketing & Technology Division may include contracted specialists, W-2 support staff, and certified consultants, all of whom operate under written agreements and do not receive compensation tied to loan terms, referrals, or closing volumes.
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