Annual billing includes one waived month (equivalent to 8.33% savings)!
$49.99549.89 /Month /Year
Designed for licensed real estate professionals and referral partners who refer transactions to Tag Lending Group. Includes secure, view-only CRM visibility and structured communication throughout the transaction lifecycle. This subscription does not create, guarantee, or change referral compensation.
Agent Collaboration Access
Description:
Access to Tag Lending Group’s technology infrastructure including CRM visibility, milestone notifications, communication tools, and compliance workflow integration for licensed professionals collaborating on mortgage transactions.
This subscription provides administrative technology access only and does not provide compensation, referral rights, or transaction-based payments.
Viewer Seat
View-only access to referral records and transaction status updates in HubSpot. No editing rights, underwriting authority, pricing access, or marketing deployment privileges.
Licensed real estate professionals and loan originators may submit mortgage opportunities to Tag Lending Group for review and origination. Mortgage transactions are originated, processed, and underwritten exclusively by licensed Tag Lending Group loan originators in accordance with company policy and applicable law.
Participating partners may receive structured communication and view-only transaction visibility throughout the loan process.
Where permitted by applicable federal and state law, compensation for mortgage loan origination services may be paid pursuant to separately executed written agreements governing loan origination participation or co-origination structures.
A written agreement may be executed for applicable transactions in accordance with Company policy and regulatory requirements.
Compensation terms, including any percentage or basis point structure, are governed exclusively by separately executed agreements and are not determined by participation in the Technology Access Plan.
Access provided under this Technology Access Plan is administrative in nature and is intended solely to support communication, collaboration, and transaction visibility between licensed professionals and Tag Lending Group loan originators.
Guidelines:
• View-only access does not provide authority to edit loan files or borrower information
• Access does not grant underwriting authority, pricing authority, or operational control over mortgage transactions.
• Individual system accounts are required for each authorized user; shared credentials are prohibited.
• Technology fee credits or waivers, if offered, are discretionary, non-transferable, and do not affect compensation eligibility.
Technology Access Plans are optional administrative subscriptions that provide licensed professionals access to company-approved technology platforms, CRM systems, communication tools, compliance infrastructure, cybersecurity protections, and operational integrations used to support mortgage transaction collaboration.Technology access fees represent charges for technology infrastructure and are not assessed on a per-transaction basis.Participation in a Technology Access Plan and payment of associated subscription fees are not a condition of referring business, submitting mortgage opportunities, receiving loan assignments, determining compensation eligibility, influencing loan pricing, or participating in mortgage transactions with Tag Lending Group.All system credentials are user-specific and confidential. Participation in the Technology Access Plan does not grant underwriting authority, pricing authority, or operational control over mortgage transactions.All services provided through the Technology Access Plan represent bona fide technology and infrastructure services provided at fair market value and are intended to comply with RESPA Section 8(c)(2), the Loan Originator Compensation Rule (12 CFR §1026.36), and applicable federal and state law.Additional terms and conditions may apply pursuant to executed co-origination, brokerage, employment, or independent contractor agreements with Tag Lending Group, LLC.
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