Secure collaboration access for licensed professionals who refer or co-originate transactions with Tag Lending Group loan originators.
Annual billing includes one waived month (equivalent to 8.33% savings)!
$49.00539.00 /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.
Referral Collaboration Access
Description:
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.
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 refer mortgage opportunities to Tag Lending Group for review and origination.
Referred transactions are originated, processed, and underwritten exclusively by Tag Lending Group loan originators in accordance with company policy and applicable law.
Referring partners receive structured communication and view-only transaction visibility through the loan process.
Where permitted by applicable federal and state law, compensation for referred or co-originated transactions may be paid pursuant to separately executed referral, co-origination, or brokerage agreements.
A written agreement may be executed for each applicable transaction in accordance with company policy and regulatory requirements.
Compensation terms, including any percentage or basis point structure, are governed exclusively by those executed agreements and are not determined by participation in the Technology Access Plan.
Access under this plan is administrative and intended solely to support communication and transaction visibility.
Guidelines:
• View-only access does not provide authority to edit loan files or borrower information
• No underwriting, pricing, or operational control permissions
• Individual system accounts required (no shared credentials)
• Technology fee credits or waivers, if offered, are discretionary and non-transferable
Technology Access Plans are optional and provide licensed professionals access to company-approved technology platforms, CRM systems, communication tools, compliance infrastructure, cybersecurity protections, and operational integrations. Technology access fees are administrative infrastructure charges and are not assessed on a per-transaction basis. Participation in any Technology Access Plan and payment of associated subscription fees are not a condition of employment, engagement, commission structure, referral eligibility, transaction assignment, or borrower pricing. All system credentials are user-specific and confidential. Additional terms and conditions apply pursuant to executed referral, co-origination, brokerage, employment, or independent contractor agreements with Tag Lending Group, LLC.
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