Processor Technology & Operational Access Plans Processor Technology & Operational Access Plans (System + Infrastructure)

 Access to Tag Lending Group’s internal processing systems, integrations, and operational tools designed to support active loan file management and coordination. 

Technology Fee Credit & Discretionary Waiver Policy

(Technology fee credits or waivers are limited to one waived month per calendar quarter, not to exceed four waived months per calendar year.Credits and waivers apply prospectively only. Unused credits do not roll over and will not be applied retroactively, regardless of production volume, system utilization, or loan activity.All technology fee credits and waivers are granted at the sole discretion of Tag Lending Group, are non-transferable, and may be modified or discontinued at any time. Participation in the Technology Access Plan and any associated credit or waiver does not alter loan-level compensation, borrower pricing, employment classification, independent contractor status, or any existing contractual agreement.)

Annual billing includes one waived month (equivalent to 8.33% savings)!

Standard Processor / LOA

Limited / Assistant Access

$99.001,089.00 /Month /Year

 Designed for assistant processors and LOA support roles working under supervision. Includes limited system access for coordination and documentation support. 

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Processor Pro

Full Operational Access

$199.002,189.00 /Month /Year

 Designed for contract or in-house processors managing active loan pipelines. Includes full operational system access, secure document workflows, and independent file management capabilities. 

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Standard Processor / LOA

Processor Pro

Description:
Designed for assistant processors and support-level roles working under supervision. Includes limited system visibility and operational access for file coordination and documentation support.
Description:
Designed for independent or contract processors managing active loan pipelines. Includes full operational system access and independent file management capability.
Best for processors responsible for active files and pipeline management.

Plan upgrades or downgrades are permitted once per calendar quarter and take effect at the start of the next billing cycle. Technology fee credits, waivers, and plan changes are subject to policy terms. VIEW FULL POLICY

Technology & Infrastructure
Company Email & Security (Microsoft 365 / Outlook)
Company-managed Outlook email account with enterprise security, compliance protection, and centralized IT management.
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Company Outlook Email + Security
CRM, CMS, Sales & Marketing Automation Platform (HubSpot Enterprise)
Access to HubSpot Enterprise CRM for pipeline tracking, borrower communication, automated workflows, and document management across the loan lifecycle.
CRM Sales Seat + Automation + AI
CRM Sales Seat + Automation + AI
Loan Origination System (Arive)
Secure access to the Arive Loan Origination System through Tag Lending Group’s Operations Account, which is shared among multiple approved processing partners for managing loan files, document uploads, borrower data, and file progression from application through submission. Processors who prefer to operate under their own independent Arive account may purchase a separate Arive processor license directly through their company, typically ranging from $49–$99 per month, depending on the selected plan.
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Operations Seat Access
Secure Document Management (AI Box Integration)
FedRAMP and HIPAA compliant secure document storage and collaboration powered by Box, including Box AI for automated document reading, organization, and workflow support. Box Connect is a licensed seat within HubSpot that links Box folders and documents directly to Deals for fast access, consistent folder mapping, and streamlined file review.

AI Document Reading and Folder Mapping tools are included within the support technology stack to help processors review documents more efficiently and maintain consistent file organization across loan files.
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AI Document Reading + Folder Mapping
E-Signature & Secure Document Signing inside Hubspot (Box Sign)
Secure digital signature capability allowing borrowers and partners to sign documents electronically with full audit tracking. Box Sign is integrated directly within HubSpot and the Box document management system, enabling seamless document execution and storage within the loan file.
Processors using the Arive platform also have access to Arive’s integrated e-signature capability, meaning a separate DocuSign subscription is typically not required. However, processors who prefer to maintain their own DocuSign account may continue using it independently if desired.
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Integrated Digital Signing
Business Phone System (RingCentral)
Cloud-based business phone system with calling, SMS, voicemail, and call routing, with optional call recording and CRM logging for compliant, trackable borrower communication.
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Business Phone Seat
Slack
Internal messaging platform used for real-time collaboration, processor updates, loan alerts, and communication with loan officers and operations staff.
Processors who are not full Slack members will be provided limited access and placed only within their designated company channel for communication related to their assigned files and team coordination.
Guest Seat
Member Seat

Processing Access & Subscription Guidelines
Processing Access Guidelines
Access levels are aligned with operational responsibility and system licensing requirements.
Support-Level Access Only
Full Operational Processing
Production-Based Subscription Waiver
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Close 5+ files in a calendar month and your next month’s subscription is waived.

Technology Access Plan Terms & Compliance Notice

Technology Access Plans are administrative infrastructure subscriptions that provide access to company-approved technology systems and operational tools. These subscriptions are not transaction-based compensation and are not tied to mortgage referrals, loan volume, loan terms, or compensation structures.

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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