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

$49.00539.00 /Month /Year

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

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. 

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.

Technology & Infrastructure

Company Email + Security
-
CRM Access & Marketing Automation (HubSpot)
Viewer Seat
Sales Seat
Loan Origination System (Arive)
Secure Document Management (Box Integration)
Use Box Inside HubSpot
-
E-Signature & Secure Document Signing inside Hubspot (Box Sign)
Sending Auto-populated document for signature directly inside HubSpot
-
Business Phone System (RingCentral)
Calling, Texting, Fax
-
Slack
Guest Seat
Member Seat

Processing Access & Subscription Guidelines

Processing Access Guidelines
Access levels are aligned with operational responsibility and system licensing requirements.
Limited to support-level functions and does not include independent file control.
Includes full operational visibility and independent file management capability.
Production-Based Subscription Waiver
-
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 and are not transaction-based compensation.

Technology Access Plans are optional and provide licensed processing 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-loan basis.Participation in any Technology Access Plan and payment of associated subscription fees are not a condition of employment, engagement, compensation structure, file assignment, or operational responsibility. Plan selection is based solely on anticipated system usage and role alignment.Each processing professional must maintain an individually assigned system account and active enrollment in the applicable Technology Access Plan tier. Technology access may not be shared, pooled, transferred, or utilized across multiple individuals.All system credentials are user-specific and confidential. Credential sharing or unauthorized system access constitutes a violation of company cybersecurity policy and may result in suspension or revocation of access.Technology fee credits or waivers, if offered, are discretionary, non-transferable, and granted prospectively only. Credits do not roll over, are not applied retroactively, and do not modify compensation agreements or employment classification.Additional terms and conditions apply pursuant to executed employment or independent contractor agreements with Tag Lending Group, LLC.

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