The Connective Policy Manual defines your obligations as disclosed in your Connective Full Member Agreement.
The Policy Manual details the following areas:
Loan Origination – I want to lodge a loan in my own name.
Churning – what is Churning and is this in the best interest of the applicant.
Accreditation – existing, new or maintaining my accreditation.
Fees – fees or charges explained for Ancillary Services or requests.
Commissions – variations or changes.
Dispute Resolution – details outlining my internal (IDR) or external (EDR) dispute process.
Loss of Accreditation – changes to my accreditation by a lender or Connective.
Access to Records – how will I know my files are compliant.
Privacy – how do I secure my client's privacy.
Click here to download the Connective Policy Manual: