Broker/Independent Contractor Registration

Broker Info

Broker/Partner Type

Email *

Confirm Email *

First Name *

Last Name *

Company *

Phone Number/Toll Free

Phone Number *

Service Provider

Fax

Address

Suite #

City

State

Zip Code

Approved Referral Fee

EIN#

Preferred Communication

Website

Avatar (The file types allowed are JPEG,PNG,GIF.)

Do you have Company NMLS #?

Yes No

Do you have Company State License #?

Yes No

Company State License #

State

State License #

Do you have Personal NMLS #?

Yes No

Do you have Personal State License #?

Yes No

Personal State License #

State

State License #

DRE#

Social Security Number

LinkedIn URL

Type Of Loans Offered *

# of Employees

States that you broker loans in

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Please write a few sentences about your relevant experience and why you want to broker loans with us? (min 25 words)

Logo (The file types allowed are JPEG, PNG, GIF.)

Primary Contact

Use same contact info as above

Primary Contact First Name

Primary Contact Last Name

Primary Contact Phone

Primary Contact Email

Password *

Confirm Password *

Upload Applicable Files

IRS Form W-9

Signed Referral Partner Agreement

Terms And Conditions

SIMPLE FUNDING, LLC — REFERRAL PARTNER AGREEMENT AND COMPENSATION POLICY (Effective June 15, 2026)

By registering, you ("Referral Partner") agree to the terms below. This Agreement does not create a partnership, joint venture, employment, agency or brokerage relationship. Simple Funding, LLC ("Simple Funding") is not obligated to approve any loan, close any loan, or pay any compensation except as stated here.

1. ELIGIBLE TRANSACTIONS. Compensation may be paid only on loans originated, underwritten, approved, closed and funded by Simple Funding that are business-purpose, investment property, commercial real estate, fix-and-flip, DSCR, bridge, ground-up construction, commercial refinance, cash-out investment property, or other non-consumer loans approved by Simple Funding. No compensation on consumer-purpose or owner-occupied residential loans, transactions subject to RESPA Section 8 or similar anti-kickback laws, any transaction where payment would violate law, or any loan Simple Funding determines in its sole discretion to be ineligible.

2. COMPENSATION. Loans under $80,000: 1.00% of the original principal funded at closing. Loans of $80,000 or more: 1.00% of the original principal funded at closing plus a $250 Referral Processing Bonus. Simple Funding may correct clerical or mathematical errors.

3. MAXIMUM. Compensation will not exceed $10,000 per loan unless a greater amount is approved in writing by an authorized officer of Simple Funding before closing.

4. CONDITIONS TO PAYMENT. Nothing is earned or payable unless: (a) you were the original source introducing the borrower; (b) the borrower was not already known to, working with, or previously referred to Simple Funding; (c) the borrower submitted an acceptable application; (d) the loan was approved, closed and funded; (e) any rescission periods, funding holds or post-closing conditions have expired or been satisfied; (f) Simple Funding has your completed IRS Form W-9 and any other requested documentation; and (g) payment is lawful. No compensation for withdrawn or denied applications, expired approvals, cancelled or unfunded loans, modifications, extensions, renewals, assumptions, forbearances, workouts, or any transaction not expressly approved by Simple Funding.

5. REFERRAL SOURCE. Simple Funding has sole and absolute discretion to determine the originating source of a referral. Its determination of competing claims is final, and it may withhold payment pending resolution of a dispute.

6. PAYMENT. Earned compensation is paid within ten (10) business days after loan funding, receipt of all tax documentation, verification of compliance, and resolution of any dispute. Simple Funding may offset, delay, reduce or deny payment where payment would violate this Agreement or law, and may require additional documentation, approvals or consents from licensed or regulated professionals.

7. COMPLIANCE. You represent that you may legally receive referral compensation and will comply with all applicable laws, and will not cause Simple Funding to violate any lending, licensing, advertising, privacy, consumer protection, anti-kickback or fair lending law. No compensation will be paid where it would violate RESPA, TILA, CFPB or FHA regulations, state mortgage lending laws, or other law.

8. LICENSED PROFESSIONALS. If you are a licensed real estate agent or broker, mortgage broker, loan originator, contractor, title company or agent, attorney, CPA, insurance professional, financial advisor or other regulated professional, you alone are responsible for determining whether receiving compensation is legally and ethically permitted, and you represent that all required disclosures and approvals have been made and obtained and that payment does not violate any employment, brokerage or other agreement or duty. Simple Funding does not provide legal, tax, licensing or regulatory advice. You will indemnify Simple Funding for any claim arising from your eligibility to receive compensation.

9. NON-EXCLUSIVE. This Agreement is non-exclusive and grants no exclusive territory, market, borrower or referral rights.

10. NO AUTHORITY. You are an independent contractor and may not bind Simple Funding, negotiate loan terms, quote rates, issue approvals, collect payments, execute documents, accept deposits, or make representations about loan approval.

11. CONDUCT. You will not collect money or charge borrowers any fee on behalf of Simple Funding without written approval, represent that you speak for Simple Funding, misrepresent its products, rates, underwriting or process, or use its name, logo or marketing materials without written consent.

12. ANTI-FRAUD. Submitting false, misleading, fraudulent or materially incomplete information immediately terminates this Agreement and forfeits any unpaid compensation.

13. TAXES. You are solely responsible for all taxes on compensation. Simple Funding may issue IRS Form 1099.

14. NO GUARANTEE. Simple Funding retains sole discretion over approval, underwriting, terms, pricing, conditions, funding and payment of compensation. No right to compensation vests until the loan has closed and funded and all requirements are met.

15. INDEMNIFICATION. You will defend, indemnify and hold harmless Simple Funding and its members, managers, officers, employees, agents, affiliates and assigns from claims, losses and expenses (including reasonable attorneys' fees) arising from your acts or omissions, violation of law, misrepresentations, unauthorized marketing, fraud, breach, or claims about your entitlement to compensation.

16. TERMINATION. Simple Funding may amend, suspend or terminate this Agreement or the program at any time, with or without notice. Termination does not affect compensation already earned and approved on loans funded before termination.

17. GOVERNING LAW; VENUE. Alabama law governs. Any action must be brought exclusively in the state or federal courts in Jefferson County, Alabama.

18. MISCELLANEOUS. This is the entire agreement on referral compensation and supersedes prior agreements. Invalid provisions do not affect the rest. Failure to enforce is not a waiver. Amendments must be in writing signed by an authorized representative of Simple Funding.

By checking this box I agree to the terms and conditions. *