№ lp_1_28474
File format: docx
Character count: 3472
File size: 35 KB
Form used for gathering business and personal information for Risk Insurance Brokers consideration.
Note:
Year
Price: 8 / 10 USD
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The product description is provided for reference. Actual content and formatting may differ slightly.
Year:
2023
Region / City:
Not specified
Topic:
Enrollment Form Generation
Document Type:
Guide
Organization / Institution:
MetLife
Author:
Not specified
Target Audience:
Brokers and customers
Period of Validity:
Not specified
Approval Date:
Not specified
Date of Changes:
Not specified
Country or Region:
United States
Industry:
Professional services—Real estate
Customer:
Summit Realty Group (member of the Cushman & Wakefield Alliance)
Location:
Indianapolis, Indiana metropolitan area
Company size:
39 employees (including 24 real-estate brokers)
Solution:
Real Estate Advantage by Ascendix Technologies (based on Microsoft Dynamics CRM)
Partner:
Ascendix Technologies (Microsoft Gold Certified Partner)
Previous system:
REApplications CRM
Key features:
Outlook integration, workflows, dashboards, data migration, automation, task reminders
Primary goals:
Improve broker adoption, centralize account information, enhance client service consistency
Document type:
Customer solution case study
Language:
English
State:
Illinois
Country:
United States
Type of Document:
Affidavit and Lien Waiver
Subject Matter:
Real Estate Brokerage Compensation and Lien Rights
Related Law:
Illinois statutes relating to real estate broker liens
Parties Involved:
Real estate broker; Owner; Other licensed persons, if any
Property Reference:
Premises commonly known as specified in the instrument
Compensation:
Payment acknowledged and satisfaction in full of compensation due under agreement
Execution Requirement:
Signed and sworn before a Notary Public
Purpose:
Acknowledgment of payment and waiver of statutory lien rights
Year:
1955
Region / city:
Jamaica
Subject:
Customs Brokerage
Document Type:
Code of Conduct
Institution:
Jamaica Customs Agency
Author:
Not specified
Target Audience:
Customs Brokers
Effective Period:
Not specified
Approval Date:
Not specified
Amendment Date:
Not specified
Year:
2026
Region / City:
Canada
Topic:
Customs brokerage services
Document type:
Standard terms and conditions
Organization / Institution:
Canadian Society of Customs Brokers
Author:
Not specified
Target audience:
Customs brokers, clients of customs brokers, businesses involved in international trade
Effective period:
Ongoing
Approval date:
Not specified
Amendment date:
Not specified
Context description:
A document detailing the standard terms and conditions for customs broker services in Canada.
Organization:
HomeBridge
Document Type:
Loan submission form
Program:
Jumbo loan program
Industry:
Mortgage lending
Participants:
Broker; Borrower; Co-Borrower; Account Executive
Required Approval:
Broker must be approved with HomeBridge
Geographic Scope:
United States
Related Regulations:
ECOA valuations rule
Application Categories:
Brokered applications; Mini-Banker applications
Referenced Date Threshold:
October 3, 2015
Main Sections:
Broker Information; Borrower Information; Property Information; Transaction Information; Fees; Documentation Requirements
Property Types:
SFR; Multi Units; Condo; High rise condo; Site Condo; PUD; Modular
Occupancy Types:
Owner-occupied; Second Home; Investment
Loan Structures:
Purchase; Rate/Term refinance; Cash-out refinance
Amortization Options:
Fixed 15 year; Fixed 20 year; Fixed 25 year; Fixed 30 year; 5/1 ARM; 7/1 ARM; 10/1 ARM
Required Documents:
Form 1008; Form 1003 with NMLS ID; Credit report; Borrower credit authorization; Paystubs; W-2 forms; Tax returns with schedules; Purchase contract; Bank statements; 4506-T; Service Provider List
Fees Mentioned:
Underwriting Fee; Funding Fee (CA only); Commitment Fee Buyout Option; Flood Certification Fee; Tax Service Fee; Texas Attorney Fee
Purpose:
Collection of broker, borrower, property, loan structure, and documentation details for underwriting submission under the HomeBridge Jumbo loan program
Note:
Year
Topic:
Mortgage Brokerage
Document Type:
Questionnaire
Institution:
Washington State Department of Financial Institutions
Target Audience:
Mortgage Brokers, Licensees
Year:
2023
Region / City:
Illinois
Subject:
Licensing, Utility Regulation
Document Type:
Application Form
Organization / Institution:
Illinois Commerce Commission
Author:
Illinois Commerce Commission
Target Audience:
Applicants for Agent, Broker, and Consultant certification
Period of Validity:
Not specified
Approval Date:
Not specified
Amendment Date:
Not specified
Year:
2015
Region / City:
California
Theme:
Insurance brokerage services
Document Type:
Request for Proposals (RFP)
Organization / Institution:
Judicial Council of California
Author:
Judicial Council of California
Target Audience:
Insurance brokerage firms
Period of Validity:
July 1, 2015 - June 30, 2018
Approval Date:
2015
Amendment Date:
None
Year:
2017
Order date:
26/09/2017
Service commencement date:
2 October 2017
Completion date:
26 January 2018
Order number:
RFx195
Contracting authority:
Secretary of State for Education
Service address:
National College for Teaching and Leadership, Agora House, Cumberland Place, Nottingham, NG1 6HG
Invoice address:
SSCL Accounts Payable Team, Tomlinson House, Norcross, Blackpool, FY5 3TA
Supplier:
PD Leadership Services
Authorised representative:
Shamsiah Khatun
Professional delivering services:
Pat Dubas
Price:
£400 per day (7.5 hours), no VAT
Type of document:
Mini-competition order form and service specification
Subject:
Recruitment Brokerage Support for international teacher initiatives
Geographical scope:
England
Confidentiality provisions:
Personal data relating to schools and candidates under DfE international initiatives; Non-Disclosure Agreement unlimited in time
Contract monitoring:
Weekly reporting to Contract Manager via management information template
Year:
2026
Event:
BMA Ignite
Type of document:
Application form
Organization:
Canadian Association of Accredited Brokerages
Target audience:
Brokerage marketing professionals
Application deadline:
April 4, 2026
Required courses:
Understanding your Audience; Engaging your Audience through Social Media
Location:
Canada
Number of participants:
20
Context:
Application form for a live professional learning event inviting brokerage marketing participants to submit personal and professional information along with acknowledgments and completed pre-requisite courses.
Document type:
Brokerage execution and clearing agreement
Subject:
Give-up brokerage transactions and order execution arrangements
Version period:
2017–2026
Parties:
Executing Broker; Clearing Broker; Trader; Customer
Industry:
Financial markets and brokerage services
Applicable framework:
Exchange rules; clearing house rules; governmental and self-regulatory regulations
Authorization scope:
Trader authorized to transmit Customer orders to Executing Broker
Order methods:
Oral instructions; written instructions; electronic order facilities
Clearing arrangement:
Trades executed by Executing Broker and cleared by Clearing Broker
Fee structure:
Commissions billed for trade execution; exchange and clearing house fees
Billing responsibility:
Trader or Clearing Broker designated as Bill-To Party
Risk and liability provisions:
Allocation of responsibility for execution errors, transmission failures, and external causes
Trade acceptance conditions:
Clearing Broker may impose limits or conditions on accepted positions
Supporting documentation:
Addendum B – Supported Products Schedule
Dispute jurisdiction:
Relevant exchange and clearing house under applicable law
Effective date:
To be specified upon execution by the parties
Year:
2026
Institution:
Harper College
Document Type:
Request for Proposal (RFP)
Contract Number:
Q01219
Service Type:
Insurance Brokerage Services
Submission Deadline:
February 11, 2026, 2:00 p.m. Central Time
Pre-Proposal Meeting:
January 21, 2026, 2:00 p.m. Central Time
Questions Deadline:
January 27, 2026, 4:00 p.m. Central Time
Target Audience:
Qualified insurance brokers/consultants
Scope:
Employee benefits including Medical, Dental, Vision, Life insurance
Number of Eligible Employees:
Approximately 750
Union Groups:
4 unions, 3 non-union groups
Issuing Officer:
Nathan Chung, Purchasing Specialist
Submission Method:
Electronic via Dropbox
Contract Conditions:
90-day offer validity, compliance with Business Enterprise Program (5% aspirational goal)
Document type:
Draft Recommendation
Standard series:
ITU-T Y Series
Recommendation identifier:
ITU-T Y.2073 (ex.Y.energy-brokerage)
Organization:
ITU Telecommunication Standardization Sector (ITU-T)
Topic:
Electricity brokerage for distributed energy resources
Keywords:
Blockchain; Distributed energy resources; Electricity brokerage; Trust
Technology focus:
Blockchain-based trust provisioning
Application domain:
Electricity markets
Market participants:
Energy prosumers and brokerage intermediaries
Content elements:
Requirements, architecture overview, interfaces and functional blocks
Purpose:
Transparency and trust in intermediary trading of surplus electricity
Location:
Reno, Nevada, United States
Subject:
Mortgage brokerage and home loan advisory services
Document Type:
Informational promotional text
Organization:
Mann Mortgage
Industry:
Mortgage lending and brokerage
Service Area:
Nevada, United States
Audience:
Individuals seeking a home mortgage
Topic:
Arranging and selecting mortgage products
Content Focus:
Professional mortgage advice, loan arrangement process, broker services
Geographical Reference:
Reno, Nevada
Year:
2025
Region / City:
United States
Industry:
Banking, Financial Services, Retail, Healthcare, Automotive
Document Type:
Resume
Organization:
N/A
Author:
Naveen Krishnadas
Target Audience:
Hiring Managers, HR Departments, Companies in need of Senior Program Managers
Period of Effect:
N/A
Approval Date:
N/A
Date of Changes:
N/A
Year:
2024
Region / city:
Cairo
Topic:
Universal Health Insurance, Health System Strengthening
Document type:
Aide-Mémoire
Institution:
World Bank
Author:
World Bank Team
Target audience:
Government officials, project stakeholders, health sector professionals
Period of validity:
2024-2026
Approval date:
November 10, 2024
Modification date:
N/A
Note:
Year
Subject:
Surety Bond Rider
Document Type:
Bond Rider
Organization / Institution:
American Alternative Insurance Corporation