№ lp_1_2_51445
File format: docx
Character count: 13396
File size: 572 KB
This document is a guide outlining the steps and limitations for using the MetLife Enrollment Form Generator for brokers and customers.
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
Price: 8 / 10 USD
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The product description is provided for reference. Actual content and formatting may differ slightly.
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:
2020
Region / City:
Georgia
Subject:
Renewable energy procurement program
Document Type:
Regulatory Order
Agency / Organization:
Georgia Public Service Commission
Author:
Georgia Power
Target Audience:
Commercial and Industrial customers
Effective Period:
From 2020 onward
Approval Date:
January 23, 2020
Amendment Date:
N/A
Year:
2025
Region / City:
Illinois, United States
Document Type:
Request for Proposal (RFP)
Issuing Organization:
Ameren Illinois Company (AIC)
Parent Organization:
Ameren Corporation
Implementation Period:
January 1, 2026 – December 31, 2029
Proposal Due Date:
May 20, 2025
Issued Date:
April 16, 2025
Target Audience:
Third-party contractors and energy service providers
Legal Basis:
Illinois Public Utilities Act Section 8-103B
Confidentiality:
Document contains AIC confidential information
Year:
2019
Region / City:
Ontario
Topic:
Electrical Metering Standards
Document Type:
Guide
Organization:
Hydro One Remotes
Author:
Hydro One Remotes
Target Audience:
Customers, consultants, electrical contractors
Period of Validity:
Not specified
Approval Date:
December 14, 2019
Date of Amendments:
Not specified
Note:
Year
Context:
Application form for connecting power generating modules to the electricity distribution network, specifying conditions and requirements for multiple customers sharing power output.
Note:
Year
Theme:
Financial Crime Prevention
Document Type:
Certification Form
Target Audience:
Individuals opening accounts on behalf of legal entities
Program name:
Décor 24
Company:
IWT-Tesoro
Document type:
Customer access request form
Purpose:
Online account access setup and permission selection
Access availability:
24 hours a day, 7 days a week
Maximum number of users:
Three
User identification:
User ID supplied by IWT-Tesoro
Authentication requirements:
Password minimum six characters, case sensitive
Authorized contact method:
Designated email addresses listed in the form
Permitted actions:
Inventory viewing, pricing viewing, invoice viewing, order history viewing, order placement, payment processing
Target audience:
IWT-Tesoro customers
Account maintenance responsibility:
Customer
Year:
2024
Region / City:
Global
Topic:
Environmental Disclosure, Sustainability Reporting
Document Type:
Guidance
Organization:
CDP
Author:
CDP
Target Audience:
Suppliers, Companies responding to CDP requests
Period of validity:
2024
Approval Date:
Not specified
Modification Date:
Not specified
Year:
2023
Region / City:
Madrid
Theme:
Energy, Customer Loyalty
Document Type:
Press Release
Organization / Institution:
Endesa
Author:
Endesa
Target Audience:
Domestic and Small Business Customers
Period of Validity:
Not specified
Approval Date:
December 4, 2023
Date of Changes:
Not specified
Note:
Year
Contextual description:
A guide for learners on completing and submitting a Portfolio of Evidence for assessment against unit standards, outlining the steps and requirements in an assessment process for customer service training.
Year:
2014
Region / City:
South Africa
Topic:
Consumer protection, financial sector conduct
Document Type:
Regulatory guidelines
Authority / Institution:
Financial Sector Conduct Authority (FSCA)
Author:
FSCA
Target Audience:
Financial Services Providers (FSPs), Key Individuals, and Representatives
Effective Date:
January 2014
Legislation:
Fit and Proper amendments, FAIS Act, COFI Bill
Date of Changes:
December 2018 (draft COFI Bill)
Year:
2023
Region / City:
Žilina
Topic:
Personal data protection
Document type:
Policy
Organization:
Zberné suroviny Žilina a.s.
Author:
Zberné suroviny Žilina a.s.
Target audience:
Customers, potential customers, and authorized persons
Period of validity:
Ongoing
Approval date:
Not specified
Date of changes:
Not specified