№ lp_2_3_34802
File format: docx
Character count: 14024
File size: 30 KB
The document outlines the application process for the registration of technical representatives of insurance brokers in accordance with the Insurance Ordinance (Cap. 41) in Hong Kong.
Note:
Year
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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:
2022
Region / City:
Kansas
Subject:
Financial Exploitation, Corrective Action Plans
Document Type:
Guidelines
Organization:
Department for Children and Families
Author:
Department for Children and Families
Target Audience:
APS Specialists, APS Supervisors, Regional Staff
Period of Validity:
Not specified
Approval Date:
Not specified
Date of Changes:
Not specified
Note:
Year
Year:
2024
Region / City:
Taunton
Theme:
Investment Management
Document Type:
Request for Proposal (RFP)
Institution:
Taunton Contributory Retirement System
Author:
Dahab Associates, Inc.
Target Audience:
Investment managers, financial service providers
Period of Validity:
Until May 31, 2024
Approval Date:
Not specified
Amendment Date:
Not specified
Year:
2023
Region / City:
New Jersey, USA
Subject:
Education, Professional Development
Document Type:
Guideline, Template
Organization / Institution:
New Jersey Department of Education
Author:
New Jersey Department of Education
Target Audience:
Teachers, School Administrators
Period of Validity:
Not specified
Approval Date:
Not specified
Date of Last Revision:
Not specified
Year:
2020
Region / City:
Electronic meeting
Topic:
5G, UE capabilities, CGI reporting, EN-DC
Document Type:
Meeting document
Organization:
3GPP TSG-RAN WG2
Author:
vivo (rapporteur)
Target Audience:
3GPP members, engineers in 5G technology
Period of Validity:
Until June 2020
Approval Date:
June 1, 2020
Date of Changes:
N/A
Note:
Context
Year:
2025
Region / City:
Gauteng
Theme:
Supply and installation of core network equipment
Document Type:
Bid Specification
Organization / Institution:
South African Police Service (SAPS)
Author:
State Information Technology Agency (SITA)
Target Audience:
Suppliers (bidders)
Period of validity:
60 months
Approval Date:
Not specified
Date of last update:
Not specified
Year:
2025
Region / City:
Washington State
Topic:
Bond Allocation, Multifamily Housing Finance
Document Type:
Certificate
Institution:
Washington State Housing Finance Commission
Author:
Steve Walker, Executive Director
Target Audience:
Government Agencies, Financial Institutions
Period of Validity:
December 4, 2025
Approval Date:
December 4, 2025
Date of Amendments:
None
Year:
[Not Provided]
Region / City:
[Not Provided]
Subject:
Contract Administration
Document Type:
Plan
Organization / Institution:
[Not Provided]
Author:
[Not Provided]
Target Audience:
Contract Administrators, Agency Staff, Contractor Key Personnel
Period of Effect:
[Not Provided]
Approval Date:
[Not Provided]
Date of Changes:
[Not Provided]
Contract Number:
[Not Provided]
Contract Type:
[Not Provided]
Contractor Name:
[Not Provided]
Agency Name:
[Not Provided]
Contract Administrator Name:
[Not Provided]
Version:
[Not Provided]
Date:
[Not Provided]
Year:
2021
Region / City:
Mammoth Lakes, California
Topic:
Public Works Bidding
Document Type:
Bid Invitation
Agency:
Town of Mammoth Lakes
Author:
Jamie Gray, Town Clerk
Target Audience:
Contractors
Period of Validity:
Until contract award
Approval Date:
April 9, 2021
Amendment Date:
None
Year:
2025
Region / City:
Attleboro, Massachusetts
Theme:
Investment Management, Retirement Systems
Document Type:
Request for Proposal
Organization / Institution:
Dahab Associates, Inc.
Author:
Dahab Associates, Inc.
Target Audience:
Investment Firms, Fund Managers
Period of Action:
2025
Approval Date:
Not specified
Amendment Date:
Not specified
Year:
2021
Region / city:
N/A
Topic:
Healthcare, Data Management, Pneumonia
Document type:
Guideline
Institution:
N/A
Author:
N/A
Target audience:
Medical professionals, Data managers
Period of validity:
N/A
Approval date:
N/A
Date of amendments:
N/A