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Channel Partner / Referral Agreement review

Referral or channel-partner arrangement paying a fee for introduced business.

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What it checks

Qualified-referral / lead definition

A referral agreement must define what counts as a qualified referral or lead that earns a fee.

Critical · COMM-014

Referral-fee amount and payment terms

A referral agreement should state the fee amount / rate and when and how it is paid.

Critical · COMM-015

RESPA § 8 compliance for settlement-service referrals

A referral fee tied to real-estate settlement services must comply with the RESPA § 8 anti-kickback prohibition.

Critical · COMM-016

Independent contractor — no authority to bind

A referral / channel partner must be an independent contractor with no authority to bind the principal.

Critical · COMM-017

Anti-kickback / anti-bribery representation

A referral arrangement should carry an anti-bribery / no-improper-payments representation.

Critical · COMM-018

Confidentiality of leads and customer information

A referral agreement should protect the confidentiality of referred leads and each party's customer information.

Critical · COMM-028

Non-circumvention

A referral agreement should bar the Partner from circumventing the Company to deal directly with a referred customer.

Critical · COMM-029

Effect of termination on accrued and pipeline referral fees

A referral agreement should state whether fees remain payable on referrals introduced before termination that close afterward (the 'tail').

Critical · COMM-032

Restriction on Partner representations about the Company

A referral agreement should bar the Partner from making representations about the Company or its products beyond Company-approved materials.

Critical · COMM-033

Telemarketing / anti-spam compliance for Partner outreach

Where the Partner solicits referrals by call, text, or email, the agreement should require TCPA / CAN-SPAM compliance.

Critical · COMM-034

Every run also applies 125 general checks that belong to any agreement: structure, parties and signatures, defined terms, cross-references, dates, amounts, and one-sided terms.

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  3. Get a Word report in which every finding quotes the clause and cites the rule and source behind it — one of 1,946 checks across 286 document types.
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