Buyer documentation

Sample Order Authorization

This is the order authorization every buyer signs before their first invoice. Order-specific details are shown as placeholders.

LendingFlow

Order Authorization

Buyer

[Company name] · [Contact name] · [Email]

Order

[Number of leads] exclusive borrower leads · Loan types: [Selected loan types] · States: [Selected states] · Delivery pace: [Leads per day] · Delivery method: [CRM / email]

Lead criteria

Borrower-reported 660+ FICO; borrower-requested $200,000+ loan amount; fresh inbound requests delivered within seconds of submission

Price

[Price per lead] × [Number of leads] = [Order total]

Payment terms

First order: invoiced and paid before leads begin delivering. Orders of 100+ leads after your first order: eligible for Net-30, due 30 days from the invoice date. No monthly minimum.

Exclusivity

Leads are 100% exclusive to you and are never resold or shared with another lender.

Replacement policy

Submit replacement requests through the Client Portal within 7 days of delivery, with details of the issue. Requests after 7 days are not eligible. A lead is eligible for one free replacement lead if: its phone is disconnected or non-working, the number is wrong, or its email bounces; it has not responded after 5+ call/email attempts over at least 5 days; it misstated their information by reporting a FICO below 660, a loan amount below $200,000, or a different state or loan type than they submitted; or the person denies submitting the request or is not a borrower, such as a broker or vendor. Proof of contact attempts may be required. A lead is not eligible if reached but not interested, if the person changed their mind or obtained financing elsewhere, or if the lead does not fit your own program or underwriting guidelines, including property type, down payment, experience, or liquidity. Not every lead will become an application. You are purchasing exclusive, real borrower inquiries that meet our criteria, not guaranteed applications or funded loans. LendingFlow reviews each request and has final discretion on approval. Approved requests receive one free replacement lead, not a refund or credit.

CRM access

Any connection to your CRM is limited to creating new lead records only — we never access, read, or export your existing data, and you can revoke access at any time.

Cancellation

You can cancel future orders at any time. Orders already placed are final; eligible leads are covered by the replacement policy above.

Governing terms

This order is also governed by the LendingFlow Terms of Service.

Signature

[Signature] · [Date]

The signed copy is emailed to the buyer as a receipt.