The Harmony Team!
We are here to help Happy2Lend!
It PAYS to be Happy
Joining Harmony Mortgage is simple and fast. Complete the pdf packet below. If you are ready to affiliate today follow the instructions to complete the documents below. We will review your affiliate package immediately and have you operational within 48-business hours.
Originator Affiliate Packet
Follow these instructions to affiliate with Harmony Mortgage. Download the forms below to your computer. The documents cannot be digitally executed in a browser window. Instead, open the documents in Adobe Acrobat Reader (if you do not have the reader click here to install the Adobe Acrobat Reader DC). and complete and digitally sign the forms from within the Reader. Save the forms to your computer and email them to jason@happy2lend.com
Affiliate Documents
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ACH Form
Authorizes Innovative to deposit commissions and deduct dues and subscription fees.
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Background Check Form
Authorizes Innovative to request a criminal and credit review.
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Independent Loan Originator Compensation Agreement
This compensation agreement is for loan originators joining under the 100% compensation plan.
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Team Apprentice Member Compensation Agreement
This compensation agreement is for loan originators joining under a branch or team plan.
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Cyber Security Acknowledgment
Loan originators and contract processors have a duty to protect their clients from identity and financial theft. Innovative requires loan originators and contract processors to take reasonable measures to protect consumers.
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I-9 Form
See page "3" and provide identification from List A or a combination of one selection from List B and one selection from List C.
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Originator Information
General information about the loan originator, licensing, and compensation plan preference.
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Professional History and References
Professional History and References
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W9 Form
All MLO's are required to complete and submit a W9 form. Regulations require that Innovative compensate licensed individuals. You must complete the W9 with your personal information.
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Zero Tolerance Fraud Policy
Complete and return this acknowledgment with your affiliation package.
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