Executed agreementsObtain and retain a complete, legible copy signed or electronically authenticated by every party.
Arbitration termsIdentify the provider, governing law, hearing location or situs, fee allocation, discovery rules, and court rights being waived.
Compensation rulesPreserve commission schedules, renewal and vesting provisions, chargeback formulas, offsets, and post-termination rights.
Compliance guidanceRequest written guidance, retain the complete context, and document approvals or requested changes.
Termination mechanicsClarify notice, access, servicing authority, earning rights, and what happens during any notice period.
Independent reviewHave qualified counsel review material terms before relying on verbal explanations or incomplete copies.