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In Response To:
Thread Starter: Anonymous
Title: Re: Affiliate Website Mortgage Referral - ABA

Our affiliate wants to promote our bank’s mortgage products on their website. Their website would include solely a link to the bank’s mortgage page. Is this a referral and would it require an affiliated business arrangement to be provided? If it was considered a referral, I wasn't sure how feasible it would be to actually provide the affiliated business arrangement.

The affiliate has also been entertaining including a link for prospective borrowers to click and submit information (phone, email, etc.) to setup a consultation with our bank to discuss a mortgage. My understanding is that the affiliate would funnel this information over to the bank so that an MLO at the bank would contact them regarding a mortgage. I am thinking this a referral that would require the affiliated business arrangement to be provided.