Attention: Realtors, Contractors and Others

The following information should be completed when referring a client interested in an Accessory Dwelling Unit or Granny Flat, and the referral fee should be up to $1500.

Referring Person:                                           Phone: __________________________

Address: _______________________________                  Date of Referral: ____________________

Referral Information:

Names: ________________________________________________

Address: _______________________________________________

Phone: ___________________________________ (Day)

Referral is a Prospective:

___ADU Client

___*Short Term Loan Needed

Please give us a little information about the prospects needs or situation: ____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

* Please note that referral fees are only allowed based on short-term loans as 30-year conventional loans are not permitted for referrals, which is considered a violation of the Truth in Lending Act (TILA).

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