§Professionals

A polished partner kit.

Give agents, lenders and referral partners the tools to work with us, without room to improvise risky language.

§ IWhat’s in the kit

Everything a partner needs, nothing to improvise.

Six approved resources that keep referrals clear, neutral and properly disclosed.

What AMT does, who it serves and how to open an order, with consumer-choice language.

ii.

Short language that discloses the relationship and avoids required-use phrasing.

iii.

When to send the disclosure, where to save acknowledgment and who to contact.

iv.

Referral introduction, order confirmation, document checklist and closing-ready update.

Required-use, guaranteed outcomes, best rate, preferred provider, unless counsel approves.

vi.

Seal, horizontal lockup, colors and social graphics for approved uses only.

Referral language must preserve choice

Recommendations should stay clear, neutral and disclosed. Brand confidence is not the same as required use.

For agents, lenders & referral partners