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  • IIRG Referral Agent Application & Onboarding

    Apply to join the IIRG Funding Partner Network and help connect investors with real estate funding opportunities nationwide.
  • Format: (000) 000-0000.
  • NDA Agreement

  • NON-DISCLOSURE & CONFIDENTIALITY AGREEMENT

    ________________________________________________________________________________________

    This Confidentiality Agreement (" Agreement") is made and effective the

    Date

    __________________

    BETWEEN: I INVEST REALTY GROUP , LLC (the "Owner"), an Indiana limited liability company and/or its Successors

    and Assigns, Affiliated, and other Owned/Subsidiary Entities organized and existing under the laws of the State of

    Indiana, with its office located at 5534 St Joe Rd, Fort Wayne, IN 46835.

    AND:

    ______________________ (the "Recipient"), an individual and/or its Successors and Assigns, Affiliated, and other

    Owned/Subsidiary Entities located at the State of Indiana.

    WHEREAS, Recipient has been or will be potentially engaged in the providing certain services to the Owner; and in

    connection therewith may have access to certain confidential and proprietary information; and

    WHEREAS, in the course of consideration of the possible transaction or relationship, Owner may disclose to

    Recipient confidential, important, and/or proprietary trade secret information concerning Owner and its activities.

    NOW, THEREFORE, in consideration of the terms and covenants of this agreement, and other valuable consideration,

    the parties agree as follows:

    1. NON-DISCLOSURE OF CONFIDENTIAL INFORMATION

    Owner proposes to disclose certain of its confidential and proprietary information (the Confidential Information") to

    Recipient. Confidential Information shall include all intellectual property, technology, client lists, business plans,

    marketing plans, financial information, and other information disclosed or submitted, orally or in writing to

    Recipient by Owner. Confidential Information also includes information which, by the nature of the circumstances

    surrounding the disclosure, ought in good faith to be treated as confidential. For the purposes of this Agreement,

    Confidential Information does not include:

    A. Information that is currently in the public domain or that enters the public domain after the signing of this

    Agreement.

    B. Information a Party lawfully receives from a third Party without restriction on disclosure and without breach of a

    non-disclosure obligation.

    C. Information that the Recipient independently develops without reliance on any Confidential Information from

    Owner.

    2. RECIPIENT'S OBLIGATIONS

    A. Recipient agrees that the Confidential Information is to be considered confidential and proprietary to Owner and

    Recipient shall hold the same in confidence, shall not use the Confidential Information other than for the purposes of

    its business with Owner, and shall disclose it only to its officers, directors, or employees with a specific need to know.

    Recipient will not disclose, publish or otherwise reveal any of the Confidential Information received from Owner to

    any other party whatsoever except prior written authorization of Owner.

    1B. Confidential Information furnished in tangible form shall not be duplicated by Recipient except for purposes of

    this Agreement. Upon the request of Owner, Recipient shall return all Confidential Information received in written or

    tangible form, including copies, or other media containing such Confidential Information, within seven (7) days of

    such request.

    3. TERM

    A. The obligations of the Agreement shall survive five (5) years from the Effective Date and continue to resume until

    the Recipient is no longer working for the Company.

    B. Non-Circumvention. For a period of five (5) years after the end of the term of this Agreement, the Recipient will

    not attempt to do business with, or otherwise solicit any Company’s business contacts, vendors, and current or

    non-current clients and investors found or otherwise referred by Company to Recipient for the purpose of

    circumventing, the result of which be to prevent the Company from realizing or recognizing a profit, fees, or

    otherwise, without the specific written approval Owner of the Company. This includes without limitations apply to

    no usage or duplicate of business documents or templates, trade secret, technical data, product ideas, contracts,

    financial information or modeler, pricing structure, source code and/or object code, copyrights and intellectual

    property. If such circumvention shall occur the Company shall be entitled to any monetary commissions, recovery or

    damages due pursuant to this Agreement.

    4. PERMITTED DISCLOSURES

    Recipient may disclose Owner's Confidential Information to Recipient's responsible Representatives with a bona fide

    need to know such Confidential Information, but only to the extent necessary to evaluate or carry out a proposed

    transaction or relationship with Owner and only if such employees are advised of the confidential nature of such

    Confidential Information and the terms of this Agreement and are bound by a written agreement or by a legally

    enforceable code of professional responsibility to protect the confidentiality of such Confidential Information.

    5. REQUIRED DISCLOSURES

    Recipient may disclose Owner's Confidential Information if and to the extent that such disclosure is required by

    court order, provided that Recipient provides Owner a reasonable opportunity to review the disclosure before it is

    made and to interpose its own objection to the disclosure.

    6. USE

    Recipient and its Representatives shall use the Confidential Information solely for the purpose of evaluating a

    possible transaction or relationship with Owner and shall not in any way use the Confidential Information to the

    detriment of Owner.

    7. NO LICENSE

    Nothing contained herein shall be construed as granting or conferring any rights by license or otherwise in any

    Confidential Information. It is understood and agreed that neither party solicits any change in the organization,

    business practice, service or products of the other party, and that the disclosure of Confidential Information shall not

    be construed as evidencing any intent by a party to purchase any products or services of the other party nor as an

    encouragement to expend funds in development or research efforts. Confidential Information may pertain to

    2prospective or unannounced products. Recipient agrees not to use any Confidential Information as a basis upon

    which to develop or have a third party develop a competing or similar product.

    8. NO ADDITIONAL AGREEMENTS

    Neither the holding of discussions nor the exchange of material or information shall be construed as an obligation of

    Owner to enter into any other agreement with Recipient or prohibit Owner from providing the same or similar

    information to other parties and entering into agreements with other parties. Owner reserves the right, in its sole

    discretion, to reject any and all proposals made by Recipient or its Representatives with regard to a transaction

    between Recipient and Owner and to terminate discussions and negotiations with Recipient at any time. Additional

    agreements of the parties, if any, shall be in writing signed by Owner and Recipient.

    9. IRREPARABLE HARM

    Recipient understands and acknowledges that any disclosure or misappropriation of any of the Confidential

    Information in violation of this Agreement may cause Owner irreparable harm, the amount of which may be difficult

    to ascertain, and therefore agrees that Owner shall have the right to apply to a court of competent jurisdiction for

    specific performance and/or an order restraining and enjoining any such further disclosure or breach and for such

    other relief as Owner shall deem appropriate. Such right of Owner is to be in addition to the remedies otherwise

    available to Owner at law or in equity.

    10. GOVERNING LAW AND EQUIT ABLE RELIEF

    This Agreement shall be governed and construed in accordance with the laws of the United State of America and the

    State of INDIANA, Allen County and Recipient consents to the exclusive jurisdiction of the state courts and federal

    courts located there for any dispute arising out of this Agreement. Recipient agrees that in the event of any breach or

    threatened breach by Recipient, Owner may obtain, in addition to any other legal remedies which may be available,

    such equitable relief as may be necessary to protect Owner against any such breach or threatened breach.

    11. SEVERABILITY

    If any term of this Agreement is held by a court of competent jurisdiction to be invalid or unenforceable, then this

    Agreement, including all of the remaining terms, will remain in full force and effect as if such invalid or

    unenforceable term had never been included.

    12. NO PUBLICITY

    Recipient agrees not to disclose its participation in this undertaking, the existence or terms and conditions of the

    Agreement, or the fact that discussions are being held with Owner.

    13. NO IMPLIED WAIVER

    Either party's failure to insist in any one or more instances upon strict performance by the other party of any of the

    terms of this Agreement shall not be construed as a waiver of any continuing or subsequent failure to perform or

    delay in performance of any term hereof.

    Non-Disclosure & Confidentiality Agreement

    14. HEADINGS Headings

    Headings used in this Agreement are provided for convenience only and shall not be used to construe meaning or

    intent.

    15. NOTICES

    Any notice required by this Agreement or given in connection with it, shall be in writing and shall be given to the

    appropriate party by personal delivery or by certified mail, postage prepaid, or recognized overnight delivery

    services.

    16. SURVIVAL

    This Agreement shall continue in full force and effect at all times.

    17. SUCCESSORS AND ASSIGNS

    This Agreement and each party's obligations hereunder shall be binding on the representatives, assigns, and

    successors of such party and shall inure to the benefit of the assigns and successors of such party; provided,

    however, that the rights and obligations of Recipient hereunder are not assignable.

    18. ATTORNEY'S FEES

    If any action at law or in equity is brought to enforce or interpret the provisions of this Agreement, the prevailing

    party in such action shall be awarded its attorneys' fees and costs incurred.

    19. COUNTERPARTS AND RIGHT

    This Agreement may be signed in counterparts, which together shall constitute one agreement. The person signing

    on behalf of Recipient represents that he or she has the right and power to execute this Agreement.

    20. ENTIRE AGREEMENT

    This Agreement expresses the full and complete understanding of the parties with respect to the subject matter

    hereof and supersedes all prior or contemporaneous proposals, agreements, representations and understandings,

    whether written or oral, with respect to the subject matter. This Agreement may not be amended or modified except

    in writing signed by each of the parties to the Agreement. This Agreement shall be construed as to its fair meaning

    and not strictly for or against either party. The headings hereof are descriptive only and not to be construed in

    interpreting the provisions hereof. IN WITNESS WHEREOF, the parties have executed this Agreement as of the date

    first above written.

     

     

     

     

     

     

  • OWNER RECIPIENT

  • I INVEST REALTY GROUP, LLC

    Doris Chow

    Founder, CFO & Head of Capital Markets

  • RECIPIENT

    The undersigned acknowledges that they have read, understood, and agree to the terms of the Non-Disclosure Agreement with I Invest Realty Group, LLC.
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  • Referral Agent Onboarding – Tax Form

  •  

    W-9 Form Required

    Step 1:
    Download the W-9 form using the link below.

    Step 2:
    Complete the form by typing or printing your information and signing it.

    Step 3:
    Upload the completed W-9 form in the upload box below.

     

    Download the W-9 from here

    https://www.irs.gov/pub/irs-pdf/fw9.pdf

     

     

     

     

     

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  • Direct Deposit Authorization Form

    Step 1
    Download the Direct Deposit Authorization Form using the link below.

    Step 2
    Complete the form by entering your banking information and signing the document.

    Step 3
    Upload the completed Direct Deposit Authorization Form in the upload box below so we can set up your payment method.

     

    Download the Direct Deposit Authorization Form here

    https://drive.google.com/file/d/13Z8IEGxEVeOHyLfxY1EbhgXugJgoo35l/view?usp=sharing

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  • Final Step – Internal Team Access

  • Welcome to the final step of the I Invest Realty Group (IIRG) Referral Agent onboarding process.

    To stay active and receive important updates, training resources, and referral guidelines, you must join our internal team Discord server.


    Join the IIRG Discord Server

    After joining, please make sure your Discord username matches the name you used on this application so our team can verify your access.

    Failure to join the Discord server may result in inactive status within the IIRG Referral Agent program.

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