You would also use this form to indicate if your lender has paid a fee to a partner agency like SmartBiz to recommend you as a borrower. Typically, you must complete a form for each agent you have hired. Your agent will fill out this section – but as has already been mentioned, you should check the information they have provided before submitting the form. You will indicate the nature of the agent they are and the services they have provided to you (loan packaging, etc.) and the total amount of compensation they have charged you. One thing must be respected here: if the applicant`s name on the form is your personal name, you do not have to fill in the representative field. .