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USA Loan Transaction Forms

USA lenders, secure repayment of a loan from a borrower with these Loan Transaction Forms for the United States. Fully editable and easy to customize to meet your needs.

    • Alabama Construction Loan Agreement

      Alabama construction lenders, prepare a Construction Loan Agreement with this comprehensive template. The maximum of any allowable advance will be the total of (i) the soft costs (development, planning, etc.) as set out in the budget, plus (ii) the lesser of the hard costs (materials and labor) of ...

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    • California Loan Servicing and Tenancy in Common Agreement

      Prepare a Loan Servicing and Tenancy in Common Agreement with this comprehensive template for California, as part of an offering of fractional undivided interests in a promissory note, secured by a first mortgage. The agreement is between the investors (lenders) and a loan servicer who has arran...

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    • Mississippi Certificate of Borrower Regarding Commercial Loan

      Mississippi lenders, use this easy template to prepare a Certificate of Borrower Regarding Commercial Loan for execution by a corporate borrower. An officer of the corporate borrower certifies statements regarding: the borrower’s corporate status, its legal and valid authority to enter into th...

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    • Mississippi Collateral Assignment of Leases

      Mississippi lenders, prepare a Collateral Assignment of Leases for execution by a corporate borrower, with this fully editable template. The borrower assigns to the lender all of its interest in all existing and future leases covering certain property owned by the borrower, to secure repayment of...

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    • Mississippi Collateral Assignment of Leases and Rents

      Mississippi lenders, prepare a Collateral Assignment of Leases and Rents for execution by a corporate borrower, with this fully editable template. The borrower assigns to the lender all of its interest in the leases and rents payable in respect of property owned by the borrower, to secure repayment...

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    • Mississippi Commercial Deed of Trust and Security Agreement

      Transfer title to a commercial property in Mississippi to a trustee, as security for a loan, with this Commercial Deed of Trust and Security Agreement. Title to the property is conveyed to a lender (as trustee) as security for the borrower's repayment of a commercial business loan. If the borrower...

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    • Mississippi Exhibit to UCC1 Financing Statement

      Creditors, register a security interest against a debtor's real property in the State of Mississippi with this Exhibit to UCC1 Financing Statement. The Mississippi Exhibit to UCC1 Financing Statement Amendment is available as a MS Word download, and is fully editable....

      Price: FREE

    • Mississippi Security Agreement for Commercial Mortgage Loan

      Mississippi lenders, prepare a Security Agreement in Connection with a Commercial Mortgage Loan for execution by a corporate borrower, with this fully editable template. The borrower grants the lender a security interest over equipment and personal property on the borrower's premises, to secure r...

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    • Mississippi Subordination, Non-Disturbance and Attornment Agreement

      Mississippi lenders, prepare a Subordination, Non-Disturbance and Attornment Agreement in connection with a commercial mortgage loan with this template form. The Agreement is between the lender, the borrower, and a tenant who has leased all or part of the mortgaged premises. The tenant agrees to s...

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    • Mississippi Tenant Acceptance Letter for Commercial Loan

      Mississippi landlords, if you are securing a commercial loan by using your leased premises as security, your lender will require a Tenant Acceptance Letter from each of your tenants. The Tenant Acceptance Letter is basically an estoppel certificate, which contains: pertinent details about the leas...

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    • New York Subordination of Mortgage Agreement

      New York lenders, prepare a Subordination of Mortgage Agreement with this template form. Under the Subordination Agreement, the holder of a first mortgage on a property (the original lender) agrees to allow its mortgage to be subordinated to a new mortgage being placed on the property, which will...

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    • USA Assignment of Life Insurance Policy as Collateral

      Transfer a life insurance policy to a lender as collateral for a loan with this Assignment of Life Insurance Policy form for the USA. The lender has the sole right to collect any proceeds payable under the policy. The lender is at liberty to surrender the policy and receive any distributions, ...

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    • USA Assignment of Rents and Repurchase Agreement

      Prepare an Assignment of Rents and Repurchase Agreement as security for a loan with this easy-to-use template form for the USA. The borrower (assignor) assigns to the lender the rents due under a lease on a property owned by the borrower, to secure repayment of a loan advanced from the lender. ...

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    • USA Commercial Loan Commitment Letter

      USA lenders, prepare a Commercial Loan Commitment Letter with this fully customizable template. The letter sets out the terms of the loan and how it is to be repaid, including: monthly payments to be made into escrow for property taxes and hazard insurance, documents and other instruments to be g...

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    • USA Convertible Note

      Induce an investor to inject capital into a US company by offering a Convertible Note as security for repayment of the investment. All amounts due will become immediately due and payable upon any default by the borrower (Obligor). The indebtedness under the Note will be subordinated to all other ...

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    • USA Convertible Note Purchase Agreement

      Do you hold a Convertible Note as security for a US investment? Sell all or part of the Note with this Convertible Note Purchase Agreement. The seller agrees to waive any claim for accrued but unpaid interest. The seller agrees not to convert any portion of the Note prior to closing the sale. A...

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    • USA Environmental Indemnity Agreement

      USA lenders, prepare an Environmental Indemnity Agreement for a corporate borrower with this fully editable template. The Agreement is drawn up as part of the loan documents and covers property owned by the borrower which is mortgaged as security for repayment of the loan. The borrower indemnifies...

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    • USA Form UCC-1 Financing Statement

      Form UCC1 Financing Statement under the Uniform Commercial Code in fillable PDF format which can be filed by a creditor to register a security interest in a debtor's collateral. USA Form UCC-1 Financing Statement revised 05/22/02....

      Price: FREE

    • USA Form UCC-11 National Information Request

      Form UCC11 National Information Request Form under the Uniform Commercial Code in fillable PDF format, which a creditor can use to request a search for UCC and other filings registered against the name of a debtor. Revised 05/09/01. For use in the U.S....

      Price: FREE

    • USA Form UCC-1Ad Financing Statement Addendum

      Form UCC1Ad Financing Statement under the Uniform Commercial Code in fillable PDF format which can be filed by a creditor as an addendum to Form UCC1 to add debtors or secured parties. Revised 05/22/02. For use in the U.S....

      Price: FREE

    • USA Form UCC-3 Financing Statement Amendment

      Form UCC3 Financing Statement Amendment, Continuation, Assignment or Termination under the Uniform Commercial Code in fillable PDF format which can be filed by a creditor to assign, amend, continue or terminate a previous filed Financing Statement. Revised 05/22/02. For use in the U.S....

      Price: FREE

    • USA Form UCC-3ad Financing Statement Amendment Addendum

      Form UCC3ad Financing Statement Amendment Addendum Form under the Uniform Commercial Code in fillable PDF format which can be filed by a creditor as an addendum of additional information to Form UCC3 Financing Statement Amendment. Revised 07/29/96. For use in the U.S....

      Price: FREE

    • USA Form UCC-5 National Correction Statement

      Download this free Form UCC5 National Correction Statement under the Uniform Commercial Code in fillable PDF format, which can be filed by a debtor who believes that a UCC filing was incorrectly recorded or should not have been filed against the debtor. Revised 05/22/02. For use in the U.S....

      Price: FREE

    • USA Interim Loan Servicing Agreement

      Draft an agreement for temporary servicing of mortgage loans during a sale transaction with this USA Interim Loan Servicing Agreement template. The loan servicer will temporarily service the mortgage loans until the loans have been transferred to the purchaser. The loan servicer acts as an indepen...

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    • USA Loan Participation Sale and Trust Agreement

      Prepare a Loan Participation Sale and Trust Agreement with this comprehensive template for the USA. Under this Agreement, the lead lender (the Seller) participates in one or more loans by transferring an undivided participation ownership interest in part of the loan to another lender (the Buyer)....

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    • USA Merchant Cash Advance Agreement

      Make a cash advance to a US merchant against its future credit card receivables with this template USA Merchant Cash Advance Agreement. The merchant sells to the cash advance company all of its right in a percentage of its future credit card sales for an immediate cash injection, until a specified ...

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    • USA Non-Recourse Agreement and Release

      Release a corporation's shareholder from liability for a corporate debt with this template Non-Recourse Agreement and Release for US companies. The lender releases the shareholder from any personal liability for the corporation’s loan, in return for a lump sum payment from the shareholder. The l...

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    • USA Notice and Tender by Debtor

      Prepare a Notice and Tender by Debtor with this easy-to-use template for the USA. The debtor ⁄ borrower issues the Notice to a lender ⁄ secured party notifying the lender that the borrower intends to redeem certain collateral which was used as security for a loan, and the debtor is n...

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    • USA Notice of Assignment of Collateral by Secured Party

      USA lenders, prepare a Notice of Assignment of Collateral by Secured Party with this template form. The Notice of Assignment must be given by a lender (secured party) to a debtor (borrower), to notify the debtor that the lender has made an assignment of its security interest in certain property t...

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    • USA Notice of Intention to Sell Property

      USA lenders, serve a debtor with this Notice of Intention to Sell Property before the sale, in accordance with applicable laws in your State. The property was pledged as collateral security for a loan from the lender to the debtor. The lender (secured party) prepares and serves the Notice to advis...

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    • USA Notice of Right to Rescission

      Prepare a Notice of Right to Rescission for your customers with this template form for the United States. This notice is required by law to be given to a customer in relation to a loan, lease, purchase or other transaction which could result in a lien or security interest being placed on the custom...

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    • USA Pledge of Security Collateral to Promissory Note

      Prepare a Pledge of Security Collateral to Promissory Note with this easy template form for USA lenders. Collateral. Under the Pledge Agreement, a borrower pledges personal property for the lender to hold as collateral security to ensure repayment of a loan under a promissory note. Default. If the...

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    • USA Pledge of Shares of Stock

      Prepare a Pledge of Shares of Stock with this template form for the USA. The Pledge of Shares is given by a borrower to a lender. The borrower pledges certain shares of stock, to be held by the lender as security for a loan. This USA Pledge of Shares of Stock template is provided in MS Word forma...

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    • USA Promissory Note Secured by Real Estate

      USA lenders, use this easy template form to prepare a Promissory Note Secured by Real Estate. The Note allows the borrower to pay the principal and interest in monthly payments until paid. The total loan amount can be prepaid at any time without penalty. The Note is secured by a Deed of Trust on ...

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    • USA Revolving Loan Agreement

      USA lenders, provide revolving credit facilities to a corporate borrower with this Revolving Loan Agreement. The Loan Agreement allows the borrower to borrow and reborrow funds up to a stated maximum amount. The borrower grants the lender a security interest in all of the borrower's assets and...

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    • USA Security Agreement

      US lenders, prepare a Security Agreement for a borrower to sign with this easy-to-use template. The borrower (debtor) grants the lender (secured party) a security interest in certain property of the borrower, as collateral to secure repayment of the borrower's indebtedness under a promissory note. ...

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    • USA Shareholder Resolutions to Authorize Borrowing

      Draw up resolutions of the shareholders of a US corporation to authorize the corporation to borrow against its assets with these template Shareholder Resolutions Authorizing Borrowing. One of the Resolutions authorizes the company to borrow money against its accounts receivable. The other authori...

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    • USA Subordination Agreement

      Prepare a Subordination Agreement between a mortgage lender (mortgagee) and a home owner with this template form for the USA. The mortgagee agrees to subordinate its security interest under a mortgage on the owner's property to another loan, which will allow the second loan to take priority to th...

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    • USA Term Loan Agreement

      USA lenders, prepare a Term Loan Agreement for a borrower with this ready-made template. Prepayment. The borrower has the option to pay all or part of the term loan on any interest payment date, without premium or penalty, provided that a specified minimum prepayment amount is paid. Interest Peri...

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