Financial
Create paperwork for your financial transactions and do your tax planning with these downloadable legal forms for buyers and sellers, lenders and borrowers.
- Buy contracts, agreements and security documents for lending, borrowing and collecting money.
- Find templates by country, or generic forms that can be used in many areas.
- Download documents and information to help you manage debt and accounts receivable.
- Protect your assets and lower your taxes with effective tax planning strategies.
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Montana Deed of Trust
This Montana Deed of Trust form conveys a real estate property from a seller to a trustee instead of a purchaser, under the Small Tract Financing Act.
- A Deed of Trust is often used instead of a mortgage in the sale and purchase of real property other than agricultural farm land.
- Title to the property is conveyed by the seller to a trustee instead of to the purchaser. The title is then held as security to ensure the purchaser's performance of its obligations (including payment of the purchase price, maintenance and upkeep of the property, payment of taxes, etc).
- If the purchaser defaults in payment, the balance becomes due and payable and the trustee may sell the property.
- The Deed of Trust contains uniform covenants regarding payments, funds for taxes and insurance, prior mortgages, hazard insurance, occupancy as principal residence, care and maintenance of the property, protection of the lender's security, and other standard clauses.
- The property must not exceed 40 acres in area.
- The form includes a Waiver of Homestead Exemption Rights in accordance with State law.
- Available in MS Word format.
- Intended to be used only in the State of Montana.
$19.99
Mortgage Amending or Renewal Agreement | Canada
Amend or renew a mortgage on a residential property in Canada with this Mortgage Amending or Renewal Agreement.
- Any changes to the mortgage, and any renewal of the mortgage, must be done in writing and signed by both parties. The mortgagor (borrower) and mortgagee (lender) agree to renew the mortgage and amend the following provisions of the original loan:
- the term of the renewal period,
- the adjusted interest rate,
- the adjusted payment amount,
- the payment frequency (monthly, weekly, bi-monthly).
- NOTE: This is not a bank form. Each commercial lender has its own forms. This form is for privately placed mortgages.
- Available in MS Word format.
- Intended to be used only in Canada.
$6.49
Mortgage Backing Loan Agreement for Syndicated Investment | Canada
This template is for a mortgage as security to back a loan agreement in a syndicated land investment in Canada.
- The mortgage and the underlying loan agreement form part of a syndicated mortgage transaction.
- The fractional interests are being offered to investors as a means to raise capital for developing the lands being mortgaged.
- The mortgagor can prepay the mortgage in whole or in part at any time, on 30 days notice, without bonus or penalty.
- The mortgagor promises to pay all prior mortgages on the property as they become due. Any default under a prior mortgage will be deemed a default under this mortgage.
- This legal form template is available in MS Word format.
- Intended for use only in Canada.
$29.99
Mortgage Promissory Note | USA
This Promissory Note form is for loans that are backed by a mortgage against the borrower's real property.
- You can use the template in any U.S. state.
- There is no prepayment penalty or premium if the borrower prepays the loan in whole or in part.
- If the borrower defaults under the note or the mortgage, the borrower promises to pay interest at the highest rate allowed by law.
- The borrower will pay any collection costs incurred by the lender, including reasonable legal fees.
- Intended to be used only in the United States.
- Available in MS Word format.
$12.49
Mortgage to Secure Commercial Loan | Canada
Secure a commercial loan to a business with this fully editable template mortgage form for Canadian lenders.
- The mortgage will be registered against the title to property owned by the borrower, to secure repayment of a commercial loan or other credit facility.
- Interest is calculated annually and payable semi-annually. Payments are made against combined principal and interest.
- The mortgage contains additional clauses for condominium properties.
- This downloadable legal template can be used in most provinces and territories of Canada except Quebec.
$29.99
Motor Vehicle Security Agreement | Canada
Obtain a security interest in a borrower's vehicle with this Motor Vehicle Security Agreement for Canadian lenders.
- The borrower (debtor) grants the lender (secured party) a security interest in the borrower's motor vehicle, to induce the lender to give credit to the borrower.
- The borrower will carry fire, theft, collision and comprehensive insurance on the vehicle, and pay all taxes, liens and charges against the vehicle.
- The borrower is not allowed to sell or encumber title to the vehicle as long as the Agreement is in effect.
- This template can be used in any province or territory of Canada except Quebec.
- The legal form template is downloadable and fully editable.
$12.49
Multistate 1-4 Family Mortgage Rider | USA
This free Fannie Mae/Freddie Mac 1-4 Family Rider is used if you are mortgaging a rental property with 1 to 4 units.
- The Rider should be attached to the mortgage, deed of trust or security deed, to amend and supplement the security instrument.
- The borrower agrees that the mortgage lender can collect the rents on the property if the borrower defaults under the Note. This is called an assignment of rents.
- Form 3170 USA Multistate 1-4 Family Mortgage Rider is a free form which can be downloaded directly from the FannieMae.com website.
$0.00
Multistate Adjustable Rate Mortgage Rider | USA
This free Adjustable Rate Rider (1 Year Treasury Index - Rate Caps) is used to adjust the interest rate and monthly payments under the mortgage note.
- Once it's been signed, the Rider will form part of the mortgage, deed of trust or security deed.
- The borrower agrees that the interest rate may change once in each 12-month period.
- The new rate will be based on a weekly average yield on US Treasury securities adjusted over a 1-year maturity.
- The interest rate will not increase or decrease more than the percentage amount stated in the Rider.
- This Rider is for mortgages on single-family homes.
- Fannie Mae/Freddie Mac Form 3108 USA Multistate Adjustable Rate Mortgage Rider is a free MS Word document from freddiemac.com.
$0.00
Multistate Biweekly Payment Rider | USA
Attach the Multistate Biweekly Payment Rider (Fixed Rate) to the mortgage document when a borrower wants to make the mortgage payments every two weeks instead of monthly.
- The Rider will become part of the mortgage or deed of trust and supplements the provisions of the loan document.
- The form sets out the amount of the biweekly payment, and the late charge that will be paid if a payment is not made in full when it is due.
- This Rider is for fixed rate mortgages on single-family homes in the United States.
- Download a free copy of the Fannie Mae/Freddie Mac Form 3177 Multistate Biweekly Payment Rider (Fixed Rate).
$0.00
Multistate Condominium Mortgage Rider | USA
The USA Multistate Condominium Mortgage Rider should be attached to mortgage documents for single family condominiums.
- The Rider will become part of the mortgage or deed of trust and supplements the provisions of the loan document.
- The borrower agrees to perform all of the obligations under the Declaration, bylaws, and other documents governing the condominium property.
- The owners' association must maintain blanket property insurance and public liability insurance on the condominium project.
- Free downloadable Form 3140 from FreddieMac.com.
$0.00
