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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Colorado Mortgage Promissory Note
This Colorado Mortgage Promissory Note is part of the collateral security documentation for a home loan.
- Payments. The mortgagor will make regular payments of principal and interest until the balance is paid in full.
- Interest is a fixed rate.
- Acceleration. The balance owing becomes due and payable immediately if the borrower defaults in making any payment.
- Late payments result in late charges being assessed, which are calculated as a percentage of the late payment.
- Prepayment. The borrower may prepay the loan either with or without penalty, at the lender's discretion when writing up the Note.
- Available in MS Word format, easy to download, fill in and print.
- Intended to be used only in the State of Colorado.
$6.49
Commercial Loan Commitment Letter | USA
USA lenders, prepare a Commercial Loan Commitment Letter with this fully customizable template which sets out the terms of the loan and how it is to be repaid.
- The commitment letter template includes:
- monthly payments to be made into escrow for property taxes and hazard insurance,
- documents and other instruments to be given by the borrower as security,
- form and amounts of title insurance and hazard insurance required by the lender,
- payment of closing costs by the borrower,
- protection, preservation and maintenance of the property used as security,
- other standard provisions.
- This is a customizable template that can be used throughout the United States.
$17.99
Commercial Loan Proposal Letter
Looking for a business loan? Prepare a Commercial Loan Proposal Letter for a lender with this easy-to-use template.
- You could use this template to source out a loan for expansion, research and development, enhancements to your product lines, or additional operating capital.
- The loan proposal letter outlines the company history and background, business operations for the past few years, the company's goals and objectives, equity and growth potential.
- A copy of the company's Business Plan should be included with your loan proposal, along with copies of the latest financial statements.
$12.49
Confidentiality Agreement for Investors
Potential investors want to know all about your business before they decide to put money into it. Before you divulge your sensitive information, get them to sign this Confidentiality Agreement.
- You can use this form anytime you are in discussions regarding a potential acquisition or investment in the company.
- The Agreement template includes a no solicitation clause, under which the investor agrees not to solicit either your customers or employees.
- This is a generic legal form that can be used anywhere.
- Don't risk the loss of trade secrets or proprietary information. Download the Investor Confidentiality Agreement for your business.
- Available in MS Word format.
$12.49
Connecticut Contract for Deed
If you are selling a real estate property in Connecticut, you can assist the buyer by carrying part or all of the purchase price with this Contract for Deed (or purchase money mortgage).
- Under the terms of this Contract, the seller effectively becomes the mortgage lender for the balance of the purchase money.
- Title will transfer to the buyer once payment in full of all principal and interest has been received by the seller.
- The seller has the right to take back the property if the buyer defaults in payment.
- At the seller's option, the balance can be repaid by monthly payments with or without interest until paid, or monthly payments with interest for a fixed number of payments with a balloon payment at the end to pay out the balance.
- Available in MS Word format, fully editable to fit your exact circumstances.
- Intended to be used only in the State of Connecticut.
$17.99
Connecticut Open End Mortgage Deed
Grant a mortgage over a residential property with this Connecticut Open End Mortgage form.
- The mortgage form contains both uniform (multistate) covenants and non-uniform covenants for acceleration, release / satisfaction, waiver of homestead exemption, and future advance, pursuant to Connecticut laws.
- The mortgage is being granted to the lender as additional security for a mortgage loan, plus any additional prepayment or late payment charges, plus interest on all of the indebtedness.
- This mortgage form is a downloadable and fully editable legal template in MS Word format.
- Intended to be used only in the State of Connecticut.
$17.99
Convertible Debenture
Issue debentures as security for funding with this downloadable Convertible Debenture template.
- The Debenture is issued by a corporation to a lender as security for a commercial loan.
- The Debenture is convertible into shares in the capital of the corporation at any time prior to the repayment of the principal amount of the loan (but not including any accrued but unpaid interest).
- This is a generic legal form which is not specific to any country, state or province.
- The Convertible Debenture template is fully editable and can be easily customized to meet your needs.
$12.49
Convertible Debenture Certificate with RRSP and RRIF Eligibility | Canada
Issue debentures to investors and lenders with this Canada Convertible Debenture Certificate with RRSP and RRIF Eligibility.
- The Debenture has a 21-year term.
- This is a qualified investment for RRSP and RRIF funds under the Income Tax Act.
- The Debenture is convertible into shares of the issuing corporation.
- Available in MS Word format.
- Governed by Canadian tax laws and intended for use only in Canada.
$6.29
Co-Ownership Agreement for Syndicated Mortgage | Canada
Raise funds to complete a development through the sale of syndicated mortgage interests with this Co-Ownership Agreement for Canadian land developers.
- The agreement is between the various investors (co-owners of undivided interests in the syndicated mortgage), a trustee holding the land and an agent acting on behalf of the co-owners.
- The co-owners grant the agent power to act as attorney on their behalf with respect to leasing, subdividing, rezoning, sale or otherwise dealing with the lands which are subject to the mortgage.
- The mortgaged lands are registered in the name of the trustee, who holds the lands in trust for the co-owners. The co-owners each hold an undivided interest in the lands as tenants-in-common.
- The agent will collect funds under the mortgage on behalf of the co-owners and make distributions to the owners from those funds.
- The agreement provides for meetings of co-owners, and the keeping of books, records and financial information by the agent.
- This form is part of the paperwork required for a syndicated mortgage investment in Canada.
$29.99
Corporate Resolutions re Syndicated Mortgage | Canada
Use these templates to prepare corporate resolutions for a Canadian corporation to make a loan under a syndicated mortgage.
- The resolutions authorize the corporation to:
- lend money to a related corporation (typically a land development company) under the terms of a syndicated mortgage on the lands owned by the borrowing company, and
- enter into a co-ownership agreement with the investors who purchase fractional interests in the mortgage.
- This package of templates is available as a downloadable MS Word file.
- Intended for use only for corporations incorporated in Canada.
$6.29
