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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General Security Agreement | Canada
Secure a loan or line of credit with this General Security Agreement for Canadian lenders.
- The borrower grants the lender a security interest in all of the borrower's personal property (inventory, equipment, accounts and book debts), and all income and proceeds from that personal property.
- The General Security Agreement secures payment and performance of all of the borrower's present and future indebtedness to the lender, including the lender's costs of enforcing the Agreement.
- The borrower agrees to protect and preserve the collateral property, to keep it in good condition and repair, to pay all taxes and charges levied against it, and to keep it fully insured.
- So long as the borrower is not in breach of its obligations, the borrower retains possession of the collateral and can use it in the ordinary course of its business.
- This legal document template is intended for use only in Canada.
$17.99
Georgia Deed to Secure Debt
Georgia lenders can use this template Deed and Promissory Note to secure repayment of a debt from a borrower.
- The Deed and Promissory Note are typically used as security for a mortgage loan in the State of Georgia.
- The borrower conveys title to the property to the lender until the full amount of the indebtedness plus interest is paid in full.
- Once the debt is paid, the lender will reconvey the property to the borrower.
- The lender has the option to declare the whole amount due and payable if the borrower sells the property, or defaults under the loan.
- The lender has the power to sell the property if the loan is not paid by the maturity date.
- The downloadable file includes a Promissory Note.
- Available in MS Word format.
- Intended to be used only in the State of Georgia.
$17.99
Georgia Transfer to Secure Debt With Power of Sale
Secure a mortgage loan on a real estate property in Georgia with this Transfer to Secure Debt form.
- The mortgagor (property owner) transfers the title into the name of the mortgage lender as security.
- The lender has the right to sell the property without foreclosing if the owner defaults in payment.
$0.00
Grid Promissory Note for Multiple Loan Advances
Draw up a Grid Promissory Note for multiple advances with this customizable template.
- The Grid Note is made as security for a lending agreement between the borrower and the lender.
- This form of Note is often used to secure a loan where more than one advance of loan proceeds would be made, such as construction financing.
- This is a generic legal form which can be used anywhere.
- The Grid Promissory Note for Multiple Loan Advances template is easy to download, fill in with your details, and print.
$6.29
Guide to Developing an Investor Relations Program
Discover how to develop an investor relations program for your company with this 8-page downloadable guide.
- The guide was created by the Osborne Group Inc., a Canadian project management and business coaching firm.
- It was prepared to illustrate how companies can ensure that their investors have a good level of understanding about the business and its operations.
- You will also find tips on how to promote better communication between the company and its financial partners.
- If your company has investors who are not actively involved in the business, this guide will be a valuable information resource.
- Available as a free PDF download.
$0.00
Hawaii Agreement of Sale
Selling a property in Hawaii to a buyer who can't get a mortgage loan? You can finance the purchase price with this Agreement of Sale.
- An Agreement of Sale works rather like a contract for deed, because it allows the buyer to pay off the purchase price of the property over time ("seller financing").
- The buyer pays a downpayment at the time the Agreement is signed. The buyer then makes monthly payments towards the balance, with a balloon payment of the entire amount outstanding at the end of the payment term.
- The buyer can prepay all or part of the outstanding balance at any time.
- If the buyer defaults in making payments or performing any of its obligations, the seller can immediately demand payment of the entire unpaid balance with interest and take possession of the property.
- If your buyer can't get a conventional mortgage, do it yourself with this Agreement of Sale form.
- Intended to be used only in the State of Hawaii.
$29.99
Hawaii Fixed Rate Mortgage
Place a mortgage on a residential property with this Hawaii Fixed Rate Mortgage form.
- The mortgage form contains both uniform covenants required by federal laws, and non-uniform covenants which are specifically required by Hawaiian laws.
- The mortgage is being granted to the lender as additional security for a mortgage loan, plus interest and applicable charges.
- This mortgage form is a downloadable and fully editable template in MS Word format.
- Intended to be used only in the State of Hawaii.
$17.99
How to Manage Your Cash to Increase Your Net Worth
Do you want to learn how to manage your cash better? This 9-page info package for Canadians can show you how.
- How to Manage Your Cash to Increase Your Net Worth was developed to help Canadians manage their cash better, improve their personal bottom line and maximize their net worth.
- Topics include:
- cash management pitfalls and options,
- creating a household budget,
- dangers of procrastination,
- emergency cash planning,
- debt management,
- paying yourself.
- Available in PDF format.
- Aimed in Canadian residents and intended for use in Canada.
$0.00
Idaho Contract for Deed
If you are selling a real estate property in Idaho, 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 in MS Word format and fully editable to fit your exact circumstances.
- Intended to be ued only in the State of Idaho.
$11.99
Idaho Deed of Trust
Transfer the title to an Idaho real estate property from a seller to a trustee with this Idaho Deed of Trust.
- A Deed of Trust can be used in place of a mortgage in the sale and purchase of real property other than agricultural farm land.
- The title is conveyed by the seller to a trustee instead of to the purchaser. Title to the property is 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.
- This form can only be used for properties that are not more than 40 acres in size, or are located within a city or town.
$17.99
