Financial

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.
• As of the date of the agreement, the seller has no claims against the issuer of the Note, and vice versa.
• The issuing company represents that no event of default has occurred or is likely to occur.

Work out a debt repayment arrangement with a debtor under the terms of this USA Debt Collection Agreement.

• The creditor agrees to accept payment of an outstanding debt from a debtor (customer) through regular monthly payments.
• The debtor must also sign a promissory note to secure the outstanding balance.
• As long as the debtor continues to make the payments on time, the creditor agrees not to take any legal action against the debtor.

Getting paid over time is always preferable to starting a lawsuit. Give your overdue customers another option with the USA Debt Collection Agreement.

Before you lend someone money, even if it's someone you know really well, you should have them sign a promissory note - like this downloadable Demand Promissory Note form.

• This is a simple form of Note that can be used throughout the United States.
• The note is payable on demand.
• The debt can be prepaid at any time without any prepayment penalty being charged.
• Simple interest is charged on the outstanding balance.

A Promissory Note is exactly what it sounds like - a promise to pay - and it's enforceable in court. Download the form right after you purchase it.

Get this USA Demand Promissory Note signed by a borrower to whom you are making an interest-free loan.

• You can use this form in any U.S. state.
• This is the kind of Promissory Note in connection with any loan for which no interest is being charged.
• No bonus or penalty will be charged if the borrower repays the loan early.

To download the Promissory Note form, add it to your cart and check out using your preferred method of payment.

Any commercial loan transaction which uses business property as security should require an Environmental Indemnity from the borrower, like this template for lenders in the USA.

• The indemnity specifically covers the real property which the borrower is mortgaging as security for repayment of the loan.
• The borrower indemnifies the lender against any claims for environmental contamination of or damage to the property or from any violation of federal, state or local environmental regulations.
• The liability of the borrower as indemnitor will survive the repayment of the loan in perpetuity.
• The form can be used anywhere in the United States.

Protect against expensive and onerous legal claims. Download the Environmental Indemnity Agreement for your loans officers.

Hire an agent to find potential investors or purchasers with this Finder's Fee Agreement for US based businesses.

• The parties to the Agreement are (i) a company looking for a source of financial backing and (ii) an agent who will introduce the company to potential investors or acquirers to complete a financing with the company.
• The definition of a financing includes acquisition or disposition of an interest in the company, equity investment, loans or other credit transactions, or acquisition by a publicly traded company.
• The agent will receive a finder's fee for each financing consummated by the company. The finder's fee will be paid in cash from the proceeds of the financing.
• If the financing is completed in several stages, the agent will be paid in portions corresponding to the stages of payments.
• The client will indemnify the agent against any claims arising as a result of material misrepresentation by the client of any of its corporate information.

Download the Finder's Fee Agreement and hire a professional to identify financing opportunities for your company.

This form of Installment Promissory Note provides for fixed non-variable payments and a prepayment fee if the loan is paid out early.

• This legal form template can be used anywhere in the United States.
• The Note is secured by collateral belonging to the borrower.
• The borrower promises to repay the debt by a series of regular fixed installment payments.
• If the borrower elects to pay the debt earlier than the due date, the lender will charge a prepayment premium (fee).
• The Note contains an acceleration clause. If the borrower defaults in making a payment when it is due or becomes bankrupt or insolvent, the entire balance together with interest becomes immediately due and payable.

As a lender, your loan paperwork can be much easier to prepare if you download this USA Installment Note template. Add it to your cart and check out.

This USA Interim Loan Servicing Agreement is a contract for temporary servicing of mortgage loans during a sale transaction.

• The loan servicer will temporarily service the mortgage loans until the loans have been transferred to the purchaser.
• The loan servicer acts as an independent contractor on behalf of the purchaser, and will transfer all records and accounts to the purchaser upon termination of the Agreement.
• The loan servicing activities include collection and remittance of mortgage payments, maintenance of records, reports to the purchaser, maintenance of related escrow accounts, payment of taxes and insurance.
• The loan servicer will proceed with collection and/or foreclosure proceedings in the event of default in payment of the mortgage loan.
• All collections, remittances, payments, and record keeping will be done in full compliance with applicable local, state and federal laws.

To download the USA Interim Loan Servicing Agreement, add it to your shopping cart and check out using one of our available payment methods.

The Investor Subscription Agreement with Rescission Notice should be given to each party interested in purchasing shares of stock in a U.S. corporation as part of a private placement.

• The Subscription Agreement must be signed by an investor who wants to purchase shares under the offering, and sent to the corporation with the investor's payment for the shares.
• Once accepted by the issuing corporation, the subscription becomes irrevocable.
• The subscriber acknowledges that he/she has sufficient means to be able to bear any financial risks of the investment.
• The subscriber also acknowledges having examined the corporation's documents and has determined that the shares are a suitable investment.
• This template includes a Notice of Rescission, which the investor can use to withdraw from the offering within 72 hours after submitting the subscription.

Download the Investor Subscription Agreement with Rescission Notice by first purchasing the document, then clicking on the Download button.

USA mortgage brokers, provide loan applicants with this free Broker Fee Disclosure form, as required by law.

• the nature of the relationship between the broker and the borrower,
• the nature of the relationship between the broker and various lenders,
• how the broker's compensation is calculated and paid.