UNITED STATES

Use this downloadable template to create a Loan Servicing and Tenancy in Common Agreement 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 arranged the loan between the lenders and the borrower.
• The servicer is acting as agent for the investors with respect to the promissory note, and no other relationship exists between the parties.
• The borrower will make all payments on the note to the servicer.
• The servicer will provide each lender with monthly statements and with the appropriate tax forms at the end of each year.
• The servicing fees will be paid monthly and will be calculated as a percentage of the principal balance outstanding at that date.
• If a foreclosure of the property is necessary and the servicer is required to manage the property, an additional property management fee will be charged.
• The servicer has the right to hold back a reserve sufficient to pay two months interest payments.
• If an investor fails to pay its pro rata share of any assessment within 10 days of request, that investor's right to receive principal and interest payments will be subordinated to the rights of all investors who have paid their share.
• This is a comprehensive legal form that you can tailor to your specific requirements.
• Intended to be used only in the State of California.

This California Offering Circular contains the details of an offering of fractional undivided interests in a promissory note secured by either a first mortgage or by other promissory notes secured by other collateral.

• The circular should be provided to any potential investors who may want to purchase interests.
• The document describes the fractional interests, the particulars of the loan and the loan servicing.
• The compensation being paid to the loan servicer and affiliates is disclosed, as are any conflicts of interest.
• The issuer must disclose any risks, ERISA and federal tax considerations with respect to the investment.
• Available in MS Word format.
• Intended to be used only in the State of California.

This Irrevocable Share Subscription Agreement should be completed by any party wishing to invest in shares offered as part of a private placement under an offering memorandum.

• The subscription may not be revoked by the investor for a period of 6 months.
• The investor represents to the issuer that it is qualified to invest in the offering (accredited ⁄ sophisticated investor status) and has sufficient financial means to bear the loss of the total investment.
• If the investor is not a natural person, the investing entity must warrant that it has not been formed specifically to purchase the shares.
• The investor acknowledges that he/she is aware that the investment involves a high degree of speculative risk.
• The investor represents that the shares are not being acquired for resale.
• The shares are only being offered in the United States to U.S. residents.
• To get your copy of the Irrevocable Share Subscription, click "Add to Cart" and check out using your preferred payment method. You can then download the form to your PC or laptop.

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 indebtedness of the Obligor.
• The holder of the Note may at any time prior to maturity of the Note, convert all or any part of the outstanding indebtedness into shares in the capital of the Obligor.
• Prior to an initial public offering by the Obligor, the entire outstanding balance will be automatically converted into shares.
• The conversion price will be adjusted to protect the rights of the holder on the occurrence of a stock split, dividend, recapitalization, merger, consolidation or similar transaction.

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.

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.

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.