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finance

50 skills across 4 jurisdictions.

Skills

United States flagUnited States · finance

Intercreditor Agreement (Lien Priority)

Drafts U.S. intercreditor agreements establishing first lien vs second lien priority over shared collateral, covering standstill, enforcement control…

CaseMark
Germany flagGermany · finance

Kreditkündigung

Workflow-Skill zu fachanwalt bank kapitalmarktrecht kreditkuendigung. Nutzt Normtext, Nutzerangaben und verifizierte Quellen; Rechtsprechung nur nach…

Klotzkette
United Kingdom flagUnited Kingdom · finance

Lender's Handbook Pre-Screen

Exhaustive UK Finance Lender's Handbook Part 1 pre-screen for residential mortgage transactions. Use when asked about lender requirements, whether to…

MoverlyLtd
United States flagUnited States · finance

Loan and Security Agreement

Drafts a U.S. secured Loan and Security Agreement with UCC Article 9 security interests, perfection mechanics, covenants, and enforcement remedies. U…

CaseMark
United States flagUnited States · finance

Loan Forbearance Agreement

Drafts lender-protective U.S. commercial loan forbearance agreements that temporarily suspend remedies while preserving all lender rights, capturing …

CaseMark
United States flagUnited States · finance

Loan Modification Agreement

Drafts a U.S. commercial Loan Modification Agreement amending existing loan terms (interest rates, payment schedules, maturity dates, covenants) whil…

CaseMark
Germany flagGermany · finance

Mandat-Triage Bank- und Kapitalmarktrecht

Bank- oder Kapitalmarktrechts-Mandat trifft ein und muss strukturiert erfasst werden: Sachgebiet Mandantenrolle Sofort-Fristen. Verjährung §§ 195 199…

Klotzkette
United States flagUnited States · finance

Mortgage Compliance Validation Skill

Validates mortgage advisor responses against three hardcoded compliance rules and returns structured JSON.

heyparth1
Germany flagGermany · finance

Phishing-Vorfall Prüfen

Prüft Phishing-Vorfall im Online-Banking oder Zahlungsverkehr auf Erstattungsansprüche gegen Zahlungsdienstleister. Anwendungsfall Bankkunde ist Opfe…

Klotzkette
United States flagUnited States · finance

Pledge Agreement (Securities)

Drafts perfected-security-interest Pledge Agreements for securities collateral under UCC Article 9. Use when drafting securities pledge agreements, s…

CaseMark
Germany flagGermany · finance

Projektfinanzierung Energie

Projektfinanzierung für Energieanlagen strukturieren: Darlehen, Sicherheiten, Ratinganforderungen. Normen: EnWG, EEG, KWKG, BGB. Prüfraster: Finanzie…

Klotzkette
United States flagUnited States · finance

Promissory Note (Residential)

Drafts enforceable residential promissory notes with party identification, principal/interest terms, payment schedules, default/acceleration provisio…

CaseMark
United States flagUnited States · finance

Revolving Credit Agreement

Drafts a market-standard U.S. revolving credit agreement for bilateral or syndicated facilities. Covers facility structure, SOFR/base rate interest, …

CaseMark
United States flagUnited States · finance

Secured Promissory Note

Drafts U.S. secured promissory notes for commercial lending with lender-protective terms, UCC Article 9 collateral grants, and state usury compliance…

CaseMark
United States flagUnited States · finance

Security Agreement (Granting Lien)

Drafts UCC Article 9 security agreements granting first-priority liens on specified collateral. Covers party identification, collateral descriptions,…

CaseMark
Germany flagGermany · finance

Stundungsanfrage Gläubiger

Erzeugt Stundungsanfragen an Gläubiger (Lieferanten Bank Vermieter Steueramt Sozialversicherungstraeger). Erfasst pro Gläubiger Forderungshoehe Fälli…

Klotzkette
United States flagUnited States · finance

Subordination Agreement

Drafts debt subordination agreements establishing senior/junior creditor priority, payment waterfalls, standstill provisions, turnover obligations, a…

CaseMark
United States flagUnited States · finance

Term Loan Agreement

Drafts U.S. corporate finance term loan agreements covering economic terms, covenants, collateral, events of default, and enforcement mechanics. Trig…

CaseMark
United States flagUnited States · finance

TILA-Compliant Consumer Loan Agreement

Drafts U.S. consumer loan agreements with integrated Truth in Lending (TILA/Reg Z) disclosures, including disclosure-box construction, APR and financ…

CaseMark
United States flagUnited States · finance

TRID CD Tolerance Reference

Guides the agent through TRID tolerance compliance under 12 CFR § 1026.19(e)(3), comparing Closing Disclosure fees to Loan Estimate fees across zero,…

CaseMark
United States flagUnited States · finance

TRID Tolerance

Classifies closing costs into zero, 10% cumulative, and unlimited tolerance buckets under 12 CFR § 1026.19(e)(3). Validates changed circumstances for…

CaseMark
United States flagUnited States · finance

UCC Financing Statement and Amendments

Drafts UCC-1 Financing Statements and UCC-3 Amendments to perfect security interests under Article 9 of the Uniform Commercial Code. Handles debtor i…

CaseMark
United States flagUnited States · finance

Unlimited Guaranty

Drafts a U.S. Unlimited Guaranty for commercial lending transactions. Triggers when user needs an uncapped personal or entity guaranty, credit enhanc…

CaseMark
Germany flagGermany · finance

Wandelereignis – Eingang Wandlungserklärung

Eingehende Wandelereignis-Notification prüfen und naechste Schritte bestimmen wenn Investor Wandlung ankündigt. §§ 488 ff. BGB Darlehensvertrag §§ 53…

Klotzkette

finance legal skills by jurisdiction

Closing a leveraged buyout, structuring a project finance facility, or advising on a syndicated loan each demands precise command of credit agreements, security packages, and the regulatory frameworks that govern lenders and borrowers in every relevant market. Finance work is jurisdictionally intense: a cross-border facility may simultaneously engage English law LMA conventions, a US-law indenture, and local perfection rules for security in multiple emerging markets. The finance legal skills in the ThomasMore catalog are built for that complexity, covering acquisition finance, structured lending, derivatives, trade finance, and regulatory capital across dozens of jurisdictions.

Each skill is agent-ready, designed to draft facility agreement provisions, screen a transaction against applicable regulatory thresholds, map security perfection steps, or assemble compliance checklists for banking regulators — all accessible over MCP or as a direct download into your existing workflow. Authors maintain these skills as central bank guidance, Basel-aligned capital rules, and domestic lending statutes evolve, so the analysis stays grounded in current law rather than yesterday's standard form. Whether you act for arranging banks, borrowers, or institutional investors, filtering by jurisdiction, license, or author surfaces the precise capability your transaction requires. Use the jurisdiction filters above to concentrate the collection on the governing law your matter actually turns on.