Search Skills
3573 skills found
United 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…
United 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…
United States
·
finance
Loan Forbearance Agreement
Drafts lender-protective U.S. commercial loan forbearance agreements that temporarily suspend remedies while preserving all lender rights, capturing …
United 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…
United 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…
United States
·
finance
Intercreditor Agreement (Lien Priority)
Drafts a first lien/second lien intercreditor agreement governing creditor priority, enforcement rights, and payment waterfalls over shared collatera…
United 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…
United States
·
finance
GLBA Privacy Notice
Drafts GLBA-compliant privacy notices using the 16 CFR Part 313 Appendix A model form safe harbor. Use when creating or updating Regulation P privacy…
United States
·
finance
Forbearance Agreement (Loan)
Drafts loan forbearance agreements that temporarily suspend lender enforcement rights during borrower default. Triggers when drafting forbearance agr…
United States
·
finance
Depository Account Agreement
Drafts a U.S. Depository Account Agreement governing the institution–depositor relationship for checking, savings, money market, and CD accounts. Enf…
United States
·
finance
Convertible Note Purchase Agreement
Drafts a company-side Convertible Note Purchase Agreement for U.S. early-stage convertible debt financings. Structures note economics, conversion mec…
United States
·
finance
Consumer Loan Agreement (TILA Compliant)
Drafts TILA-compliant consumer loan agreements with Regulation Z disclosure boxes, APR/finance charge calculations, and enforceable terms for secured…
United States
·
finance
Consumer Loan Agreement
Drafts a TILA-compliant U.S. consumer loan agreement with Regulation Z federal disclosure box, APR/finance charge calculations, payment schedules, de…
United States
·
finance
Commitment Letter for Financing
Drafts a U.S. financing commitment letter memorializing a lender's binding agreement to fund under specified economic terms, conditions precedent, an…
United States
·
finance
Commercial Promissory Note
Drafts UCC-compliant U.S. Commercial Promissory Notes for commercial real estate finance transactions. Produces negotiable instruments with principal…
United States
·
finance
Collateral Assignment of Contracts
Drafts a Collateral Assignment of Contracts assigning a borrower's contractual rights as security for debt under UCC Article 9. Triggers when securin…
United States
·
finance
Cognovit Promissory Note
Drafts a U.S. cognovit promissory note with confession of judgment clause, enforceability gate, and execution formalities. Use when preparing a comme…
United States
·
finance
Cognovit Promissory Note
Drafts cognovit promissory notes with confession of judgment provisions, gated by mandatory jurisdictional enforceability research, usury compliance,…
United States
·
finance
Closing Disclosure Tolerance
Applies U.S. TRID tolerance rules to compare a residential mortgage Closing Disclosure (CD) against the controlling Loan Estimate (LE). Classifies fe…
United States
·
finance
Closing Disclosure Timing Reference
Provides TRID Closing Disclosure timing compliance rules under 12 CFR § 1026.19(f). Covers the three-business-day receipt rule, dual business-day def…
United States
·
finance
Closing Disclosure
Drafts and reviews TRID-compliant U.S. residential Closing Disclosures, assembling all five pages of CFPB Form H-25, comparing to Loan Estimates, cla…
United 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,…