Search Skills
35 skills found
United States
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finance
Evidence of UCC Lien Release
Drafts an Evidence of UCC Lien Release documenting termination of a UCC-1 financing statement for U.S. transactional closings. Trigger when the user …
United States
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finance
Evidence of UCC Lien Release
Drafts Evidence of UCC Lien Release documents proving termination of security interests perfected under the Uniform Commercial Code. Extracts UCC-1 f…
United States
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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…
United States
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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…
United States
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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…
United States
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finance
Term Loan Agreement
Drafts U.S. corporate finance term loan agreements covering economic terms, covenants, collateral, events of default, and enforcement mechanics. Trig…
United States
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finance
Subordination Agreement
Drafts debt subordination agreements establishing senior/junior creditor priority, payment waterfalls, standstill provisions, turnover obligations, a…
United States
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finance
Security Agreement (Granting Lien)
Drafts UCC Article 9 security agreements granting first-priority liens on specified collateral. Covers party identification, collateral descriptions,…
United States
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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…
United States
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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, …
United States
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finance
Promissory Note (Residential)
Drafts enforceable residential promissory notes with party identification, principal/interest terms, payment schedules, default/acceleration provisio…
United States
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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
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finance
Mortgage Compliance Validation Skill
Validates mortgage advisor responses against three hardcoded compliance rules and returns structured JSON.
United States
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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
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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
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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
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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
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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
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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
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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
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finance
GLBA Expert
GLBA expert for financial institutions. Deep knowledge of Gramm-Leach-Bliley Act including Safeguards Rule (16 CFR Part 314), Privacy Rule (16 CFR Pa…
United States
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finance
Forbearance Agreement (Loan)
Drafts loan forbearance agreements that temporarily suspend lender enforcement rights during borrower default. Triggers when drafting forbearance agr…
United States
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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
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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…