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Finance

Plugin: us-finance Version: License: Apache-2.0 Skills: 35

Skills

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
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

finance legal skills for United States

The U.S. finance market runs through a dense regulatory lattice — the Federal Reserve, the OCC, the FDIC, the SEC, and the CFTC all assert authority over different corners of a single leveraged loan or structured product, making jurisdictional mapping a routine part of the work before any substantive drafting begins. Finance legal skills in the ThomasMore catalog are built for that layered environment, covering syndicated lending, asset-backed securitization, derivatives documentation, regulatory capital, and acquisition finance governed by New York or Delaware law.

Each skill is agent-ready and reachable over MCP or downloadable as a file, running concrete tasks such as screening a credit agreement against Regulation U margin requirements, drafting waterfall provisions for an ABS trust, or assembling a closing checklist for a leveraged buyout facility. The collection reflects the UCC Article 9 perfection mechanics and Dodd-Frank compliance obligations that define day-to-day U.S. finance practice, and open-source contributors maintain skills as regulatory guidance from the prudential agencies evolves. Whether you represent arrangers, borrowers, trustees, or swap counterparties, the catalog filters by practice sub-area, license, and author to surface what a live transaction actually requires. Run a search above or filter by deal type to put the right capability to work.