Financial Agreement

About this category:

Financial Agreement documents are legally binding contracts that define the terms of a financial transaction.

Templates in this category:

Broker-Dealer Financial Notifications Schedule

This template outlines the financial notifications that broker-dealers must submit to the SEC and FINRA.

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Brokerage Contract: Exclusive Right to Lease Listing Contract (Commercial Lease)

This online document provides a template brokerage contract that outlines favorable clauses for both the owner and broker, and can be tailored to meet the parties' needs.

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3

Brokerage Contract: Exclusive Right to Sell Listing Contract (Commercial Sale)

This online document provides a template form of brokerage contract that gives a broker the sole right to sell commercial real property on behalf of the owner, with clauses favorable to both parties that can be tailored to their needs.

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Cross-Receipt: Rule 144A Offerings

A cross-receipt template is delivered at the closing of a Rule 144A offering of debt securities, confirming receipt of debt securities by initial purchasers and net proceeds by the issuer.

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FINRA Broker-Dealer template Procedures: Accounts at Other Broker-Dealers (FINRA Rule 3210)

This document template provides a set of policies and procedures to help a broker-dealer comply with FINRA Rule 3210.

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Financial Hardship Letter

This is a template letter from a borrower to a lender requesting a modification or adjustment on their outstanding debt due to financial hardship.

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Interest Rate Swap Agreement (Genie AI)

Are you looking for an Interest Rate Swap Agreement template? This template provides a comprehensive and legally binding contract between two parties that outlines the terms and conditions of an interest rate swap transaction. The document covers the exchange of a fixed rate of interest for a floating rate of interest, the payment obligations of each party, the calculation of the interest rate, and the termination of the agreement. This template ensures that both parties understand the terms of the agreement and provides legal protection in the event of a dispute. Get your Interest Rate Swap Agreement template today for a comprehensive and legally binding contract.

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LLC Consent (Property Acquisition and Financing) (Georgia)

This consent template authorizes the managing member of a Georgia LLC to purchase and finance commercial Property by entering into a purchase and sale contract and loan contract, and executing and delivering all other documents necessary to complete the closing.

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LLC Consent (Property Financing) (Delaware)

This document template provides a consent form for a Delaware LLC to authorize the managing member to enter into a loan and execute all necessary documents for closing the transaction.

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LLC Consent (Property Financing) (Massachusetts)

This consent template authorizes the managing member of a Massachusetts LLC to enter into a loan contract and execute the necessary documents to refinance its real property mortgage loan.

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LLC Consent (Property Financing) (New Jersey)

This consent template form allows the managing member or designated members of a New Jersey LLC to enter into a loan contract and execute all necessary documents to close the loan transaction.

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LLC Consent (Property Financing) (New York)

This consent authorizes the managing member of an LLC in New York to enter into a loan for commercial Property and to execute all necessary documents for closing the transaction.

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LLC Consent (Property Financing) (Pennsylvania)

This consent template authorizes the members of a Pennsylvania LLC to enter into a loan contract and execute the necessary documents to close the transaction for financing commercial Property.

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LLC Consent (Property Financing) (Texas)

This consent template form allows the managers, members, or appointed officers of a Texas LLC to enter into a loan contract and execute documents necessary to complete the loan closing.

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LLC Consent for Manager-Managed Company (Property Financing) (Florida)

This consent authorizes the managers of an LLC to enter into a loan for financing commercial property and to execute all necessary documents for closing the transaction.

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4

Letter from Seller Responding to Buyer's Demand For Adequate Assurances

This template provides a seller of goods with a letter responding to a buyer's demand for adequate assurances against anticipatory repudiation or breach of contract under Section 2-609 of the Uniform Commercial Code, with integrated notes and drafting tips.

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Letter to Financial Institution: Transfer of Accounts to Revocable Trust (Florida)

This document template provides instructions for transferring financial accounts to a revocable trust in Florida, with integrated notes and drafting tips.

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Letter to Financial Institution: Transfer of Accounts to Revocable Trust (Illinois)

This document template provides instructions for transferring financial accounts to a revocable trust in Illinois, with integrated notes and drafting tips.

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Letter to Financial Institution: Transfer of Accounts to Revocable Trust (Pennsylvania)

This document template provides instructions for transferring financial accounts to a revocable trust, with integrated notes and drafting tips.

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Payoff Letter

This is a payoff letter template used to request repayment of a loan and termination of the loan contract.

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Secured Guaranty (Genie AI)

Are you looking for a legal document to secure a loan or other financial obligation? If so, then a Secured Guaranty template may be the perfect solution for you. This document provides a guarantee that the borrower will repay the loan or other financial obligation in full and outlines the terms and conditions of the loan, including the interest rate, repayment schedule, and any other relevant details. Additionally, this document can be used when a lender requires additional security to ensure that the loan is repaid in full. With this Secured Guaranty template, you can rest assured that your loan or other financial obligation is secure and legally binding.

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Subordination, Non-Disturbance, and Attornment Contract (SNDA) (Lender-friendly) (Massachusetts)

This template is a form of contract that establishes lien priority of a mortgage over a commercial lease in Massachusetts, with provisions for subordination, attornment, landlord defaults, lease amendments, and mortgage protection.

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