Document Preparation

Loan Document Request Form


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For lenders who need best-in-class loan documents so that they can sleep at night, Geraci has built its reputation on providing industry-leading documents.

Whether you are primarily a fix-and-flip originator, a complex commercial lending organization, or anything in between, our team of experts has a document solution in place for you.

We start by providing best-in-class compliance and structuring advice so that you can determine what is the right document structure in the first place. Then our team of expert attorneys prepares custom document packages designed to protect your interests.

After the preparation of documents, our team of experts can expertly shepherd your transaction through the loan closing process including the review of executed documents, settlement items, insurance, proformas, or any other closing requirements relevant to your loan closing.

You are empowered to pick and choose which services make sense for your loan. We provide custom flat fee pricing solutions specifically tailored to your needs on a deal by deal basis.

For our loan documentation services, we provide loan documents in all 50 states. Common loan products include:

Construction (Ground Up or Cosmetic) Commercial (Office, Industrial, Warehouse, NNN, Shopping Center, Retail, Special Use, Hospitality, Self-Storage, Mixed-Use) UCC Loans
Cannabis lending Unsecured Loans
Lines of Credit (Revolving and Fixed) Residential Warehouse Lines of Credit
SBA/USDA Loans Multifamily Shared Appreciation Loans
Mezzanine Land (Raw and Entitled) Seller Carryback Financing
Rental Leasehold interests

Additionally, we advise and prepare the following ancillary loan documents when advised for your loan closing:

Intercreditor Agreements Deposit Account Control Agreements SPE/SPV Restrictive Agreements
Subordination Agreements
Estoppels Side Letters Corporate Authorizations and Consents
Lockbox Membership Pledge Disclosure Packages
Cash Management Agreements Collateral Security Agreements Limited / Bad Boy Guarantees
CLO Nonconforming Tapes Assignments of Permits, Plans and Professionals Opinion Letters
UCC Indemnity Agreements Comfort Letters


Beyond the preparation of loan documents, your lending business needs other transactional documents. Our team is here to help you with the preparation of all documents you will need to succeed in the marketplace.

Secondary Market Documentation

Once you make the loan, you may be considering selling, participating, hypothecating or otherwise conducting a secondary market transaction with your loan. Know that our team is in your corner and will be able to provide you peace of mind through any secondary market transaction. We commonly prepare and negotiate for both sides the following documents for a secondary market transaction:

Master Purchase and Loan Sale Agreement Single Loan Sale Agreement Hypothecations
Loan Participations
A/B Sales Collateralized Loan Obligations (CLO) and
other securitization preparation

Agreements for Portfolio Lenders

Often times after you make a loan, you will need to make small or large changes to the underlying loan documents. Our team has tremendous depth and experience in the preparation and negotiation of the following:

Modification Agreement Loan Assumption Agreement Addenda
Extension Agreement Change In Terms Amendments

Non-Loan Related Documents

You’re also an operating business. For mortgage professionals we prepare and negotiate many side agreements not directly related to a loan file such as:

Broker Agreement A/B Investor Agreements NDA
Loan Servicing Agreement LOIs Non-Circumvent
Yield Spread Agreement Procurement Agreement

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