AI Loan Agreement Generator

Structuring Loan Agreements for Different Scenarios

Different loan types require different agreement structures. Business loans need detailed covenants and reporting requirements. Real estate loans require property-specific provisions and subordination terms. Shareholder loans must address equity conversion options and subordination to senior debt. Family loans need clear repayment terms to satisfy IRS requirements. Our generator adapts the agreement structure to your specific lending scenario.

Protecting Lender Interests in Loan Documentation

Strong loan documentation protects the lender through comprehensive representations and warranties, meaningful financial covenants with appropriate thresholds, properly perfected security interests in collateral, personal guarantee provisions where appropriate, and well-defined default triggers with clear remedies. Our generator creates agreements that provide robust lender protections while maintaining commercially reasonable terms.

Frequently Asked Questions

What should a loan agreement include?

A comprehensive loan agreement should cover the loan amount and disbursement conditions, interest rate and calculation method, repayment schedule and maturity date, prepayment terms, collateral and security interests, borrower representations and warranties, financial covenants, events of default and remedies, personal guarantees if applicable, and governing law. More complex commercial loans include additional provisions for reporting, insurance, and borrowing base calculations.

What is the difference between secured and unsecured loans?

A secured loan is backed by collateral — specific assets that the lender can seize if the borrower defaults. Common collateral includes real estate, equipment, inventory, and accounts receivable. An unsecured loan has no collateral backing and relies solely on the borrower's creditworthiness and promise to repay. Secured loans typically offer lower interest rates because the lender's risk is reduced by the collateral.

What are loan covenants?

Loan covenants are contractual requirements that the borrower must comply with during the loan term. Affirmative covenants require specific actions (maintaining insurance, filing tax returns, providing financial statements). Negative covenants prohibit certain actions (taking on additional debt, paying dividends, selling assets). Financial covenants require maintaining specific ratios (debt-to-equity, current ratio). Covenant violations can trigger default provisions.

What events typically trigger default in a loan agreement?

Common events of default include failure to make payments when due, breach of representations or covenants, cross-default on other debt obligations, bankruptcy or insolvency of the borrower, material adverse change in the borrower's financial condition, change of control of the borrowing entity, and loss or impairment of collateral. Default provisions should include notice requirements and cure periods where appropriate.

Do I need a loan agreement for a family loan?

Yes, documenting family loans is important for several reasons: the IRS may reclassify undocumented loans as gifts subject to gift tax, proper documentation establishes the lender's basis for claiming bad debt deductions if the loan is not repaid, it prevents family disputes about terms and expectations, and it demonstrates the transaction is a legitimate loan for tax purposes. Use at least a minimum AFR interest rate.

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