Commercial Real Estate

Outside Counsel Loan Documentation Site

Welcome to the Truist Commercial Real Estate Outside Counsel Loan Documentation Site

This is a restricted website

This website provides access to loan documentation forms to be used for loans originated out of our Commercial Real Estate line of business. If you are documenting a loan secured by real estate originated out of our Commercial, Business Banking or Private Wealth Management lines of business, please visit the separate Outside Counsel Loan Documentation Site maintained for those transactions for the appropriate form documents (unless you are specifically instructed to use these form documents given the nature of a particular transaction).

This website is provided as a resource to Truist approved attorneys. By using this website, you may access some of the most commonly used Truist loan documents in standard Microsoft Word format.

Contact the appropriate Truist loan officer or legal contact (“Legal”) if you need transaction specific information to prepare a form or if you need access to additional Truist forms.

These forms are provided as a convenience for your use in preparing custom documentation. Additional documentation prepared by you for a transaction in which you are representing Truist may be used when an appropriate form is not available on this website provided you ensure that all required form updates have been incorporated in your documents. All forms are unprotected and may be edited by you to reflect the terms of a specific transaction.

Any documentation prepared by you using these forms will be considered custom attorney prepared documentation. You are solely responsible for the form and content of the documents, their application to a particular transaction, and determining whether a form or forms are sufficiently protective of Truist’s interests in a specific transaction.

Do not retain forms for use with non-Truist transactions or with future Truist transactions. Forms on this website will be updated periodically to include the current version of each form. The website password will also be updated periodically for security purposes.

These forms may be accessed only by Truist approved counsel. Do not share this website address or password with other outside counsel or other third parties, including Truist personnel.

Your use of this website and the forms provided confirms your acknowledgement and agreement to abide by the terms contained herein, the specific terms of any engagement letter or communication sent to you in connection with a specific transaction, and the SunTrust Guide for Outside Counsel (which will be updated to a Truist Guide for Outside Counsel), to the extent applicable to the subject loan transaction, and to ensure that all attorneys, paralegals and other employees of your firm so comply.

Unprotected form documents should never be provided to Truist representatives directly. If you will be emailing documentation to a Truist representative, convert the file to a PDF file before emailing the form.

For completion of real estate security instruments, please use the following information:

Address for purpose of legal notice and return of security documents:

Truist Bank
CRE Loan Admin Atlanta Office
Attn: Loan Servicing
303 Peachtree Street NE, 3rd Floor
Mail Code GA-ATL-803-05-03-40
Atlanta, GA 30308