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Documents

Commitment Letter

Loan Closing Checklist

Title Insurance Requirements

Survey Requirements

Addendum to Loan Closing Statement

Bilateral Construction Loan Agreement (Daily Simple SOFR)

Bilateral Construction Loan Agreement (Term SOFR)

Bilateral Term Loan Agreement (Daily Simple SOFR)

Bilateral Term Loan Agreement (Term SOFR)

Promissory Note

Guaranty (Payment, Completion, Non-Recourse Carveouts)

District of Columbia Deed of Trust and Security Agreement

Florida Mortgage and Security Agreement

Georgia Deed to Secure Debt and Security Agreement

Maryland Deed of Trust and Security Agreement

North Carolina Deed of Trust and Security Agreement

South Carolina Mortgage and Security Agreement

South Carolina Notice of Waiver of Appraisal Rights

South Carolina Waiver of Appraisal Rights

Tennessee Deed of Trust and Security Agreement

Virginia Deed of Trust and Security Agreement

Environmental Indemnification Agreement

Assignment of Leases and Rents

Assignment and Subordination of Management Agreement

Assignment of Contracts, Plans and Permits

Contractor's Consent, Agreement and Certificate

Architect and Engineer Consent, Agreement and Certificate

Subordination Agreement

Cash Management Agreement

Deposit Account Control Agreement (CRE Cash Management)

SNDA

SNDA (Post-Closing Form)

SNDA - Instructions to Drafter and Negotiation Points

SNDA Abstract Form

Collateral Assignment of Hedge (3rd party hedge provider)

Collateral Assignment of Hedge (TCE as Lender)

Exhibit B to UCC Financing Statement

Borrower Affidavit

Tenant Estoppel Certificate

Flood Compliance Certificate

Third Party Report Release Letter

Reliance Letter for Environmental Reports

Syndicated Forms

Syndicated Construction Loan Agreement (Daily Simple SOFR)

Syndicated Construction Loan Agreement (Term SOFR)

Syndicated Term Loan Agreement (Daily Simple SOFR)

Syndicated Term Loan Agreement (Term SOFR)

Promissory Note

Guaranty (Payment, Completion, Non-Recourse Carveouts)

Georgia Deed to Secure Debt and Security Agreement

Syndicated Tennessee Deed of Trust and Security Agreement

Environmental Indemnification Agreement

Assignment of Leases and Rents

Assignment and Subordination of Management Agreement

Assignment of Contracts, Plans and Permits

Contractor's Consent, Agreement and Certificate

Architect and Engineer Consent, Agreement and Certificate

Cash Management Agreement

SNDA

Syndicated SNDA (Post-Closing Form)

Collateral Assignment of Hedge (3rd party hedge provider)

Borrower Affidavit

Exhibit B to UCC Financing Statement

Prior Communication

SunTrust Guide for Outside Counsel

CRE Communication to Outside Counsel November 2019 (Merger and Name Change)

CRE Communication to Outside Counsel June 24, 2019 (Notice Address Change and Other Updates)

CRE Communication to Outside Counsel September 26, 2018 (LIBOR and HVCRE Updates)

CRE Communication to Outside Counsel September 10, 2018 (Swap-Related Updates; Loan Assumption Rights)

CRE Communication to Outside Counsel June 2018 (HVCRE Bene Owner Certificate etc.)

Bulletin: Updates to CRE form Loan Agreements (10.24.17)

Outside Counsel Bulletin (various topics; 8.18.2014)

Bulletin : The EU Bail-In Rule and CRE Syndicated Loan Documents (2.08.16)

Flood Insurance Regulatory Compliance Bulletin (9.21.2015)

Flood Insurance Compliance Bulletin (Personal Property) - Residential Homebuilder Loans (6.9.2015)

Loans with Cash Management Bulletin (2.4.2015)

HVCRE Bulletin

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Disclosures

Truist Bank, Member FDIC. © 2023 Truist Financial Corporation. Truist, the Truist logo and Truist Purple are service marks of Truist Financial Corporation.

Equal Housing Lender

Investment and Insurance Products:

  • Are Not FDIC or any other Government Agency Insured
  • Are Not Bank Guaranteed
  • May Lose Value

Services provided by the following affiliates of Truist Financial Corporation (Truist): Banking products and services, including loans and deposit accounts, are provided by Truist Bank, Member FDIC. Trust and investment management services are provided by Truist Bank, and Truist Delaware Trust Company. Securities, brokerage accounts and /or insurance (including annuities) are offered by Truist Investment Services, Inc., and P.J. Robb Variable, LLC., which are SEC registered broker-dealers, members  FINRA SIPC and a licensed insurance agency where applicable. Investment advisory services are offered by Truist Advisory Services, Inc., GFO Advisory Services, LLC, Sterling Capital Management, LLC, and Precept Advisory Group, LLC, each SEC registered investment advisers. Sterling Capital Funds are advised by Sterling Capital Management, LLC. Insurance products and services are offered through McGriff Insurance Services, LLC. Life insurance products are offered through Truist Life Insurance Services, a division of Crump Life Insurance Services, LLC, AR license #100103477. Both McGriff and Crump are wholly owned subsidiaries of Truist Insurance Holdings, LLC.

Mortgage products and services are offered through Truist Bank. All Truist mortgage professionals are registered on the Nationwide Mortgage Licensing System & Registry (NMLS), which promotes uniformity and transparency throughout the residential real estate industry. Search the NMLS Registry.

Comments regarding tax implications are informational only. Truist and its representatives do not provide tax or legal advice. You should consult your individual tax or legal professional before taking any action that may have tax or legal consequences.

"Truist Advisors" may be officers and/or associated persons of the following affiliates of Truist, Truist Investment Services, Inc., and/or Truist Advisory Services, Inc. Truist Wealth, International Wealth, Center for Family Legacy, Business Owner Specialty Group, Sports and Entertainment Group, and Legal and Medical Specialty Groups are trade names used by Truist Bank, Truist Investment Services, Inc., and Truist Advisory Services, Inc.

Truist Securities is a trademark of Truist Financial Corporation. Truist Securities is a trade name for the corporate and investment banking services of Truist Financial Corporation and its subsidiaries. All rights reserved. Securities and strategic advisory services are provided by Truist Securities, Inc., member FINRA and SIPC. Lending, financial risk management, and treasury management and payment services are offered by Truist Bank. Deposit products are offered by Truist Bank.

Applications, agreements, disclosures, and other servicing communications provided by Truist Bank and its subsidiary businesses will be provided in English. As a result, it will be necessary for customers to speak, read and understand English or to have an appropriate translator assisting them. Truist offers the following resources for consumers that have Limited English Proficiency:

  • Multilingual teammates available at our Multicultural Banking Centers
  • Materials for some products and services are available in Spanish, Korean, Vietnamese, Mandarin, and other languages spoken in the communities we serve.
  • Phone assistance in Spanish at 844-4TRUIST (844-487-8478), option 9. For assistance in other languages please speak to a representative directly.

New York City residents:

Translation or other language access services may be available. When calling our office regarding collection activity, if you speak a language other than English and need verbal translation services, be sure to inform the representative. A description and translation of commonly-used debt collection terms is available in multiple languages at http://www.nyc.gov/dca.

  • Limited English Proficiency Support
  • New York City residents

Borrowers with Limited English Proficiency (LEP) needing information can use the following resources:

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