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  3. Mortgage Proposal Template


Mortgage Proposal Template

Prepared for:

Prepared by:


By signing this Mortgage Proposal agreement, both [Client.FirstName][Client.LastName] and [Sender.Company] agree to its legal precedent and binding contractual agreement as it pertains to this real estate loan proposal, loan application, and more.

This agreement, signed by both [Client.FirstName][Client.LastName] and [Sender.Company], is the legal recognition of the agreement constructed with the intention to facilitate, foster, and maintain a business relationship between the two parties within the agreement.

By signing this document, both [Client.FirstName][Client.LastName] and [Sender.Company] therefore accept the terms of the agreement.

Within the specific terms of this mortgage proposal template, the term “client” refers to the party signing on to work with the broker company or broker in this specific circumstance.

Within this mortgage proposal agreement, the term “broker” or “brokerage company” means the brokerage company or individual within the agreement, whereas, the “brokerage services” or “mortgage services” reflect those services provided by the broker or brokerage company within the agreement.

By signing this mortgage proposal agreement, both [Client.FirstName][Client.LastName] and [Sender.Company] acknowledge maintaining a business relationship in order to achieve the verified tasks.

By signing this agreement, both [Client.FirstName][Client.LastName] and [Sender.Company] agree to the contract of this proposal, verifying they recognize said contract as legally binding – each agrees to perform their duties.

Terms & Conditions

By signing this agreement, both [Client.FirstName][Client.LastName] and [Sender.Company] recognize that the client is seeking a mortgage loan that has been based upon the client’s financial statements, on the terms that it be:

Secured by the following described real property:

enter property description here

Minimum amount of loan:[Center minimum $ amount of the loan]

Maximum amount of loan:[Center maximum $ amount of the loan]

Maximum interest rate:[Center the maximum interest rate %]

If the contract between [Client.FirstName][Client.LastName] and [Sender.Company] is exclusive, the broker shall act as the sole broker for obtaining the mortgage for a period of {Start.Date} until {End.Date}.

The client is to provide details necessary for obtaining a mortgage loan, including but not limited to a business plan, previous home loan information, an executive summary of assets, previous refinance details and more.

Upon obtaining a loan, the broker shall be entitled to an agreed-upon commission [percentage of the commission].

Disclosure Agreement

Both [Client.FirstName][Client.LastName] and [Sender.Company] agree to mutually non-disclose any information they each provide to each other and shall take the necessary, agreed-upon steps to non-disclose the information they provided to each other.

Signature, Agreement, & Acceptance

By signing this document, both [Client.FirstName][Client.LastName] and [Sender.Company] agree in entirety to the terms of this legally binding agreement.

Both [Client.FirstName][Client.LastName] and [Sender.Company] agree that the mortgage proposal agreement will be enacted on the agreed-upon date for the recognized period of [Number of Years] years.

With signatures on this contract from both [Client.FirstName][Client.LastName] and [Sender.Company], the entirety of this agreement will be upheld, and by signing, both parties agree to enforce and uphold the full terms of the contract until its expiration date.









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