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When to use a mortgage agreement

  • Checkmark You are lending money to someone to pay for real estate
  • Checkmark You are a borrower taking out a loan to pay for a property
  • Checkmark You are helping a borrower or lender make a loan secured by real estate

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Create a mortgage agreement in 4 steps

Complete Obligations


Gather Information

As you complete your mortgage agreement, you will need to be able to provide some basic information about the parties involved and the property for transfer.

Man Laptop Questions


Complete Our Short Questionnaire

Use the information you collected to complete the mortgage agreement. We make this easy by guiding you each step of the way and helping you to customize your document to match your specific needs.

Review and Sign


Review and Sign

In most states, your mortgage agreement will be considered effective and executed once it has been signed by both parties.

File document / complaint


File Your Mortgage Agreement

It is highly recommended to file your mortgage agreement with the County Recorder’s Office or County Clerk’s Office. By recording your completed mortgage agreement as soon as possible, you gain legal protection from potential adverse claims by other parties.


Help Guide

Table of contents

LegalNature's mortgage agreement form allows you to quickly and easily customize an agreement that clearly sets out the rights and responsibilities of all parties to the mortgage. This help guide explains the various options and considerations when completing the agreement and provides a brief description of the key sections of the agreement.

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