What documents are included in the LRBA Suite?

Question

What documents are included in the LRBA Suite?

Answer

The LRBA Suite template covers the establishment of the Holding (Bare) Trust and the LRBA (Limited Recourse Borrowing Arrangement) documents.

The template can be accessed from Menu > Create Document > Loans > LRBA Suite:

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The documents produced will depend on the selections made when completing the interview form.

If "New Holding Trust & LRBA" is selected

Documents included will be:

  • Holding Trust Deed
  • LRBA Checklist
  • LBRA Minutes
  • LRBA New Loan Agreement
  • LRBA PDS

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If "Amending Existing Agreement" is selected

Documents included will be:

  • Amendment to LRBA Arrangement
  • LRBA Checklist
  • LRBA Minutes Amendment
  • LRBA PDS

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If "LRBA Refinancing with Existing Lender" is selected

Documents included will be:

  • LRBA Checklist
  • LRBA Minutes Refinance
  • LRBA New Loan Agreement
  • LRBA PDS

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If "LRBA Refinancing with New Lender" is selected

Documents included will be:

  • LRBA Checklist
  • LRBA Minutes Refinance
  • LRBA New Loan Agreement
  • LRBA PDS

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