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Draft and save the loan agreement

On the Loan agreement tab you draft the loan agreement from a template, edit the text and save the result. This gives every financing a ready-made agreement with a signature block.

Draft and save the loan agreement

  1. Open the financing for which you want to draft the agreement;
  2. Click the Loan agreement tab;
  3. Click Load default text to open the fill-in wizard and choose a template;
  4. Complete the wizard and click the button to generate the contract — the text appears in the editing field;
  5. Edit the text in the text field if needed;
  6. Click Save to save the agreement.

After saving you can view the PDF via Show PDF or download it via Download PDF.

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Updated on 9/1/2026

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