Pocket Lender Forms


The pocket lender package of forms provides a simple note and deed and payoff calculator for making private loans.


The Pocket Lender Package of forms is designed for making simple loan documents for private lending. This package of forms includes the following documents:

  • Standard Note
  • Standard Trust Deed
  • Lender’s Letter (proof of funds for borrower)
  • Payoff calculating spreadsheet

The forms are fairly easy to fill out and come with limited instructions. You should be somewhat familiar with notes and deeds before using. There may also be regulations about lending in your area. You should consult an attorney before using.

Upon completion of payment, you will get a confirmation screen with a DOWNLOAD button. You may download these forms 1 time and it must be downloaded within 3 days.