Request Entity Review

Highland Law Entity Review Request Form

This form is for existing Highland Law clients to request entity review services.

Our legal team will review the entity documents for each borrowing entity, any sub-entities, and any entity guarantors. We will then prepare a memorandum summarizing our review and specifying the exact signature blocks recommended for the borrower and any guarantors.

Are you a GoDocs customer?(Required)

If you are a GoDocs customer and you desire an entity review for a loan that will be documented by GoDocs, submit your entity review order through the GoDocs customer website - do not submit your entity review order through this form.
If you are a GoDocs customer but wish to request an entity review for a loan that will not be documented by GoDocs you may proceed to use this form submit your entity review request.

Client Name(Required)

Enter your company name (the name of the Highland Law client that is requesting this entity review - not the borrower name).

Your Name(Required)

First Last

Enter your name.

Your Email(Required)

Email address of the person submitting this form on behalf of the Highland Law client.

Phone Number(Required)

Enter your phone number in case we need to call you with any questions.

Additional Emails

Enter additional emails, if any, where entity review email should be sent.

Is Client the Lender?(Required)

Is the Client the Lender for this loan?

Lender Name(s)

If the client is not the lender, enter the exact name of the lender as it will appear in the loan documents. If there are multiple lenders, enter them all here;

Loan Amount(Required)

Enter the loan amount.

Loan Number(Required)

Enter the loan number.

Property State(Required)

Enter the state where the real property security is located.

Borrower Name(Required)

Enter the exact legal name of the borrowing entity. If there are multiple entity borrowers, enter the first entity borrower here.

Borrower type(Required)

Limited liability company

Corporation

Nonprofit Corporation

Limited Partnership

General Partnership

Revocable Trust

Irrevocable Trust

Other

Borrower Formation State(Required)

Enter the borrower formation state. For trust borrowers, enter the trustee's residence state.

Does the borrowing entity have a sub-entity?(Required)

An example of a borrowing entity with a sub-entity is an LLC that has a corporation as a manager or member.

Enter Sub-Entity(ies)

Enter the name, entity type, formation state, and title of any sub-entities. For example: "Jones Corporation, a California corporation, Manager."

Multiple Borrowers?(Required)

Is there more than one entity borrower?

Additional Entity Borrowers

Enter the name(s), entity type(s), and formation state(s) of any additional entity borrowers.

Guarantors?(Required)

Will there be guarantors for this loan?

Guarantors

List all guarantors for the loan. For entity guarantors, include the exact legal name of the entity, the type of entity, and the formation state.

Upload Entity Documents(Required)

Drop files here or

Max. file size: 512 MB.

Upload all of the entity organizational documents for the borrower, any sub-entities who will sign for the borrower, and any entity guarantors.

Include the initial formation document (e.g., articles of organization), as well as any amendments.
Include all state filings that identify the officers, managers, and/or partners, as well as any amendments.
Include the operating agreement (for LLCs), partnership agreement (for partnerships), and bylaws (for corporations), as well as any amendments to those documents.
Include certificates of good standing, if available.

If the entity organizational documents exceed the maximum file size permitted, then email any documents you are unable to upload to [email protected]

Note: Failure to upload all required entity organizational documents will delay the completion of the entity review. Entity review orders are considered to be submitted for turnaround purposes only after all required entity organizational documents have been received.

Order Priority(Required)

Note: The rush charge is an additional 50% if the order is submitted (together with all entity documents) before the 20th day of the month. The rush charge is an additional 75% if the order is submitted (together with all entity documents) on or after the 20th day of the month. We are unable to work on entity review orders until all required entity documents are received, so please be sure to upload all entity documents.

Agreement to Pay Rush Charges(Required)

I understand and agree to pay the rush charges as described above.

Agreement to Highland Law Terms and Scope of Services for Entity Reviews(Required)

By checking this box, I agree to the Highland Law terms and scope of services for entity reviews that are set forth at https://highlandlaw.com/scope. I understand that once work has begun on this entity review the full amount of the fee shall be payable even if the entity review order is canceled before the entity review is completed.

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