Auto-fill a loan agreement in Word

What a loan agreement involves

A loan agreement records money lent between two parties: the amount, the interest, the repayment schedule and what happens on default. Law offices prepare them from a settled template for private loans, shareholder loans and bridge financing.

The template carries the protective clauses; the copy work is the parties' identity details, the figures and the dates. A wrong digit in the amount or the account number is exactly the mistake careful copying is supposed to prevent.

The data that gets filled in

• Lender: full name or company, address, ID or registration number
• Borrower: full name or company, address, ID or registration number
• Loan amount and currency
• Interest rate
• Repayment schedule and final maturity date
• Bank account for disbursement

The values usually arrive in:

• Photos or scans of the parties' IDs or company extracts
• The term sheet, email or note with amount, rate and schedule
• A bank statement or slip with the account number

How to fill a loan agreement with Run Done

• Upload your loan agreement template. The Word document your office already uses, opened without changing how it looks.
• Add the materials. Photos, scans, PDFs or text with the details in them.
• The data is entered for you. Each value lands in the right place; fonts, headers and layout stay unchanged. Anything that cannot be found stays empty rather than guessed.
• Review and download. Confirm or correct every value, then download the finished Word file. Save the document to fill the next one with one click, or do it inside Word itself with the Word add-in.

Common questions