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Deed of Trust and Security Agreement

Draft Deeds of Trust in Minutes, Not Hours

25 minutes with CaseMark

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Upload your documents and get a finished work product in minutes. New accounts get $5 free to run their first skill.

25 minutes with CaseMark

What you'll need

  • Loan Agreement or Promissory Note
  • Property Legal Description
  • Party Information

SOC 2 Type II · HIPAA compliant · $5 free credit

Workflow

Overview

Drafting deeds of trust and security agreements manually requires hours of research across UCC provisions, state-specific foreclosure laws, and standard industry clauses. Attorneys must verify party definitions, ensure compliance with Article 9 requirements, and cross-reference multiple jurisdictional sources—all while maintaining accuracy in complex real property and personal property descriptions.

Drafting comprehensive Deeds of Trust with integrated UCC security agreements requires extensive research into state-specific foreclosure laws, UCC Article 9 requirements, and dual-collateral provisions. Attorneys spend hours ensuring proper granting language, trustee powers, default remedies, and jurisdictional compliance while coordinating real and personal property security interests. Manual drafting risks inconsistencies between property types and missed state-specific requirements.

CaseMark automates the entire deed of trust drafting process by extracting transaction details from your documents and generating jurisdiction-specific instruments that seamlessly integrate real property conveyances with UCC security agreements. The system researches applicable state law requirements, incorporates proper foreclosure procedures, and ensures compliance with both recording statutes and UCC filing rules. Get professionally drafted, attorney-ready documents in minutes instead of hours.

How it works

  1. 1. Upload your documents

  2. 2. AI analyzes and extracts key information

  3. 3. Review and customize the generated content

  4. 4. Export in your preferred format (DOCX, PDF)

What you get

  • Parties (Grantor, Trustee, Beneficiary)

  • Recitals

  • Grant of Deed of Trust

  • Security Agreement

  • Representations and Warranties

  • Covenants

  • Events of Default

  • Remedies

  • Governing Law and Miscellaneous

  • Signatures and Execution

What it handles

  • Parties (Grantor, Trustee, Beneficiary)

  • Recitals

  • Grant of Deed of Trust

  • Security Agreement

  • Representations and Warranties

  • Covenants

  • Events of Default

  • Remedies

  • Governing Law and Miscellaneous

  • Signatures and Execution

Required documents

  • Loan Agreement or Promissory Note

    The underlying loan document containing principal amount, interest rate, payment terms, and maturity date

    PDF, DOCX

  • Property Legal Description

    Complete legal description of the real property, including assessor's parcel number and street address

    PDF, DOCX

  • Party Information

    Full legal names, addresses, and organizational details for Grantor, Trustee, and Beneficiary

    PDF, DOCX, XLSX

Supporting documents

  • Title Report or Title Commitment

    Preliminary title report showing existing encumbrances, exceptions, and chain of title information

    PDF

  • Personal Property Collateral List

    Detailed inventory of personal property collateral including equipment, fixtures, and serial numbers

    PDF, DOCX, XLSX

  • Survey or Property Appraisal

    Property survey showing boundaries, improvements, easements, and encroachments

    PDF

  • Environmental Assessment

    Phase I or Phase II environmental site assessment for environmental compliance provisions

    PDF

  • Existing Lease Agreements

    Current tenant leases requiring subordination, non-disturbance, and attornment provisions

    PDF, DOCX

Why teams use it

Generate complete deeds of trust in 12 minutes vs. 4.5 hours manually

Automatic UCC Article 9 compliance verification with cited legal sources

Jurisdiction-specific remedies and foreclosure provisions tailored to your state

Integrated web research for current legal standards from bar associations and official resources

Comprehensive coverage of both real property and personal property security interests

Questions

What's the difference between a deed of trust and a mortgage?

A deed of trust involves three parties (borrower/grantor, lender/beneficiary, and trustee) and allows non-judicial foreclosure in most states, while a mortgage involves only two parties and typically requires judicial foreclosure. Deeds of trust convey legal title to a neutral trustee who can conduct a trustee's sale upon default, making foreclosure faster and less expensive. CaseMark automatically incorporates the correct structure and foreclosure provisions based on your jurisdiction's requirements.

How does CaseMark handle both real and personal property collateral?

CaseMark creates a dual-purpose instrument that grants a deed of trust for real property while simultaneously creating a UCC Article 9 security interest in personal property, fixtures, and equipment. The system ensures the real property description meets recording requirements while the personal property description satisfies UCC sufficiency standards. It also includes provisions for both trustee sale remedies and UCC disposition rights, with proper authorization for UCC-1 financing statement filing.

Does the deed of trust include state-specific foreclosure requirements?

Yes, CaseMark researches and incorporates jurisdiction-specific foreclosure procedures including required notice periods, publication requirements, trustee sale conduct rules, and redemption rights. The system accounts for whether your state follows title theory, lien theory, or intermediate theory, and includes appropriate provisions for deficiency judgments where applicable. All trustee powers and foreclosure procedures comply with your state's current statutes and case law.

Can I customize the covenants and default provisions?

Absolutely. While CaseMark generates comprehensive standard covenants covering insurance, taxes, maintenance, and compliance with laws, you can modify any provision to match your specific transaction requirements. The system includes both affirmative and negative covenants with appropriate cure periods, and you can add transaction-specific requirements such as environmental compliance, subordination provisions, or restrictions on property use based on your uploaded documents and instructions.

How long does it take to generate a complete deed of trust?

CaseMark typically generates a comprehensive, attorney-ready Deed of Trust and Security Agreement in 20-25 minutes after you upload your transaction documents. This includes extracting party information, property descriptions, and loan terms, researching applicable state law requirements, and drafting all necessary provisions with proper execution blocks. Compare this to the 6-7 hours typically required for manual drafting and research.

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