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Letter of Agency (LOA) Form Template

Create a Clear and Concise LOA with Ease

Navigating the complexities of authorizing agents can be challenging without the right guidance. This Letter of Agency (LOA) form template serves businesses like yours, simplifying the process of delegating authority to third parties. By using this template, you can ensure legal clarity, save time on drafting, maintain accountability, and easily comply with relevant regulations. Plus, our WCAG-aligned labels make it accessible for everyone. Explore the live template to create your LOA now.

Use this Template (FREE) Live Preview
Principal full name
Company or organization (if applicable)
Email address
Phone number
Mailing address
Agent full name
Agent company or organization (if applicable)
Agent email address
Relationship to the principal
Employee
Contractor
Service provider
Attorney or legal representative
Family member
Friend or associate
Prefer not to say
Other
Please Specify:
Purpose of this authorization
Limitations or exclusions (if any)
Accounts, services, or identifiers covered
Actions authorized
Request or receive information
Access records or data
Represent me/us in communications
Submit applications or forms
Make inquiries about accounts
Negotiate terms (non-binding)
Sign documents on my behalf
Manage billing or payments
Other
Please Specify:
Effective start date
Effective end date (if applicable)
Duration of authorization
Ends on the end date provided above
Remains in effect until revoked by me/us
Valid only for a single transaction or event
I am the lawful owner or authorized representative and have authority to grant this authorization.
Strongly disagree
Disagree
Neither
Agree
Strongly agree
The information provided in this form is true, correct, and complete to the best of my knowledge.
Strongly disagree
Disagree
Neither
Agree
Strongly agree
Principal signature
Principal signature date
Agent signature (to acknowledge acceptance)
Agent signature date
{"name":"Principal full name", "url":"https://www.quiz-maker.com/QPREVIEW","txt":"Principal full name, Company or organization (if applicable), Email address","img":"https://www.quiz-maker.com/3012/images/ogquiz.png"}
Paper art illustration depicting a Letter of Agency form for FormCreatorAI article.

When to use this form

Use this form when you need to authorize a person or company to act for you in a specific finance or lending task. It is ideal if you want a funding advisor to collect documents and talk to lenders for a Small business loan intake form, or if you need a mortgage broker to organize items from the Mortgage pre-approval checklist form. You can also empower a consultant to submit a Commercial loan application form and follow up on status. This helps banks and partners share information with your agent without delay. With clear limits and dates, you keep control while your agent requests records, answers questions, and moves your file forward.

Must Ask Letter of Agency (LOA) Questions

  1. Whom are you authorizing as your agent?

    Naming the exact individual or business, plus title and contact details, verifies identity and prevents confusion. It also lets recipients confirm authority before sharing sensitive information.

  2. What actions may the agent take on your behalf?

    Defining allowed actions (request records, submit forms, communicate with lenders) sets clear boundaries. A precise scope reduces risk and speeds approvals because partners know what they can discuss with your agent.

  3. Which accounts, applications, or records are covered?

    List the accounts, loan files, and records covered so access is limited to what you intend. This avoids overreach and guides your agent to the right systems and documents.

  4. How long does this authorization last, and how can you revoke it?

    Stating start and end dates, plus how to revoke, keeps control in your hands. Time limits and a revocation method prevent stale permissions from being misused.

  5. Do you consent to the agent obtaining your credit report and related information?

    Explicit consent for credit pulls and verification is often required and prevents disputes. If you already use a Credit report request form, reference it here to align your authorization and reduce rework.

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