LMA Documentation Hub

Our documents are generally available only in Word format, except for the LMA User Guides and markup versions which are only available in PDF format.

All new/updated versions of documents posted to the LMA website are also, if relevant, accompanied by markups clearly showing the changes since the last version(s) published. Both new/updated documents and associated markups can be found in the download section, adjacent to each document.

Select LMA documents are available to academic organisations or to students and lecturers for other academic purposes. For more information, contact the LMA on lmadocs@lma.eu.com. Otherwise LMA documents are available to members only.

All requests for historic documents must be made by existing members to lmadocs@lma.eu.com. Any historic documents requested will only be made available to members at a cost of £250 per document.

Please note that the LMA provides no guarantee that all historic copies of previously published documents are available.

There are two versions of LMA.Automate you can access as a member of the LMA – both the ‘free’ and the ‘premium’ version.

The 'free version' of LMA.Automate is incorporated alongside the full suite of static documents and may be accessed via the LMA Documentation Hub. If a particular document can be generated via LMA.Automate, this will be clearly illustrated via an LMA.Automate icon next to the document in question. Members will then be taken, via a secure website link, to an online questionnaire, enabling them to generate and download a document based on the answers selected.

Functionality will be limited to document generation  – i.e. unlike the premium version of the service, there is no ability to edit, self-automate, convert to house style, reverse engineer the questionnaire, store the document, track version history, review an audit trail, collaborate or negotiate a live document or extract or analyse data. This ‘premium’ LMA.Automate functionality will only be available to LMA.Automate subscribers (i.e. as is the case now) as will bespoke, dedicated platform support.  

The LMA.Automate questionnaire is an interactive tool designed to streamline the creation of facility agreements with an enhanced ranged of drafting options. 

1. Accessing the Questionnaire:
   1. Members log in to the LMA website using their secure credentials.
   2. The LMA.Automate icon containing the questionnaire link will appear next to the corresponding static document which they have searched for.

2. Filling in the Fields:

   1. The questionnaire consists of predefined fields where members input key details about the document, such as:
      1. Facility type;
      2. Currency; and
      3. Borrower and Guarantor structure. 
3. Dynamic inputs:
   1. As members complete the fields, the questionnaire dynamically adjusts to ensure all necessary information is captured. 
4. Document Generation:
   1. Once the questionnaire is completed, the platform will automatically generate a draft facility agreement tailored to the member’s inputs and available for immediate download on the member’s internal systems.

It should be noted that no personal data will be requested or can be included in the questionnaire. The document will also not be stored on any internal systems of the LMA.  

If you have additional questions or need support using the LMA.Automate questionnaire, please contact the LMA documentation support team at lmadocs@lma.eu.com.

LMA.Automate free version: 

• Available to all LMA members (excluding Africa members who only have access to the Africa suite of documents); and 
• Limited to document generation only. 

LMA.Automate premium version: 

• Separate subscription service available to LMA members for an additional quarterly subscription fee based on number of users (please visit Document automation for banks & law firms. LMA templates for more details); 
• Full version history/editing/accessibility to any documents created; 
• Ability to self-automate templates for internal precedents;
• Ability to convert documents to house style format;
• Collaboration in real-time, using track changes and comments;
• External parties, such as borrowers or other counterparties, can negotiate directly on the platform, with features like “pass the pen” making edits at any given time;
• Data capture, providing reporting and analytics tools to track trends and documents which can also be integrated with existing downstream systems for further analysis and tracking;
• Bespoke, dedicated platform support and training;
• Integration with internal systems and APIs, such as DocuSign and iManage; and
• Access to subscriber-led changes to the global LMA.Automate templates.  

All requests for historic documents must be made by existing members to lmadocs@lma.eu.com. Any historic documents requested will only be made available to members at a cost of £250 per document.

Please note that the LMA provides no guarantee that all historic copies of previously published documents are available.

The following pre-automated LMA templates are available to members via the LMA Documentation Hub:

• Bilateral ​Corporate Lending Facility ​Agreement; 
• Bilateral Corporate Lending Term Sheet; 
• Corporate Lending Facility Agreement; 
• Corporate Lending Term Sheet; 
• Mandate Letter; 
• Confidentiality Undertakings; 
• Secondary Trade Confirmations;
• Real Estate Finance (REF) Facility Agreement;
• REF Term Sheet; and
• REF Security Agreement.

The Corporate Lending Facility agreement is not available as a static document on the LMA Documentation Hub. It is derived from the Investment Grade Facility but it is not identical to it because it is intended to be a hybrid document incorporating both investment grade and leveraged features to accommodate a broad range of corporate lending scenarios. If you select an automated version of the "Investment Grade Facility Agreement" you will be directed to the Corporate Lending Facility so that you can create a document tailored to your requirements.

The static version of the bilateral facility agreement is not available as a static document on LMA Documentation Hub.  It has been produced to provide a bilateral facility structure (i.e. stripping out syndicated language from the LMA syndicated template) and to cover a wide range of potential corporate lending situations (including acquisition).

Yes – once we update our global static LMA templates, we will strive to ensure that these changes are reflected within the templates available on LMA.Automate. 

Please visit Document automation for banks & law firms. LMA templates for further details of the premium service.

Please visit Document automation for banks & law firms. LMA templates for further details of the premium service.