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Shareholder Agreement Generator

1

Retainer Agreement

In the settings configure a service schedule and a fee schedule for your shareholder agreement matters and instantly generate retainers setting out your fees and the services included and excluded in detail. Send the retainer to the client using Nojumi’s e-signing service.
2

Client Intake

Save time on client intake by sending the intake form to the client via email. You are also able to send intake forms to each of the shareholders or directors so that each person can enter their own information.
3

Automated Emails

Configure standard email templates in the settings and send customized correspondence to shareholders, directors or officers in only seconds. You can also configure the attachments to the email templates.
4

Document Generation

Generate the shareholder agreement in seconds. Upon reviewing and approving the agreement, you can send it to the shareholders for e-signing directly from within Nojumi without the need to prepare the documents for e-signing.
5

Automated Scheduling

Schedule the signing and other meetings with Nojumi's scheduling feature. The shareholders will be provided with your availability to select from taken directly from your calendar. If more than one staff members are to attend a meeting, their joint availability is provided to the shareholders.
6

Statement of Account

Generate the Statement of Account, e-sign and send it to the client via an automated email communication. If you charge standard fees for shareholder agreements, generate your statement of account on the basis of the configured legal fees.

Shareholder Agreement Preparation

Our shareholder agreements are fairly detailed and cover a wide range of provisions from decision-making to shotgun clauses, to rights of first refusals and transfer events. When you prepare a shareholder agreement, you have access to the corporation’s Electronic Minute Book and as such you won’t have to re-enter the basic information for the corporation.

$150 per Entity

Let's get started

If you regularly act for Private Mortgage lenders and wish to automate your practice, get yourself a Nojumi account and benefit from the many automated solutions it offers. As part of our onboarding program, in addition to setting up your account, we will walk you through your first closing to make sure you learn to fully utilize the program’s features.

Contact Us

Address:

255 Duncan Mill Rd, Suite 710
Toronto, Ontario M3B 3H9

Email:

sales@nojumi.com
support@nojumi.com