Tools › Industries › Finance and Insurance › Invoice for Financial Services

Invoice for Financial Services (Credit Intermediation)

Credit Intermediation and Related Activities · NAICS 522 · Invoice for Financial Services

In the credit intermediation industry, your revenue depends on accurately billing for complex services like loan origination, mortgage brokering, and credit analysis. A generic invoice won't capture the nuances of your fee structures or the regulatory expectations of your clients. This invoice template is specifically designed for NAICS 522 businesses, helping you itemize fees, separate reimbursements, and maintain professionalism. Whether you're a mortgage broker, commercial loan intermediary, or credit consultant, this tool ensures your invoices are clear, compliant, and easy for clients to process.

When you need this document

After closing a residential or commercial mortgage loan where you earned an origination fee or commission.
For ongoing credit consulting or financial advisory services billed on a monthly or project basis.
When billing a business for loan packaging, credit analysis, or loan processing services.
To invoice for a one-time fee arrangement, such as a fee-only credit counseling session.
When you need to bill for reimbursable expenses (e.g., credit report fees) alongside your service fee.

What the generated draft includes

Invoice header with unique invoice number, issue date, and payment due date.
Detailed billing information for both your company and the client.
Itemized service description field with industry-specific terminology.
Separate line for expense reimbursements and service fees.
Payment terms and methods, including wire, ACH, and check options.
Professional notes section with compliance disclaimers.

Frequently asked questions

How is this invoice different from a generic service invoice?

This invoice is tailored to credit intermediation, allowing you to specify services like 'loan origination fee' or 'mortgage broker commission' and include a disclaimer that the invoice is not a loan commitment. It also includes fields for NMLS ID and expense reimbursements common in this industry.

Can I use this invoice for mortgage broker commissions?

Yes, you can itemize the commission as a service fee. However, ensure you comply with state and federal regulations regarding disclosure of broker compensation. This invoice provides a clear breakdown that helps with transparency.

What payment terms should I set?

Standard terms are net 15 or net 30, but you can customize. If you charge late fees, verify that your state allows them and specify the rate. Many credit intermediaries require payment before releasing loan documents, so you may set 'due upon receipt'.

Self-help document generator: you get a structured draft based on the facts you provide. It is not legal, tax, or financial advice; verify jurisdiction-specific rules before sending.