Special Offers

*Form Templates not eligible for volume discounts. A U.S. de novo financial institution is defined as one prior to public opening or one that has been open to the public for one year or less.

Want 60% off list price of specially selected policy and job description template products? Learn more about our special New Bank Bundle.

In order to qualify for our New Bank Discounts, including the New Bank Bundle, we must first verify your organization's status as a de novo financial institution by obtaining from you:

- The contact name and telephone number of the state and/or federal regulator you have submitted your application with; or

- If you have not yet submitted your application, contact information (telephone and/or website address) of a state business agency that we can verify your business license to organize a financial institution within your state.

This information is required for us to conduct our qualification process and we appreciate the opportunity to serve you.

Click here for some helpful advice on how to create the policy manual for your new bank.

Standard Volume Discounts

We offer Standard Volume Discounts to fit every budget. You can buy one policy at a time, or mix and match multiple policies, procedures or job descriptions and receive the following discounts based upon your order. Simply put - the more you buy, the greater discount you will receive:

10% Discount when you buy 5 of our Templates at the regular price.

25% Discount when you buy 15 of our Templates at the regular price.

50% Discount when you buy 25+ Templates at the regular price.

NOTE: Form Templates are not eligible for volume discounts.

Legacy Rewards Program

Our Legacy Rewards Program allows existing clients to include their past order(s) as credit towards volume discounts on new orders.

As an example, a client who has ordered three templates in the past places an order for two new policy templates. Rather than paying full price, our client receives a 10% discount on their new order since they reached the required number of templates (5) for that level of discount.

Policy and Job Description Bundle Package Discounts

Buy our policy or job description template bundles and save big!

Administrative Policy Template Bundle - $2,647.50

Compliance Policy Template Bundle - $2,387.50

Human Resources Policy Template Bundle - $875.00

Job Description Template Bundle - $1,350.00

Lending Policy Template Bundle - $2,767.50

Operational Policy Template Bundle - $1,342.50

All Policy Templates Bundle - $7,470.00

All Policy and Job Description Templates Bundle - $8,280.00

Form Template Volume Discounts

Buy our form templates by the bundle and save 50% off list price.

Administrative Form Template Volume A - Z - $175.00

Human Resources Form Template Volume A - Z - $80.00

Lending Form Template Volume A - Z - $375.00

Operational Form Template Volume A - Z - $675.00

All offers and prices as of 4/30/2008 and subject to change without prior notice.