Welcome! This is a guided workflow tool for drafting, negotiating, and executing a Deposit Account Control Agreement (a "DACA") using the American Bar Association's standard form, which was published in 2006. This tool contemplates that three parties will be involved: a depositary bank (the "Bank"), a secured party (the "Secured Party") making a loan, and the borrower receiving the proceeds of the loan (the "Borrower"). Representatives of each party and each party's respective legal counsel will be called upon to engage with this tool. The process is divided into a seven-phase workflow as follows:
Initiation
Bank Deposit Operations creates the transaction and designates counsel for all three parties.
Information Upload
Borrower and Lender upload party information. Counsel are automatically invited.
Draft Generation
The tool generates a completed ABA form DACA using the information provided.
Review & Revision
All three counsel review and negotiate the draft using a tracked-changes redline editor.
Final Approval
Bank Counsel generates a clean version. All three counsel approve before execution.
Execution
The agreement is executed sequentially: Borrower, then Lender, then Bank.
Closing & Onboarding
Completeness check, account onboarding, and distribution of the executed DACA to all parties.
Before you begin, please confirm that the following individuals are available and expecting to receive communications regarding the DACA that you would like to generate:
Also, please take note that the following information will be required for the tool to generate a DACA:
Bank
Borrower
Secured Party (Lender)
Agreement Terms
Please read before use
This tool was conceived and developed by a practicing lawyer to streamline the process of preparing, negotiating, and executing deposit account control agreements in commercial lending transactions.
The tool is built on the ABA Model Form, which is widely used in commercial secured lending transactions involving deposit accounts as collateral.
Built with
This tool was built in collaboration with Claude, Anthropic's AI assistant, which provided coding assistance throughout the development process.