Basics of Real Estate Loan Documentation
Wednesday, January 22, 2020
11:00 am – 1:00 pm Eastern
This webinar provides a comprehensive overview of essential real estate loan documentation requirements, regulatory compliance issues, sound loan administration issues and best practices.
All necessary preclosing and closing real estate loan documents and requirements will be discussed with a focus on their purpose, use, timing and legal aspects. Key points of concern from both a legal and credit viewpoint will be discussed.
- Real estate lien notes
- Letters of Intent, Commitment Letters and Loan Agreements
- Mortgages and Deeds of Trust
- Real property legal descriptions
- Purchase and sale agreements
- Appraisal requirements and regulatory guidelines
- Surveys, title commitments and title insurance
- Property and casualty insurance
- Deed restrictions and zoning
- Environmental risk assessments
- Flood insurance regulations
- Basic construction lending documentation
- Essential loan administration
- Closing documentation
- Essential loan administration issues, loan agreements and construction lending monitoring requirements
- Key real estate bankruptcy concepts
Who Should Attend?
Loan officers, loan assistants, loan operations personnel, loan review personnel, compliance and audit personnel or any banker wishing to enhance his/her knowledge and understanding of the "hows" and "whys" of real estate lending.
Robin Russell has practiced law for 30 years and is licensed in Texas, New York and Massachusetts. She is a fellow in the American College of Bankruptcy and of the American Law Institute. She combines a depth of experience in bankruptcy restructuring and litigation with financial transactions. She has represented corporate debtors, independent directors, liquidating trustees, bondholders, unsecured creditors' committees, bank groups, private equity funds, landlords, trade creditors and bidders for estate assets in Chapter 11 and Chapter 7 bankruptcy proceedings. She has also represented banks, institutional lenders and corporate borrowers in commercial loan transactions and debt restructurings.
Robin is the principal author of Thomson Reuters’ Texas Practice Guides for both Creditors’ Rights and Financial Transactions and the Texas Bankers Association’s Texas Secured Lending Guide, Texas Problem Loan Guide, Texas Real Estate Lending Guide and Texas Account Documentation Guide. She is a frequent speaker on banking, bankruptcy and financial restructuring related topics and has served as a Chapter 7 Trustee. Robin received her LL.M. in Banking Law from Boston University and her J.D. from Baylor University where she was Editor-in-Chief of the Baylor Law Review and the highest ranking graduate in her class. She clerked for the Texas Supreme Court before beginning her legal career.
Attendance verification for CE credits provided upon request.
Webinar Sponsored by Total Training Solutions
If you are having issues with registering online, please contact CBAO's Education,Training & Special Events Coordinator, Patti Webb, (614) 610-1877.
Live Plus Five – Attend the live event and receive five business days of unlimited access to the OnDemand Playback and links to presenter materials and supplementary handouts.
OnDemand Recording – Receive unlimited access to the OnDemand Playback for 6 months and links to presenter materials and supplementary handouts. This option does not include live session attendance.
CD-ROM – Receive the webinar recording on a CD-ROM 7-10 business days after the Live event or your registration date (whichever is the latter). Receive unlimited access to the OnDemand Playback for 6 months and links to presenter materials and supplementary handouts. This option does not include live session attendance.
Live Plus Six – Attend the live event and receive six months of unlimited access to the OnDemand Playback and links to presenter materials and supplementary handouts.
Premier Package – Includes all three base options. Live attendance, OnDemand Playback for six months, and the CD-ROM.