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Basic Real Estate Loan Documentation

Real estate loan documentation is no easy task. Join us for an overview of real estate loan documentation requirements, regulatory compliance issues, loan administration issues, and best practices.

Upcoming
Wednesday, January 22nd, 2025
1:30 pm - 3:30 pm
Presented by Robin Russell
$299.00 or 1 Token

Includes: Live Access, 30 Days OnDemand Playback, Presenter Materials and Handouts

  • Commercial/Business Lending
  • Lending
  • Lending Compliance
  • Commercial Lender
  • Compliance Officer
  • Internal Auditor
  • Loan Closer
  • Loan Operations Manager/Specialist
  • Mortgage Lender
  • Risk Manager
  • Senior Management
  • Training Manager
  • Trainer

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This webinar provides a comprehensive overview of essential real estate loan documentation requirements, regulatory compliance issues, sound loan administration issues, and best practices.

Also, all necessary pre-closing 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 also be discussed.

What You'll Learn

  • 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
  • Evaluations
  • Surveys, title commitments, and title insurance
  • Property and casualty insurance
  • Deed restrictions and zoning
  • Environmental risk assessments
  • Flood insurance regulations
  • Basic construction lending documentation
  • Closing documentation
  • Essential loan administration issues, loan agreements, and construction lending monitoring
  • Key real estate bankruptcy concepts

Who Should Attend

Loan officers, loan assistants, loan operations personnel, loan review personnel, compliance, audit personnel, or any financial institution employee wishing to enhance his/her knowledge and understanding of the “hows” and “whys” of real estate lending should attend this webinar.


Robin Russell

Instructor Bio

Robin Russell has practiced law for 35 years and is licensed in Texas, New York, and Massachusetts, and has extensive experience in the energy sector, having been named to Oil and Gas Investor's 25 Influential Women in Energy in 2019. 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. She clerked for the Texas Supreme Court before beginning her legal career.