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Basic Real Estate Loan Documentation

Real estate loan documentation is no easy task. Join us for an overview of basic real estate concepts and terminology, loan documentation and lending best practices.
Beginner Friendly
Upcoming
Wednesday, January 7th, 2026
10:00 am - 12:00 pm
Presented by Robin Russell
$299.00 or 1 Token

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

  • Auditing
  • Bank Legal Counsel
  • Branch Manager
  • Compliance Officer
  • Credit Analyst
  • Internal Auditor
  • Loan Closer
  • Loan Operations Manager/Specialist
  • Risk Manager
  • Senior Management
  • Training Manager
  • Workout Specialist/Collector

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This webinar provides a comprehensive overview of real estate concepts and terminology, loan documentation requirements and loan administration issues. All necessary pre-closing and closing real estate loan documents will be discussed with a focus on their purpose, use, timing and legal aspects. Due diligence and key points of concern from both a legal and credit viewpoint will be discussed with real world examples gleaned from decades of experience.

What You'll Learn

  • Real estate terminology and concepts
  • Preclosing documents and due diligence
  • Letters of Intent, Commitment Letters and Loan Agreements
  • Mortgages and Deeds of Trust
  • Appraisal and Evaluation requirements
  • Surveys, title commitments and title insurance
  • Property and Casualty Insurance
  • Deed Restrictions and Zoning
  • Environmental risk assessments
  • Flood insurance regulations
  • Closing Documents
  • Key real estate bankruptcy concepts

Who Should Attend

  • Commercial Lenders
  • Compliance Officers
  • Internal Auditors
  • Loan Closers
  • Senior Management
  • Loan Operations Managers/Specialists
  • Training Managers
  • Trainers

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.