Commercial Real Estate Loan Documentation
Two hour tele-web seminar October 16, 2012

This tele-web seminar will begin on Tuesday, October 16, 2012 at 11:30 AM to 1:30 PM Pacific Time.

Commercial real estate lending is a current “hot” topic and source of significant problem credits. This new seminar deals with the most frequent mistakes and oversights, plus key issues involved in sound commercial real estate loan documentation. Experienced lenders will find the material covered to be a beneficial review, while less experienced commercial real estate bankers will benefit from a strong foundation in the purpose, timing, use and legal aspects of commercial real estate documents. Participants will receive a complete handout that will serve as a useful daily reference after the program.


  • Appraisal requirements and regulator guidelines
  • Creating liens: Notes, Mortgages and Deeds of Trust
  • Legal descriptions
  • Purchase and sale agreements
  • Surveys, title commitments and title insurance, property and casualty insurance
  • Environmental risk management guidance
  • Flood regulations
  • Construction lending demands and requirements
  • Essential loan administration: Loan agreements and monitoring requirements.


The program is intended for anyone involved in commercial real estate lending including loan officers, loan assistants, secretaries, loan administration and review personnel and compliance personnel.


Bob Ullom – the program is led by Bob Ullom, nationally known banking educator and past-president of two successful start-up banks which were both fast-growing and profitable. A CPA, Bob brings over forty years of audit and bank lending and management experience to this fast-paced program. Since 1990, Bob has taught in 38 states on a variety of credit, documentation, management and compliance topics.

Credit Information

2.0 total credits


Member price: $250.00 | Non member price $500.00