Loan Documentation 101- Reviewing Collateral Files

A series of three webinars on loan documentation principles and practices for all your lenders and support staff.

This session presents a unique collateral documentation checklist that gives lenders the ability to quickly and effectively review collateral documentation for acceptability. There will also be a brief discussion of loan agreements; their purpose, use, role and content.


  • The nature and proper name of the borrower
  • Authorization documentation for all kinds of borrowers 
  • The proper questions to be asked and answered related to each document and type of collateral


Bankers at all experience levels will find these programs helpful, informative and confirming. All sessions include ample time for questions and answers.


Bob Ullom, veteran banker and nationally known bank educator will bring his perspective as president of two successful community banks, plus two decades drawing on the “real world” experiences of thousands of lenders nationwide to help you realistically deal with today’s loan documentation challenges.

Credit Information

Institute of Certified Bankers: Visit aba.com/icb/membercereview for instructions regarding self-reporting. Estimated credits: 2 hours CRCM/CLBB/CPB.


Live Webinar:

Member price: $265.00 | Non member price $530.00

On-Demand Webinar

Member price: $280.00 | Non member price $560.00


Online: Visit the CBA Webinar Catalog

Mail: Click here and mail completed form with check payable to ConferenceEdge to: (Mail at least 10 days prior to event)

4434 W. 29th St., Denver, CO  80212

Phone: Call ConferenceEdge at (877) 988-7526 (credit card payments only)

Please Note:

  • Preferred Payment Method: Online
  • Please register online or by phone when paying with a credit card
  • Payment Must Accompany Registration – Invoices are Not Provided

Register online up to day of event. Earlier registration allows time to check your computer for an optimal experience.