eCourse art

eCourse

Answer Bar: The Ins and Outs of Commercial Real Estate Loans and Title Insurance

Contains material from Oct 2017 to Oct 2019

Answer Bar: The Ins and Outs of Commercial Real Estate Loans and Title Insurance
3 out of 5 stars
What was the overall quality of the course (presentation, materials, and technical delivery)?
Rate the overall teaching effectiveness and presentation skills of faculty for the course.
How would you rate the value of the materials provided as part of the course?

Technical Questions?
512.475.6700
service@utcle.org



Session 1: A Checklist for Commercial Loans - Examine lender requirements for closing a commercial real estate loan transaction, highlighting issues and pitfalls that can surface and derail almost any closing. 

Session 2: How to Lose a Client With 10 Outdated Loan Provisions! - Discuss and provide drafting solutions for the most commonly outdated and missing provisions in Texas commercial real estate loan documents.

Session 3: Effective Risk Management - A text book on the three legged stool – indemnity, insurance, and waivers of subrogation – contractual provisions for risk management. Also hear about mutual waivers and how to structure indemnities when a mutual waiver is provided, certificates, and self-insurance.

Session 4: Overview of 2017 Updated Construction Contracts with Key Negotiating Tips and Review Points - Review the updated 2017 AIA documents, as well as some specialty AIA documents published for the first time or updated subsequent to 2007 with annotations. Also review some of the key 2017 updates in the AIA construction contracts, and hear key negotiating tips or review concerns when representing owners and lenders.

Session 5: HVCRE Changes and Other Federal Codes, Restrictions and Guidelines to Commercial Real Estate Lending - Hear an update on HVCRE, as well as those other important – but often unknown – federal codes, guidelines, and restrictions that impact commercial real estate lending, and get drafting suggestions to make sure your documents stay up to date.

Session 6: FinTech and the Changing Landscape of Mortgage Lending - Fintech lenders have entered the market with a focus on driving efficiencies, technology-first processes, and streamlined operational workflows – all aimed at guiding consumers through a one-stop-shop transaction. Fannie Mae will discuss the ever-changing mortgage landscape and it’s disruption by Fintech lenders. 

Session 7: Title Policy Key Provisions, The Duty to Defend, and Claims - Focus on key provisions of the title insurance policy including determination and timing of loss, duty of defense, and exclusions from coverage. Discuss recent cases and how Texas courts have construed these provisions.

Session 8: Practical Advice for Cleaning Up Title Issues - Title issues are common creatures, and there are often straightforward ways to resolve them. Get practical advice on clearing title issues quickly and efficiently.

Session 9: Foreclosure Refresher: The Updated Basics - Get a step-by-step refresher on the foreclosure process, with a focus on practical concerns, and an update regarding recent statutory changes and case law impacting the process.  

Session 10: How to Foreclose Personal Property - Gain practical guidance on how to foreclose on personal property under Article 9 of the UCC and the Texas Business and Commerce Code. Discuss the issues that may arise, including how to give proper notice, conduct a private or public sale, and repossess and dispose of collateral.

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 6.00 | 0.25 ethics
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 8/31/2021

Preview mode. You must be signed in and have purchased this eCourse to have full access.
Preview Sessions
Credit

1. A Checklist for Commercial Loans (Oct 2017)

Mary S. Axelrad

0.50 0.00 0.00 0.50
Preview Materials

Download session materials for offline use

(mp4)
31 mins
(mp3)
31 mins
(pdf)
30 pgs
Session 1 — 31 mins, credit 0.50
A Checklist for Commercial Loans (Oct 2017)

Examine lender requirements for closing a commercial real estate loan transaction, highlighting issues and pitfalls that can surface and derail almost any closing. 

Originally presented at: Sep 2017 Mortgage Lending Institute

Mary S. Axelrad, Gray Reed & McGraw LLP - Houston, TX

2. How to Lose a Client With 10 Outdated Loan Provisions! (Oct 2019)

Colette M. Breedlove, Niles W. Holmes

0.75 0.00 0.00 0.75
Preview Materials

Download session materials for offline use

(mp4)
46 mins
(mp3)
46 mins
(pdf)
27 pgs
(pdf)
15 pgs
Session 2 — 46 mins, credit 0.75
How to Lose a Client With 10 Outdated Loan Provisions! (Oct 2019)

Discuss and provide drafting solutions for the most commonly outdated and missing provisions in Texas commercial real estate loan documents.

Originally presented at: Sep 2019 Mortgage Lending and Servicing Institute

Colette M. Breedlove, Niles Holmes, P.C. - Dallas, TX
Niles W. Holmes, Niles Holmes, P.C. - Dallas, TX

3. Effective Risk Management (Oct 2018)

William H. Locke Jr.

0.50 0.00 0.00 0.50
Preview Materials

Download session materials for offline use

(mp4)
31 mins
(mp3)
32 mins
(pdf)
262 pgs
(pdf)
261 pgs
(pdf)
17 pgs
Session 3 — 31 mins, credit 0.50
Effective Risk Management (Oct 2018)

A text book on the three legged stool – indemnity, insurance, and waivers of subrogation – contractual provisions for risk management. Also hear about mutual waivers and how to structure indemnities when a mutual waiver is provided, certificates, and self-insurance.

Originally presented at: Sep 2018 Mortgage Lending and Servicing Institute

William H. Locke Jr., Graves, Dougherty, Hearon & Moody - Austin, TX

4. Overview of 2017 Updated Construction Contracts with Key Negotiating Tips and Review Points (Oct 2018)

Bruce Merwin

0.75 0.00 0.00 0.75
Preview Materials

Download session materials for offline use

(mp4)
45 mins
(mp3)
44 mins
Paper
(pdf)
185 pgs
(pdf)
73 pgs
Session 4 — 45 mins, credit 0.75
Overview of 2017 Updated Construction Contracts with Key Negotiating Tips and Review Points (Oct 2018)

Review the updated 2017 AIA documents, as well as some specialty AIA documents published for the first time or updated subsequent to 2007 with annotations. Also review some of the key 2017 updates in the AIA construction contracts, and hear key negotiating tips or review concerns when representing owners and lenders.

Originally presented at: Sep 2018 Mortgage Lending and Servicing Institute

Bruce Merwin, Thompson & Knight LLP - Houston, TX

5. HVCRE Changes and Other Federal Codes, Restrictions and Guidelines to Commercial Real Estate Lending (Oct 2018)

Niles W. Holmes

0.50 0.00 0.00 0.50
Preview Materials

Download session materials for offline use

(mp4)
32 mins
(mp3)
32 mins
(pdf)
32 pgs
Session 5 — 32 mins, credit 0.50
HVCRE Changes and Other Federal Codes, Restrictions and Guidelines to Commercial Real Estate Lending (Oct 2018)

Hear an update on HVCRE, as well as those other important – but often unknown – federal codes, guidelines, and restrictions that impact commercial real estate lending, and get drafting suggestions to make sure your documents stay up to date.

Originally presented at: Sep 2018 Mortgage Lending and Servicing Institute

Niles W. Holmes, Niles Holmes, P.C. - Dallas, TX

6. FinTech and the Changing Landscape of Mortgage Lending (Oct 2019)

Christopher W. Christensen, Jennifer Parker

0.50 0.00 0.00 0.50
Preview Materials

Download session materials for offline use

(mp4)
28 mins
(mp3)
28 mins
(pdf)
7 pgs
Session 6 — 28 mins, credit 0.50
FinTech and the Changing Landscape of Mortgage Lending (Oct 2019)

Fintech lenders have entered the market with a focus on driving efficiencies, technology-first processes, and streamlined operational workflows – all aimed at guiding consumers through a one-stop-shop transaction. Fannie Mae will discuss the ever-changing mortgage landscape and it’s disruption by Fintech lenders. 

Originally presented at: Sep 2019 Mortgage Lending and Servicing Institute

Christopher W. Christensen, PeirsonPatterson, LLP - Dallas, TX
Jennifer Parker, Fannie Mae - Washington, DC

7. Title Policy Key Provisions, The Duty to Defend, and Claims (Oct 2017)

Dawn Lewallen

0.50 0.00 0.00 0.50
Preview Materials

Download session materials for offline use

(mp4)
32 mins
(mp3)
32 mins
(pdf)
18 pgs
(pdf)
11 pgs
Session 7 — 32 mins, credit 0.50
Title Policy Key Provisions, The Duty to Defend, and Claims (Oct 2017)

Focus on key provisions of the title insurance policy including determination and timing of loss, duty of defense, and exclusions from coverage. Discuss recent cases and how Texas courts have construed these provisions.

Originally presented at: Sep 2017 Mortgage Lending Institute

Dawn Lewallen, Stewart Title Guaranty Company - Houston, TX

8. Practical Advice for Cleaning Up Title Issues (Oct 2018)

Jerel J. Hill, Richard Melamed

1.00 0.25 0.00 1.00 | 0.25 ethics
Preview Materials

Download session materials for offline use

(mp4)
66 mins
(mp3)
66 mins
(pdf)
32 pgs
(pdf)
13 pgs
Session 8 — 66 mins, credit 1.00 | 0.25 ethics
Practical Advice for Cleaning Up Title Issues (Oct 2018)

Title issues are common creatures, and there are often straightforward ways to resolve them. Get practical advice on clearing title issues quickly and efficiently.

Originally presented at: Sep 2018 Mortgage Lending and Servicing Institute

Jerel J. Hill, Attorney at Law - Kingwood, TX
Richard Melamed, Richard Melamed, PLLC - Houston, TX

9. Foreclosure Refresher: The Updated Basics (Oct 2017)

Brian Thompson Morris

0.50 0.00 0.00 0.50
Preview Materials

Download session materials for offline use

(mp4)
30 mins
(mp3)
29 mins
(pdf)
27 pgs
(pdf)
12 pgs
Session 9 — 30 mins, credit 0.50
Foreclosure Refresher: The Updated Basics (Oct 2017)

Get a step-by-step refresher on the foreclosure process, with a focus on practical concerns, and an update regarding recent statutory changes and case law impacting the process.  

Originally presented at: Sep 2017 Mortgage Lending Institute

Brian Thompson Morris, Winstead PC - Dallas, TX

10. How to Foreclose Personal Property (Oct 2017)

Frances Anne Luttrel Smith

0.50 0.00 0.00 0.50
Preview Materials

Download session materials for offline use

(mp4)
31 mins
(mp3)
30 mins
(pdf)
30 pgs
(pdf)
27 pgs
Session 10 — 31 mins, credit 0.50
How to Foreclose Personal Property (Oct 2017)

Gain practical guidance on how to foreclose on personal property under Article 9 of the UCC and the Texas Business and Commerce Code. Discuss the issues that may arise, including how to give proper notice, conduct a private or public sale, and repossess and dispose of collateral.

Originally presented at: Sep 2017 Mortgage Lending Institute

Frances Anne Luttrel Smith, Shackelford, Melton & McKinley - Dallas, TX

Subscribe to Our Hooked on CLE Monthly Newsletter