eCourse
Answer Bar: The Ins and Outs of Commercial Real Estate Loans and Title Insurance
Contains material from Oct 2017 to Oct 2021
Answer Bar: The Ins and Outs of Commercial Real Estate Loans and Title Insurance
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Hopefully this year will be back in person
Excellent choice of topics and very useful presentations and materials.
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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Session 2: How to Lose a Client With 10 Outdated Loan Provisions! - Discuss and provide drafting solutions for the most commonly outdated and missing provisions in Texas commercial real estate loan documents.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: What is Negotiable in Loan Documents - Discuss issues, motivations and explanations of the loan document provisions that are typically negotiated in a commercial real estate lending transaction.
Session 4: Loan Modifications
Session 5: 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 6: Arrows in the Quiver: Remedies for Commercial Real Estate Secured Loans - Review of potential remedies available to enforce and collect commercial real estate secured loans. What are the requirements? What are the pros and cons?
Session 7: 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 8: 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 9: Title Insurance Update - Gain insight on what we learned from the recent pandemic and the New 2021 ALTA Commitment and Policies.
Session 10: Survey & Title Review: Guidelines, Objections, Solutions, and Closing Instructions - Explore checklists for surveys, title commitments, and exception documents. Gain insight on sample objections, solutions and potential endorsements, and closing requirements.
Session 11: 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 12: Escrow Agreements with Title Companies for Post-Closing Matters - An overview of the role of an Escrow Agent, types of Escrow Agents, escrow provisions of Contracts and the use of Post Closing Agreements.
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: What is Negotiable in Loan Documents - Discuss issues, motivations and explanations of the loan document provisions that are typically negotiated in a commercial real estate lending transaction.
Session 4: Loan Modifications
Session 5: 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 6: Arrows in the Quiver: Remedies for Commercial Real Estate Secured Loans - Review of potential remedies available to enforce and collect commercial real estate secured loans. What are the requirements? What are the pros and cons?
Session 7: 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 8: 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 9: Title Insurance Update - Gain insight on what we learned from the recent pandemic and the New 2021 ALTA Commitment and Policies.
Session 10: Survey & Title Review: Guidelines, Objections, Solutions, and Closing Instructions - Explore checklists for surveys, title commitments, and exception documents. Gain insight on sample objections, solutions and potential endorsements, and closing requirements.
Session 11: 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 12: Escrow Agreements with Title Companies for Post-Closing Matters - An overview of the role of an Escrow Agent, types of Escrow Agents, escrow provisions of Contracts and the use of Post Closing Agreements.
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1.
A Checklist for Commercial Loans (Oct 2017)
Mary S. Axelrad
0.50
0.00
0.00
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Session 1
—31 mins
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: Sep 2017 Mortgage Lending Institute
Mary S. Axelrad,
Gray Reed & McGraw LLP - Houston, TX
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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
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Session 2
—46 mins
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: 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
Show session details
3.
What is Negotiable in Loan Documents (Oct 2021)
Niles W. Holmes
0.50
0.00
0.00
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Session 3
—31 mins
What is Negotiable in Loan Documents (Oct 2021)
Discuss issues, motivations and explanations of the loan document provisions that are typically negotiated in a commercial real estate lending transaction.
Originally presented: Sep 2021 Mortgage Lending and Servicing Institute
Niles W. Holmes,
Niles Holmes, P.C. - Dallas, TX
Show session details
4.
Loan Modifications (Oct 2021)
Gregory Garner, Patrick O. Smith
0.75
0.00
0.00
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Slides
(pdf)
6 pgs
Session 4
—42 mins
Loan Modifications (Oct 2021)
Originally presented: Sep 2021 Mortgage Lending and Servicing Institute
Gregory Garner,
Bank OZK - Austin, TX
Patrick O. Smith,
Lackey & Smith PLLC - Austin, TX
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5.
Effective Risk Management (Oct 2018)
William H. Locke Jr.
0.50
0.00
0.00
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Session 5
—31 mins
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: Sep 2018 Mortgage Lending and Servicing Institute
William H. Locke Jr.,
Graves, Dougherty, Hearon & Moody - Austin, TX
Show session details
6.
Arrows in the Quiver: Remedies for Commercial Real Estate Secured Loans (Oct 2021)
Brian Thompson Morris
0.50
0.00
0.00
Preview Materials
Download session materials for offline use
Session 6
—30 mins
Arrows in the Quiver: Remedies for Commercial Real Estate Secured Loans (Oct 2021)
Review of potential remedies available to enforce and collect commercial real estate secured loans. What are the requirements? What are the pros and cons?
Originally presented: Sep 2021 Mortgage Lending and Servicing Institute
Brian Thompson Morris,
Winstead PC - Dallas, TX
Show session details
7.
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
Preview Materials
Download session materials for offline use
Session 7
—32 mins
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: Sep 2018 Mortgage Lending and Servicing Institute
Niles W. Holmes,
Niles Holmes, P.C. - Dallas, TX
Show session details
8.
FinTech and the Changing Landscape of Mortgage Lending (Oct 2019)
Christopher W. Christensen, Jennifer Parker
0.50
0.00
0.00
Preview Materials
Download session materials for offline use
Session 8
—28 mins
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: Sep 2019 Mortgage Lending and Servicing Institute
Christopher W. Christensen,
PeirsonPatterson, LLP - Dallas, TX
Jennifer Parker,
Fannie Mae - Washington, DC
Show session details
9.
Title Insurance Update (Oct 2020)
Paul D. Pruitt
0.50
0.00
0.00
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Session 9
—29 mins
Title Insurance Update (Oct 2020)
Gain insight on what we learned from the recent pandemic and the New 2021 ALTA Commitment and Policies.
Originally presented: Sep 2020 Mortgage Lending and Servicing Institute
Paul D. Pruitt,
Title Resources Guaranty Company - Austin, TX
Show session details
10.
Survey & Title Review: Guidelines, Objections, Solutions, and Closing Instructions (Oct 2020)
Roland Love
0.50
0.00
0.00
Preview Materials
Download session materials for offline use
Session 10
—30 mins
Survey & Title Review: Guidelines, Objections, Solutions, and Closing Instructions (Oct 2020)
Explore checklists for surveys, title commitments, and exception documents. Gain insight on sample objections, solutions and potential endorsements, and closing requirements.
Originally presented: Sep 2020 Mortgage Lending and Servicing Institute
Roland Love,
Independence Title Company - Dallas, TX
Show session details
11.
Practical Advice for Cleaning Up Title Issues (Oct 2018)
Jerel J. Hill, Richard Melamed
1.00
0.25
0.00
Preview Materials
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Session 11
—66 mins
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: Sep 2018 Mortgage Lending and Servicing Institute
Jerel J. Hill,
Attorney at Law - Kingwood, TX
Richard Melamed,
Richard Melamed, PLLC - Houston, TX
Show session details
12.
Escrow Agreements with Title Companies for Post-Closing Matters (Oct 2021)
John P. Bruce
0.50
0.00
0.00
Preview Materials
Download session materials for offline use
Session 12
—29 mins
Escrow Agreements with Title Companies for Post-Closing Matters (Oct 2021)
An overview of the role of an Escrow Agent, types of Escrow Agents, escrow provisions of Contracts and the use of Post Closing Agreements.
Originally presented: Sep 2021 Mortgage Lending and Servicing Institute
John P. Bruce,
Heritage Title Company of Austin, Inc. - Austin, TX