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eCourse

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

Contains material from Oct 2020 to Dec 2023

Answer Bar: The Ins and Outs of Commercial Real Estate Loans and Title Insurance
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Session 01: Finaceability of Documents - Explore financeability requirements for documents in commercial real estate financing.
 
Session 02: 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 03: Loan Modifications
 
Session 04: Contesting Property Tax Appraisals - The Property Tax Protest and Appeal process can be confusing. With fifteen-minutes as the average length for an Appraisal Review Board hearing, review strategies for what to do and not do before your values are set in the Summer, and tax statements arrive in the Fall.
 
Session 05: 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 07: Give a Little, Get a Little - A push and pull open discussion of the interactions of lender counsel with the borrower, guarantor and equity counsels.
 
Session 08: Title Insurance Update - Gain insight on what we learned from the recent pandemic and the New 2021 ALTA Commitment and Policies.
 
Session 09: 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 10: Escrow Agreements - A review of the various uses, types of Escrow Agreements, Escrow Agent options, regulatory and drafting concerns and forms availability.
 
Session 11: Follow the Money - How to Avoid Mortgage Fraud - The real estate and mortgage industry has seen an increase in fraud in the wake of the Pandemic. Learn to spot the red flags for avoiding mortgage fraud by getting to know your customers and going beyond the paperwork.

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 5.25
  • Credit Info
  • TX, CA, PA
  • TX MCLE credit expires: 12/31/2024

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1. Financeability of Documents (Nov 2022)

Niles W. Holmes

0.50 0.00 0.00 0.50
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(mp4)
33 mins
(mp3)
33 mins
(pdf)
51 pgs
(pdf)
14 pgs
Session 1 —33 mins
0.50
Financeability of Documents (Nov 2022)

Explore financeability requirements for documents in commercial real estate financing.

Originally presented: Sep 2022 Mortgage Lending and Servicing Institute

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

Show session details

2. What is Negotiable in Loan Documents (Oct 2021)

Niles W. Holmes

0.50 0.00 0.00 0.50
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(mp4)
31 mins
(mp3)
31 mins
(pdf)
20 pgs
(pdf)
18 pgs
Session 2 —31 mins
0.50
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

3. Loan Modifications (Oct 2021)

Gregory Garner, Patrick O. Smith

0.75 0.00 0.00 0.75
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(mp4)
42 mins
(mp3)
42 mins
Slides
(pdf)
6 pgs
Session 3 —42 mins
0.75
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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4. Contesting Property Tax Appraisals (Dec 2023)

J. Stephen Brusniak

0.50 0.00 0.00 0.50
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(mp4)
31 mins
(mp3)
31 mins
(pdf)
11 pgs
Session 4 —31 mins
0.50
Contesting Property Tax Appraisals (Dec 2023)

The Property Tax Protest and Appeal process can be confusing. With fifteen-minutes as the average length for an Appraisal Review Board hearing, review strategies for what to do and not do before your values are set in the Summer, and tax statements arrive in the Fall.

Originally presented: Oct 2023 Mortgage Lending Institute

J. Stephen Brusniak, Brusniak Turner Fine LLP - Dallas, TX

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5. Arrows in the Quiver: Remedies for Commercial Real Estate Secured Loans (Oct 2021)

Brian Thompson Morris

0.50 0.00 0.00 0.50
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(mp4)
30 mins
(mp3)
30 mins
(pdf)
38 pgs
(pdf)
13 pgs
Session 5 —30 mins
0.50
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

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6. Give a Little, Get a Little (Dec 2023)

Niles W. Holmes, Kent Newsome

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(mp4)
32 mins
(mp3)
32 mins
(pdf)
24 pgs
Session 6 —32 mins
0.50
Give a Little, Get a Little (Dec 2023)

A push and pull open discussion of the interactions of lender counsel with the borrower, guarantor and equity counsels.

Originally presented: Oct 2023 Mortgage Lending Institute

Niles W. Holmes, Niles Holmes, P.C. - Dallas, TX
Kent Newsome, Greenberg Traurig, LLP - Houston, TX

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7. Title Insurance Update (Oct 2020)

Paul D. Pruitt

0.50 0.00 0.00 0.50
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(mp4)
29 mins
(mp3)
29 mins
(pdf)
88 pgs
(pdf)
19 pgs
Session 7 —29 mins
0.50
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

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8. Survey & Title Review: Guidelines, Objections, Solutions, and Closing Instructions (Oct 2020)

Roland Love

0.50 0.00 0.00 0.50
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(mp4)
30 mins
(mp3)
30 mins
(pdf)
170 pgs
(pdf)
60 pgs
Session 8 —30 mins
0.50
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

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9. Escrow Agreements (Dec 2023)

John P. Bruce

0.50 0.00 0.00 0.50
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(mp4)
31 mins
(mp3)
31 mins
(pdf)
69 pgs
(pdf)
23 pgs
Session 9 —31 mins
0.50
Escrow Agreements (Dec 2023)

A review of the various uses, types of Escrow Agreements, Escrow Agent options, regulatory and drafting concerns and forms availability.

Originally presented: Oct 2023 Mortgage Lending Institute

John P. Bruce, Heritage Title Company of Austin, Inc. - Austin, TX

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10. Follow the Money - How to Avoid Mortgage Fraud (Dec 2023)

Walt M. Junker

0.50 0.00 0.00 0.50
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(mp4)
28 mins
(mp3)
28 mins
(pdf)
16 pgs
Session 10 —28 mins
0.50
Follow the Money - How to Avoid Mortgage Fraud (Dec 2023)

The real estate and mortgage industry has seen an increase in fraud in the wake of the Pandemic. Learn to spot the red flags for avoiding mortgage fraud by getting to know your customers and going beyond the paperwork.

Originally presented: Oct 2023 Mortgage Lending Institute

Walt M. Junker, United States' Attorney's Office - Dallas, TX