Project Description

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The Commercial Mortgage Banking Certification Course Lesson 5

One Step Closer to Becoming a Commercial Real Estate Mortgage Broker

Lesson 5 of 20, Document Management in the Pioneer Realty Capital Commercial Mortgage Banking Certification Course refers to the process of storing, locating, updating, and sharing data for workflow progression and business outcomes. Document Management will help students stay organized while providing high-quality client services. The real estate asset class and the type of loan being requested will dictate the required inventory of documents.

Lesson Description:

The term “document inventory” refers to specific documents required to underwrite a real estate asset. In this lesson, we will consider the basic documents required for underwriting owner-occupied and investment properties. Additionally, we will outline best practices for organizing and storing these documents. Finally, we will provide a brief description of each of the required documents and what role they play in underwriting the capital request.

Learning Objectives:

  1. Learn best practices for organizing documents
  2. Consider basic documents required for underwriting
  3. Define difference between recourse and non-recourse loans
  4. Analyze personal and business tax returns
  5. Learn the basics of key documents and forms used in commercial underwriting
LESSON 5/20 25%


CHARLES WILLIAMSCourse Instructor & Managing Member
MBA, EA, Managing Member and Founder of Pioneer Realty Capital & CRE Finance Industry Expert with over 20 years in CRE. Bio
ALEJANDRO RUBIOCourse Instructor & Tutor
Analyst I, Future EA, Analyst for Pioneer Realty Capital & CRE Finance Industry Professional. Bio
e-Learning Manager for the PRC School of Commercial Real Estate Finance, with 10+ years of experience in e-learning excellence. Bio

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