Document Management

Document Management2019-01-07T12:43:53+00:00

Project Description

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The Commercial Mortgage Banking Certification Course Lesson 5

One step closer toward becoming an active commercial real estate mortgage broker.

Lesson 5 out of 20, Document Management of 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 you 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 specific 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. And finally, we will provide a brief description of each of the required documents and what role these documents play in underwriting the capital request.

Learning Objectives:

  1. Recommend best practices for organizing documents
  2. Consider basic documents required for underwriting
  3. Define difference between recourse and non-recourse loans
  4. Brief analysis of personal and business tax returns
  5. Introduction to 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. Bio
ANDRE BAILEYCourse Instructor & Managing Director
With 15 years in the commercial real estate lending business, Andre has funded over $1 billion in commercial real estate loans. Bio
e-Learning Manager for the PRC School of Commercial Real Estate Finance. 10+ years of e-learning excellence. Bio

The road to becoming a successful CRE Mortgage Broker is easier than you think!

Advance your career! Become an active commercial real estate mortgage broker in less than 90 days.

Quick Start

1. Register and Enroll Here
2. Purchase Course or Classes
3. Complete Course Get Certified
4. Join The PRC Broker Network
5. Live Happily Ever After!

Have Questions?

701 Highlander Blvd., Ste. 520 Arlington, TX 76015

Phone: 888.306.4228

Fax: 817.422.0846

Web: Pioneer Realty Capital

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