Underwriting Owner-Occupied Properties Live Online Certificate Training Course
Get certified by industry veterans with step-by-step instructions on analyzing and processing loan requests for office, industrial, warehouse, medical office, and retail properties!
Owner-occupied properties offer significant benefits to business owners, and this course will train you to underwrite properties from beginning to close, both efficiently and accurately. From document collection, to evaluating cash flow analysis, to deal close, you’re going to learn it all in 4 short online live training sessions. Using this online live training can help you streamline the owner-occupied loan process and ensure a positive experience for both borrower and lender.
1. Wednesday, September 1, 2021: Identifying Creditable Loan Requests
- Client Interview
- Document Collection
- Sponsor Qualification
2. Wednesday, September 8, 2021: Underwriting Owner-Occupied I
- Sources and Uses
- Historical Financials
- Proforma Financials
3. Wednesday, September 15, 2021: Underwriting Owner-Occupied II
- Key Metrics to Consider
- Deal Analysis
- Loan Packaging
4. Wednesday, September 22, 2021: Getting the Deal Financed
- Pre-Stabilized Financing Options
- Stabilized Financing Options
- Closing the Deal
All sessions are from 7-8 PM CST.