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Self-Paced Loan Documentation Training

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Nothing goes further toward making your lending operation solid and profitable than a well-trained staff. For training to be effective it has to be understood, reinforced, and affordable enough to give to everyone involved with the loan process. Now you can train your lending staff to secure your interests and stay in compliance with the latest regulations, effectively and affordably.

The Sheshunoff:® Self-Paced Loan Documentation Training manual lets each person on your lending team learn at an individualized pace, right in your bank. Your staff can be brought up to speed with the latest rules, techniques, and methods for making safer, better-documented loans and keeping the lending area in compliance, so you have less exposure with the examiners and in court.

This easy-to-use manual covers everything your loan operations staff need to know:

•  Documentation for the most common types of secured loans, including real estate, pledge agreements, and security agreements
•  Basics for the beginners, such as elements of a loan
•  More complex agreements, such as contracts involving other parties, that experienced employees may need to brush up on
•  End-of-chapter reviews and self-tests to help reinforce the information covered in each chapter
•  Lots of examples to illustrate complex issues

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For bulk or volume purchases, contact your LexisNexis account representative.

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Table of Contents

Part 1: Introduction to Loan Documentation and Secured Lending

Chapter 1: Loan Documentation Basics

Chapter 2: Documents Relating to the Borrowing Entity

Chapter 3: Loan Applications, Turn Downs, and Commitments

Chapter 4: Promissory Notes and Loan Agreements

Chapter 5: Documenting Other Elements of the Loan Decision, Funding and Closing

Part 2: Personal Property Collateral

Chapter 6: Introduction to Personal Property Collateral

Chapter 7: Practical Documentation Issues for Personal Property Collateral

Chapter 8: Receivable and Inventory Financing

Chapter 9: Equipment Financing

Chapter 10: Cars, Trucks, Boats, Ships, Planes, Trains, and Consumer Goods

Chapter 11: Personal Property Lease Financing

Chapter 12: Deposits, Stocks, Bonds, and Annuities

Chapter 13: Patents, Trademarks, Copyrights, and Trade Secrets

Chapter 14: Crops, Livestock, Oil, and Gas

Part 3: Real Property Collateral

Chapter 15: Introduction to Real Estate Loan Documentation

Chapter 16: Regulatory Documentation Requirements for Real Estate Loans

Chapter 17: Documenting Loans Secured by Real Estate Leases and Land Contracts

Chapter 18: Specific Issues for Commercial Real Estate Financing

Chapter 19: Construction Lending

Part 4: Additional Documentation Issues and Information for Secured Lenders

Chapter 20: Guarantees and Other Contracts

Chapter 21: Documentation Issues for Existing Loans


Appendix A: Commercial Document Checklist

Appendix B: ABA Sample Control Agreements

Appendix C: Appendix Q to Part 1026 — Standards for Determining Monthly Debt and Income