Duration: 64 minutes This webinar recorded live on June 29, 2021, covers how to target professional practice firms like doctors, dentists, and lawyers (and their wealthy owners) for business deposit accounts and loans at your credit union. Learn tips for building relationships and business in this niche market, and how it can lead…
Select options
This product has multiple variants. The options may be chosen on the product page
This basic webinar is designed to familiarize loan officers with the terms and purpose of various forms of short-term lending with a focus on revolving lines of credit. This session provides a high level overview on how to determine whether a revolving line of credit is the appropriate product to meet a members needs. We discuss:…
Select options
This product has multiple variants. The options may be chosen on the product page
This webinar focuses on the information needed to pull together a complete loan package. Participants will learn how to take a loan application, gather appropriate documents from the borrower, and review key financial data to better understand the borrower’s financial situation. Specific areas covered include: The application checklist The loan application Personal financial statements Tax returns and business…
Select options
This product has multiple variants. The options may be chosen on the product page
Duration: 95 minutes Understanding a borrower’s ability to repay the loan is the cornerstone of commercial loan underwriting. As the primary source of repayment, cash flow is the most important factor in making a loan decision. Join CUBG in this session on January 19, 2022 as we discuss the basics of business cash flow…
Select options
This product has multiple variants. The options may be chosen on the product page
Duration: 54 minutes The effective use of loan covenants can help mitigate risk and give your loan committee peace of mind. Both regulatory and industry standards call for the use of loan covenants on commercial loans. In this webinar recording from a live session on December 15, 2021 – learn about this prudent risk…
Select options
This product has multiple variants. The options may be chosen on the product page
Duration: 75 minutes As a commercial real estate lender, understanding CRE leases is critical to understanding how you will be repaid. In this session CUBG will take you through the ins and outs of commercial real estate leases. We’ll discuss the various lease types, define key terms used in leases, and show you how…
Select options
This product has multiple variants. The options may be chosen on the product page
Duration: 60 minutes Recorded from the live presentation on May 27, 2021, this exclusive webinar focuses on UCA cash flow analysis. As a powerful tool for lenders, UCA cash flow is effective in painting a financial picture and evaluating a company’s ability to repay a loan. Join CUBG’s Mike Smith for this special webinar…
Select options
This product has multiple variants. The options may be chosen on the product page
Length: 32 minutes The NCUA’s recent changes to commercial real estate appraisal thresholds now allow evaluations in lieu of appraisals on more transactions. But what is an evaluation vs. an appraisal? What are the requirements? What about valuing non-real estate collateral? Join CUBG for this special webinar and learn more about real estate…
Select options
This product has multiple variants. The options may be chosen on the product page
Recorded from a live session on March 27, 2020. Hear workout strategies and ideas credit unions across the country have shared, along with advice from CUBG’s team of experts. CU Business Group works with almost 600 credit unions throughout the U.S. Join CUBG’s experts for this timely webinar on identifying at-risk industries and borrowers, and…