Understanding Commercial Loan Documents – May 27, 2025

Description

Date: May 27, 2025

Time: 11:00 a.m. Pacific

Duration: 75 minutes

Loan documents are a binding contract between your credit union and a borrower. As one of the final processes in loan closing, understanding loan documentation is essential. Expand your understanding of commercial loans and familiarize yourself with the documents needed to close a commercial loan with this webinar. Learn the specific uses of each form, the general closing process, and the information included in the loan closing package.

Examine the various loan documents typically used in a commercial business loan package including:

The webinar will cover various loan documents normally used in a member business loan package such as:

– Promissory Note
– Commercial Loan Agreement
– Guaranty
– Deed of Trust / Mortgage
– Security Agreement
– UCC Financial Statement

Suggested audience: Management, business loan officers, branch managers, and other staff who will close loans with members.

Purchase Terms & Conditions

For live webinars, a full-team registration includes multiple attendees for your credit union. Please include these emails in the notes section at checkout. Each attendee will need a unique login link for access.

A recording of this session is available for full-team access registrations upon request. For individual registrations for webinars, the recording will be available to purchase after the session. If you registered as an individual, you can request a discount code to use on the recording purchase.

Educational materials are proprietary and are not to be shared outside of the purchasing credit union.