Overview and The Process - Preview of the course contents and size of the commercial loan brokerage opportunity. See the “Process” “step – by – step” – beginning to end A to Z.
List of Documents:
· Process.pdf
Team Building – Becoming a “Dealmaker”: the critical success factor you must have and how to get it. Give to get.
List of Documents:
· Teambuilt.pdf
Leases and Rent Rolls – Why the Rent Roll may be the most important document in a commercial loan request. Loan Docs (Documents) – Gathering documents from a checklist: What documents you need and how to get them..
List of Documents:
· RentRoll.xls
· CMT_Loan Docs by Group.pdf
· CMT_Loan Docs by Priority.pdf
Introduction to Underwriting - Overview of underwriting process; gathering the documents for verification; See the “Commercial Loan Underwriting Manual.”
List of Documents:
· Oasis Apartment Sample Case Study.pdf (See “Underwriting” Chapter)
· CMT_Underwriting Manual.pdf
· CMT_LoansdocsbyGroup.pdf
· CMT_LoanDocsbyPriority.pdf
· CMT_BorrowerAuthorization.pdf
· CMT_QuickQualExplainer.pdf
· CMT_Op State Builder Explainer.pdf
· CMT_DefaultRateSheet.pdf
· CMT_DefaultUWMatrix.pdf
Lesson Five (August 2009)
Commercial Mortgage Marketing - Part 1 – 40+ strategies and selling tips to fill your pipeline. See the “Commercial Mortgage Marketing Manual.”.
List of Documents:
· CMT Master Commercial Marketing Manual.pdf (Part 1)
Lesson Six (September 2009)
Commercial Mortgage Math, Formulas, and Spreadsheets - This is the “GUTS” of underwriting; specialized software makes it “Plug-N-Play” easy; CMT Quick Qualifier Calculatorâ; CMT Op Statement Builderâ; Learn to pre-qualify a commercial loan in less than 15 minutes.
List of Documents:
· CMT_Balance Sheet.xls
· CMT_Income tatement.xls
· CMT_Net Worth Calculator.xls
· CMT_Op State Builder.xls
· CMT_Quick Qual.xls
· CMT_Op State Builder Explainer.pdf
· CMT_Quick Qual Explainer.pdf
· CMT_Default Rate Sheet.pdf
· CMT_Default UWMatrix.pdf
Lesson Seven (October 2009)
Fees & Compensation – Sample fee agreement as an engagement agreement. Get a closing cost reality check.
List of Documents:
· CMT_FeeAgree.pdf
Lesson Eight (November 2008)
Appraisal, Environmental & Insurance - Comprehensible “Know-How.”
List of Documents:
· See Insurance.pdf
Lesson Nine (December 2008)
CMT Quick Qualifier Calculator - samples and examples; test problems. Qualify a loan in under 15 minutes.
List of Documents:
· CMT Default UW Matrix.xls
· CMT Default Rate Sheet.pdf
· CMT Quick Qual.xls
· CMT Gregario Quick Qual.pdf
· CMT Gregario Quick Qual.pdf
· CMT Maxine Quick Qual.pdf
· CMT Terrance Quick Qual.pdf
· CMT Anita Quick Qual.pdf
· CMT_Quick Qual Explainer.pdf
Lesson Ten (January 2009)
Packaging - Packaging a commercial loan request: Our “Proven” packaging systems that gets loans approved. Why you ALWAYS want a “Great Package.”
List of Documents:
· Oasis Apartment Sample Case Study.pdf (See “Underwriting” Chapter)
· Blank Sample Loan Package.doc
· CMT_Stacking Order.pdf
· Executive Summary.doc
· Property Photos.doc
· CMT_FeeAgree.doc
Lesson Eleven (February 2009)
Commercial Mortgage Marketing - Part 2 – 40+ strategies and selling tips to fill your pipeline. See the “Commercial Mortgage Marketing Manual.”.
List of Documents:
· CMT Master Commercial Marketing Manual.pdf (Part 2)
Lesson Twelve (March 2009)
Commercial Loan Underwriting - Use Our Step-by-Step method; The mechanics of underwriting a commercial mortgage loan. It’s easy!!!
List of Documents:
· Master Oasis Sample Loan Package.pdf
· CMT_Underwriting Manual.pdf
· CMT_LoansDocsbyGroup.pdf
· CMT_LoanDocsbyPriority.pdf
· CMT_QuickQualExplainer.pdf
· CMT_Op State Builder Explainer.pdf
· CMT_DefaultRateSheet.pdf
· CMT_DefaultUWMatrix.pdf
