Day 3: Agenda
All times refer to the Eastern Time Zone.
Morning Classes
Ch. 14 – Introduction to Escrow Operations & Fund Commercial Services
Presenter: Kelly Lockwood
Afternoon Classes
Ch. 17 – The Commercial Settlement Statement & Closing the Transaction
Presenter: Michael Rothman
Details
Ch. 15 – Commercial Loan Documents
Description
Loan documents in a commercial transaction are generally more complex than those commonly seen in a residential transaction and require careful review, which can be time consuming. The good news is that within the framework of the letter of intent, most commercial loan documents can and should be negotiated, so it’s important to know what to look for, especially when representing the borrower. This segment focuses on important aspects and review of the documents, including working with lender’s counsel, and negotiating the documents, and considers matters not often seen in residential loan documents, including future advances, guaranties, environmental indemnitees, assignments of rents and leases and UCC-1 financing statements.
Cynthia Raleigh, Underwriting Manager, Commercial Services, The Fund
Cynthia Raleigh is The Fund’s Commercial Services Manager based in Orlando. She joined The Fund in 2018 as a Commercial Services Underwriting Counsel. Cynthia earned her J.D. from the University of Miami School of Law, cum laude, and a B.S. from New York University. Cynthia is Board Certified in Real Estate and is a member of the Florida Bar’s Real Property, Probate & Trust Law section.
Before joining The Fund, Cynthia gained commercial transactional and land use experience at both national and boutique law firms. She advised developers, homebuilders, and individuals nationwide in sales, purchases, leasing, and financing. Her experience includes retail, hotel, mixed use, and large-scale residential development.
Links
Questions
Education Registrar - educationregistrar@thefund.com
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Test your system & try a test session. The live virtual classes will use Zoom. You may need to download Zoom meeting software.