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Commercial Real Estate lending

Operate CRE loans from closing through final release.

Learn acquisition, construction, collateral, servicing, property monitoring, payoff and workout workflows through practical controls.

Five operating areas

Follow the property and loan lifecycle

MODULE 01

Structures & lifecycle

Products, property stages, repayment and operating model.

MODULE 02

Closing & collateral

Diligence, settlement, funding and perfection controls.

MODULE 03

Construction lending

Draws, budgets, inspections and completion protection.

MODULE 04

Ongoing servicing

Payments, escrows, reporting and covenant monitoring.

MODULE 05

Payoff & workout

Maturity, extensions, payoff and collateral release.

Available guides

Start with the CRE operating model

5 guides
Structures & lifecycleFoundation10 min

CRE products and lending lifecycle

Connect acquisition, construction, bridge and permanent financing to the property’s operating stage.

Open guide
Closing & collateralCore13 min

Closing, due diligence and collateral controls

Coordinate approval, legal documents, title, appraisal, environmental review, insurance and settlement.

Open guide
Construction lendingAdvanced15 min

Construction draw administration

Validate budget, completed work, eligible costs, equity, inspections, lien protection and remaining availability.

Open guide
Ongoing servicingCore13 min

Servicing, escrows and property monitoring

Administer payments, reserves, financial reporting, tenant performance, covenants and upcoming property events.

Open guide
Payoff & workoutAdvanced14 min

Payoff, extension and workout operations

Control maturity decisions, payoff statements, collateral release, modifications and approved problem-loan actions.

Open guide

Educational operations guidance

These guides explain common CRE operating concepts. Applicable law, approved credit terms, executed documents, valuation requirements and your institution’s procedures control each real transaction.