Find the lending topic you need.
Search across free lessons, LoanIQ, trade finance, CRE, syndicated lending, calculators, career guidance and support.
38 results
Ranked by title, topic and operational relevance
Foundations
The commercial lending lifecycle
See how a loan moves from origination and approval through closing, servicing, monitoring and final repayment.
Syndicated lending
Bilateral vs syndicated loans
Understand how lender structure changes communication, allocation, settlement and control responsibilities.
Loan servicing
Drawdown operating workflow
Follow a borrowing request from receipt and validation through funding, booking and reconciliation.
Loan servicing
Interest and fee basics
Learn the building blocks behind rate, spread, day count, accrual periods and common facility fees.
Loan servicing
Rollover process in commercial lending
Follow a maturing borrowing through instruction, eligibility checks, rate selection, rebooking and post-event reconciliation.
Foundations
Commercial loan facility setup validation
Translate executed terms into a controlled facility record covering limits, parties, pricing, fees, dates and operational rules.
Loan servicing
Loan payment application and reconciliation
Control an incoming borrower payment from identification and allocation through posting, lender distribution and accounting proof.
LoanIQ · Getting started
Deal, facility and outstanding hierarchy
Build a clear mental model of how borrower relationships, agreements, facilities and active loans connect.
LoanIQ · Servicing workflows
Drawdown workflow and validations
Connect borrower instruction, availability checks, transaction setup, funding and reconciliation.
LoanIQ · Transactions
Rollover and repricing lifecycle
Understand how an existing loan moves into a new interest period without losing principal or pricing continuity.
LoanIQ · Controls
Exceptions, maker-checker and audit evidence
Use a consistent control approach for critical fields, overrides, failed validations and operational corrections.
Trade finance · Documentary credits
Documentary credit parties and lifecycle
Understand how the applicant, beneficiary and banks connect from application through presentation and closure.
Trade finance · Issuance & servicing
Issuance, amendments, availability and fees
Connect approved terms to the issued instrument, facility usage, amendment consent and fee administration.
Trade finance · Examination & settlement
Presentation examination and discrepancies
Follow document receipt, examination, discrepancy recording, applicant waiver and notice handling.
Trade finance · Examination & settlement
Settlement, reimbursement and reconciliation
Connect honour or negotiation to customer funding, interbank reimbursement, accounting and exposure reduction.
Trade finance · Standbys & guarantees
Standby LCs and demand guarantees
Distinguish standby and guarantee structures, claims, reductions, expiry and counter-guarantee operations.
CRE · Structures & lifecycle
CRE products and lending lifecycle
Connect acquisition, construction, bridge and permanent financing to the property’s operating stage.
CRE · Closing & collateral
Closing, due diligence and collateral controls
Coordinate approval, legal documents, title, appraisal, environmental review, insurance and settlement.
CRE · Construction lending
Construction draw administration
Validate budget, completed work, eligible costs, equity, inspections, lien protection and remaining availability.
CRE · Ongoing servicing
Servicing, escrows and property monitoring
Administer payments, reserves, financial reporting, tenant performance, covenants and upcoming property events.
CRE · Payoff & workout
Payoff, extension and workout operations
Control maturity decisions, payoff statements, collateral release, modifications and approved problem-loan actions.
Syndicated · Structure & roles
Syndicated roles and the operating model
Understand who owns the credit, who administers the facility and where each operational handoff begins and ends.
Syndicated · Agency operations
Agency notices, funding and cash distributions
Run the daily notice-to-cash cycle with clear cut-offs, verified instructions, allocation controls and lender communication.
Syndicated · Positions & cash
Lender positions and pro-rata allocations
Control commitments, funded balances, availability, accrual entitlements and rounding across facilities and lenders.
Syndicated · Transfers
Assignments, secondary trades and participations
Distinguish lender-of-record transfers from economic participations and control the path from trade intent to effective position.
Syndicated · Change & stress
Amendments, consents, defaults and workouts
Coordinate voting, effective conditions, system changes and heightened controls when a facility changes or becomes stressed.
Premium
Commercial Lending Operations · In-depth Reference
A comprehensive end-to-end reference covering bilateral, syndicated and agency operations, servicing, controls and worked operational context.
Premium
Commercial Lending Operations · Quick Reference
A concise lifecycle guide for practical review across closing, servicing, amendments, cash, agency and LoanIQ-oriented operations.
Premium
Commercial Real Estate Lending Operations
A practitioner-focused CRE reference covering closing, construction draws, collateral, escrows, monitoring, payoff and workout.
Premium
CRE + LoanIQ Interview Questions & Answers
A focused interview-preparation pack connecting commercial real estate lending operations with LoanIQ-oriented process discussions.
Premium
LoanIQ Interview Question Bank
A broader question-and-answer practice bank for LoanIQ workflows, controls, servicing concepts and operational interview preparation.
Premium
Complete Premium Library Bundle
One purchaser licence covering the complete commercial lending, CRE and LoanIQ interview-preparation collection.
Tools
Global benchmark & currency calculators
Interest, payoff, pro-rata allocation and commitment-fee calculators across ten currency benchmarks.
Career
Career Hub
Role pathways, skills self-assessment, interview frameworks and a practical 90-day plan.
Premium
Premium PDF library
Five protected reference and interview-preparation packs planned for purchase after go-live.
Support
1:1 coaching
Timezone-aware personal guidance is coming soon; join the interest list for launch updates.
About
About the platform
Independent, practitioner-led commercial lending operations education for a global audience.
Pricing
Pricing and availability
See what is free today and which paid services are being prepared for launch.
