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Search across free lessons, LoanIQ, trade finance, CRE, syndicated lending, calculators, career guidance and support.

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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.