Underwriting Owner-Occupied Properties Online Certificate Training Course
Underwriting Owner-Occupied Properties Live Online Certificate Training Course
Get certified by industry veterans with step-by-step instructions on analyzing and processing loan requests for office, industrial, warehouse, medical office, and retail properties!
- Document Collection
- Sponsor Qualification
Feasibility of a Loan Request
- Underwriting Acquisitions
- Underwriting Construction
- Create Loan Packages
Closing Deals
Course Description:
Owner-occupied properties offer significant benefits to business owners, and this course will train you to underwrite properties from beginning to close, both efficiently and accurately. From document collection, to evaluating cash flow analysis, to deal close, you’re going to learn it all in 4 short online live training sessions. Using this online live training can help you streamline the owner-occupied loan process and ensure a positive experience for both borrower and lender.
Course Sessions:
1. Wednesday, September 1, 2021: Identifying Creditable Loan Requests
- Client Interview
- Document Collection
- Sponsor Qualification
2. Wednesday, September 8, 2021: Underwriting Owner-Occupied I
- Sources and Uses
- Historical Financials
- Proforma Financials
3. Wednesday, September 15, 2021: Underwriting Owner-Occupied II
- Key Metrics to Consider
- Deal Analysis
- Loan Packaging
4. Wednesday, September 22, 2021: Getting the Deal Financed
- Pre-Stabilized Financing Options
- Stabilized Financing Options
- Closing the Deal
All sessions are from 7-8 PM CST.
Knowledge is Power! Enroll Now.
Get over 25 years of commercial real estate underwriting and loan processing skills for owner-occupied properties nationwide, all in 4 short nightly courses, taught live online. Learn how to help business owners become real estate owners, and accelerate your career ahead. Tickets are $499 for all 4 classes and the certificate. Seats are LIMITED!
Course Instructor:
Mr. Williams is the Managing Member of Pioneer Realty Capital. Mr. Williams participates in all phases of capital sourcing, analytics, structuring debt, and equity placement. For nearly two decades he has successfully negotiated interim, permanent, and joint venture financing for mixed use master-planned communities, office buildings, shopping centers, multi-family, industrial, mini/RV/boat storage, and multiple specialty projects throughout the United States. Mr. Williams received his bachelor’s in business and MBA with a focus on accounting and finance from LeTourneau University.
“We have built our reputation on our ability to identify quality transactions, financially underwrite transactions, and properly evaluate risk, and we want to share that knowledge with YOU”
— CHARLES WILLIAMS
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