Our Commercial Loan Origination training program consists of three full-day courses and a comprehensive on-line test at the end of the training. All classes are offered on the weekend to accommodate busy schedules of our students, and can be spaced in time, so you don't have to take three straight days out of your busy week. Additionally, any class can be repeated for FREE within 12 months of the original course.

CLO101 – Fundamentals of Successful Commercial Loan Origination

The course covers the foundation of Commercial Loan Origination. Just like a solid building starts from a solid foundation, your entrance into the commercial lending field should start from a solid knowledge and understanding about the fundamentals of commercial lending. In this class we will cover:

• Composition of the lending industry
• Sources of money and their preferences
• Types of borrowers and how to deal with each of them
• Types of properties and projects
• Types of loans
• Commercial Loan application
• Pre-underwriting your loans for better chance of approval
• Documentation analysis
• Rates, points, terms, etc.
• Packaging the loan and effective presentation
• Loan closing issues
• Follow up
• Pipeline Maintenance
• And many other subjects and several real life case studies

At the end of the day you will be ready to submit your first loan and actually CLOSE it, and get PAID.

CLO102 – Business Development and Marketing strategies for Commercial Loan Originator

The second part of the course concentrates on business development strategy of a successful commercial loan originator. Mistake made by unsuccessful loan originators is that they treat business as a succession of sporadic transactions, rather then a consistent and predictable business system. In order for any business to survive and strive as a long-term concern, the business owner must understand all aspects of strategic business planning. SSpending little time or no time at all on marketing and business planning of your enterprise while concentrating too much on the technical side of origination is a sure thing to make you an rate-sheet reader with no loan pipeline. We will cover:

• Business Planning
• Sources of business
• Lending niches
• Effective marketing plan
• Client need analysis and consultation process
• Negotiating strategies
• Strategic alliance building
• Time Management and organizational issues
• Building a team
• Technology issues
• Auxiliary business building
• and many other subjects that will help you establish a striving business

CLO201 – Advanced Commercial Loan Origination strategies

The third part of the course takes you into the types of deals where most of the unprepared originators give up and loose most of their income. The course deals with advanced topics of structured commercial finance transactions. We will cover such topics as

• Mezzanine lending,
• Equity vs. debt financing,
• Private vs. Institutional Financing
• Joint ventures,
• Participating debt,
• Equity shifting,
• Exchange transactions,
• Commercial development and construction projects,
• Private money lending,
• Project syndications,
• and many other subjects that you will not find in a commercial lending text book. This class will include participation by several industry experts involved in advanced transaction structuring.

Logistics

If you are flying in from out of town, please arrive the day before so you can be rested and fresh for the day. The curriculum is highly intensive and challenging, so you want to make sure to maximize your time in the classroom. If you need suggestions for a hotel or travel arrangements, feel free to contact us via email info@commerciallotraining.com.

We recommend that you wear comfortable yet tasteful business attire in the class, such as slacks and nice golf or dress shirt. This boot camp is a great networking opportunity, so you should look professional. At the same time, make sure that you are comfortable during the whole day of training. Sorry, no shorts and t-shirts.

You don't need to bring any writing paper, your work book will have plenty of room for taking notes. Computer is optional, it is recommended that you bring an HP10B-II Calculator, which we will use.

Locations and directions

San Diego location – More details to follow
Los Angeles Location – More details to follow
San Jose Location – More details to follow

We fully guaranty your satisfaction with the course. If any of the classes does not meet your expectations, you can re-take it any time within 12 months from the original class for FREE, however, if even after that you are not satisfied, we will refund your entire tuition.