Loan Documentation 101 – 2 Part Series

Part 1 of this two part series covers basic loan documentation principles and practices, including loan applications, financial statements, committee memos, and presentations. It also includes lien document perfection, searches, title verification documents, promissory notes, and authorization documentation for all kinds of borrowers.

Series Details

Loan Documentation 101 – Part 1: The Basics

Learn about basic loan documentation principles and practices under Revised Article 9 for collateral.

  • Loan applications and financial statements
  • Loan committee memos and presentations
  • Lien documents
  • Lien perfection including UCC-1 and other filing requirements
  • Lien searches and title verification documents
  • Promissory notes
  • Authorization documentation for all kinds of borrowers

Loan Documentation 101 – Part 2: Business Collateral

Learn about basic loan documentation principles and practices under Revised Article 9 for collateral.

  • Loan applications and financial statements
  • Loan committee memos and presentations
  • Lien documents
  • Lien perfection including UCC-1 and other filing requirements
  • Lien searches and title verification documents
  • Promissory notes
  • Authorization documentation for all kinds of borrowers

What You’ll Learn

  • Loan applications and financial statements
  • Loan committee memos and presentations
  • Lien documents
  • Lien perfection including UCC-1 and other filing requirements
  • Lien searches and title verification documents
  • Promissory notes
  • Authorization documentation for all kinds of borrowers
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Date

Oct 27 - 28 2026

Time

1:30 pm - 3:30 pm

More Info

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