Loan Documentation for Commercial Lending

Loan Documentation for
Commercial Real Estate Lending Transactions


by David Osburn, Osburn & Associates LLC
June 30, 2021 – 9 am – 3 pm
This presentation will be presented over the Zoom platform.

Attend this proactive seminar and receive a thorough overview of commercial real estate (CRE) loan documentation.

Basic “business” structure, loan “structure,” and loan “support” will be highlighted along with a review of “commercial real estate” loan documentation including promissory notes, business loan agreements, deeds of trust, assignment of rents, hazardous substances certificates, subordination agreements, landlord waivers, flood insurance notices, and other supporting documents including corporate resolutions, guarantees, and Reg B notices.

Additionally, the related concepts of managing “problem” commercial real estate loans/collateral,  MAI appraisals, leases, “fee simple” and judicial foreclosures, “deficiency” judgments, the “single form of action rule,” and other legal issues dealing with commercial real estate transactions will be reviewed. 

The seminar will be summarized via a “hands-on” comprehensive CRE “loan documentation” case study.


1) Discuss commercial real estate (CRE) loan documentation issues

2) Review basic “business” structure, loan structure, and loan support

3) Highlight CRE loan documentation including promissory notes, deeds of trust landlord waivers, and guarantees

4) Discuss related concepts of “problem” commercial real estate loans/collateral, MAI appraisals, leases, foreclosures, deficiency judgments, and other “legal issues” with commercial real estate transactions

5) Analyze comprehensive CRE loan documentation case

Who should attend:

Commercial lenders, credit analysts, loan documentation specialists, branch managers, private bankers, and business development officers

From a past attendee: 

“David’s trainings are always engaging and informative! Whether a novice or experienced, David’s courses offer something for all. He is always great about adapting the course to the pace of the audience. Would highly recommend.”
Chase Hawkins, CIA, CRMA | Senior Internal Auditor
Centennial Bank



David Osburn is the founder and managing member of David L. Osburn & Associates LLC, a Las Vegas-based business training and contract CFO firm that provides seminar/keynote speeches for various groups including CPAs, bankers, attorneys, credit union employees, credit managers, trade groups, and business owners. He also serves as a contract CFO for several clients including construction companies, medical practitioners, and real estate developers, co-manages a bank educational program with the University of Nevada Las Vegas, and is a board member of North Star Business Services, a commercial lending company (commercial real estate and equipment financing).

His extensive professional background encompasses over 24 years in banking, finance, and marketing. His bank commercial lending credentials include comprehensive loan underwriting, management, customer development, and loan work-out experience.


Registration Form
Loan Documentation for
Commercial Real Estate Lending Transactions


BANK/COMPANY NAME:______________________________________________________

REGISTRANT NAME:__________________________________________________________

CELL NUMBER:_______________________________________________________________

EMAIL ADDRESS:_____________________________________________________________

Registration Fees

_____ $199 for Member Banks   _____ $398 for Non-Member Banks 

Virtual conferences allow for BANKS to register by location (device) instead of by individual banker. Want your branches to participate?  Facilities within your organization will be able to participate without the travel costs of coming to one location.



_____ Please invoice          _____ Please charge my credit card below.


TO REGISTER:  Scan & Email to
QUESTIONS: Contact Lori Richardson (601) 709-3736 or email the address above.


Credit Card Information

Name on Bank Card_____________________________________________________________

Credit Card Number_____________________________________________________________

Expiration Date___________________________CVV_________________________________

Billing Zip Code_____________________________________