Loan Documentation


The Loan Documentation Workshop is a three-day legal documentation course specifically designed for asset-based lenders.

For upcoming workshop dates, click here.

What you will learn

  • Overview of the documentation process from term sheet to closing checklist
  • The loan and security agreement
  • The art of document negotiation, ancillary documents
  • Creating and perfecting security interests in personal property
  • Creating and perfecting liens on real property
  • Workouts and restructuring

Who should attend

Program Level: Intermediate/Advanced

Loan officers, account executives and others who negotiate or supervise asset-based loans with at least one year of management responsibility in the negotiation or administration of loan portfolios.

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  • How to become an active partner with your legal representatives in structuring and documenting transactions
  • How to identify and respond to negotiating points commonly raised by the borrower's counsel
  • How to effectively supervise and evaluate the performance of your legal representatives
  • How to create and perfect security interests and liens