Know What You're Looking At

Gain a clear understanding of the most common commercial loan documents, what each one contains, and the role it plays in the overall transaction.

Understand Why Each Document Matters

Go beyond the surface and learn why lenders require specific documents, what they are looking to verify, and how each piece fits into the lending process.

Build Confidence on Every Deal

Walk into any commercial loan transaction with a stronger foundation, knowing you can read, interpret, and speak to the documents involved with clarity and confidence.

Do your clients ask about loan documents and you're not sure what to tell them?

Many brokers working in commercial lending encounter loan documents regularly but have never had a clear explanation of what each one means or why it's required. This course changes that. You'll work through the key documents involved in commercial loan transactions, learning what each one is, what information it captures, and the role it plays in the lending process — so you can guide your clients with confidence. What you'll walk away with: A working knowledge of the most common commercial loan documents A clear understanding of why lenders require each document The ability to review and discuss loan documents with confidence Ready to get started? Enroll today and build the foundation you need to navigate commercial loan documents with confidence.

Meet Your Instructor

Hi, I'm Michael Boggiano. I've spent more than 25 years originating and structuring commercial real estate loans with a focus on small balance and multifamily lending. My experience was built transaction by transaction, learning how lenders evaluate risk and what it takes to move a deal from initial review through closing. Early in my career I noticed a real lack of practical guidance on how these deals actually work. That gap is what led me to create the Academy for Commercial Lending. My goal is to help mortgage professionals build genuine confidence, understand how lenders think, and approach commercial lending with a stronger foundation. If you've been looking for real-world insight from someone who has worked through these transactions firsthand, you're in the right place.

Curriculum

15 Chapters · 32 Lessons

  1. 1

    Introduction

    1. (Included in full purchase)

      Intoduction

  2. 2

    Chapter 1

    1. (Included in full purchase)

      Lifecycle of a Loan

    2. (Included in full purchase)

      Chapter 1 - Quiz

  3. 3

    Chapter 2

    1. (Included in full purchase)

      Letter of Intent and Term Sheet

    2. (Included in full purchase)

      Chapter 2 - Quiz

  4. 4

    Chapter 3

    1. (Included in full purchase)

      Before the Commitment

    2. (Included in full purchase)

      Chapter 3 - Quiz

  5. 5

    Chapter 4

    1. (Included in full purchase)

      The Loan Agreement

    2. (Included in full purchase)

      Chapter 4 - Quiz

  6. 6

    Chapter 5

    1. (Included in full purchase)

      The Promissory Note

    2. (Included in full purchase)

      Chapter 5 - Quiz

  7. 7

    Chapter 6

    1. (Included in full purchase)

      Loan Modifications and Forbearance

    2. (Included in full purchase)

      Chapter 6 - Quiz

  8. 8

    Chapter 7

    1. (Included in full purchase)

      Collateral Documents

    2. (Included in full purchase)

      Chapter 7 - Quiz

  9. 9

    Chapter 8

    1. (Included in full purchase)

      Collateral Validation

    2. (Included in full purchase)

      Chapter 8 - Quiz

  10. 10

    Chapter 9

    1. (Included in full purchase)

      Guaranties

    2. (Included in full purchase)

      Chapter 9 - Quiz

  11. 11

    Chapter 10

    1. (Included in full purchase)

      Environmental Due Diligence

    2. (Included in full purchase)

      Chapter 10 - Quiz

  12. 12

    Chapter 11

    1. (Included in full purchase)

      Indemnification

    2. (Included in full purchase)

      Chapter 11 - Quiz

  13. 13

    Chapter 12

    1. (Included in full purchase)

      Wrap Up

  14. 14

    Final Exam

    1. (Included in full purchase)

      Final Exam

  15. 15

    Handouts

    1. (Included in full purchase)

      Document Interaction

    2. (Included in full purchase)

      Promissory Note Overview

    3. (Included in full purchase)

      Loan Agreement Overview

    4. (Included in full purchase)

      Security Agreement & UCC 1 Overview

    5. (Included in full purchase)

      Deed of Trust Handout

    6. (Included in full purchase)

      Recourse Overview

    7. (Included in full purchase)

      Title Process Flow Handout

What people are saying

Testimonials build trust — fast. Edit this section to show how your product is making a difference and help your audience purchase with confidence.

”
The way Michael explains each document makes it easy to understand and apply right away. I went from feeling uncertain during transactions to being the person my clients rely on for clear answers.
Jose

Commercial Loan Officer,  NJ

”
"I was fairly new to commercial lending and this course gave me exactly what I needed. Each document is explained clearly with context for why it matters. It made a noticeable difference in how I approach every deal
Ashley

Mortgage Broker, Tennessee

”
As someone just getting started in commercial lending, the document side of transactions felt overwhelming at first. This course simplified everything and gave me a solid foundation to build on. I feel like I actually belong in the room now
Jessica L.

Junior Loan Originator, NV

”
I recently made the move from residential to commercial lending and had no idea what most of these documents were. This course gave me a clear starting point and the confidence to have informed conversations with lenders and clients from day one
Brad

Mortgage Originator, CO

Start Understanding Commercial Loan Documents Today

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