Loan Transaction Process

Courses

1. 9 min

   Overview of a Loan Transaction

   An overview of the main stages of a typical loan transaction, including preliminary negotiations, drafting the main documents, preparing for and closing the transaction, and ongoing compliance matters.

2. 17 min

   Due Diligence in Lending Deals

   An overview of the typical diligence process in lending transactions, including what’s reviewed and why.

3. 7 min

   Loan Closings

   A review of the typical process for closing a lending transaction, from picking a closing date, to conditions precedent and conditions subsequent, closing checklists, preparing for closing, and closing day.

4. 7 min

   Principal Repayments

   An overview of loan repayments, including a discussion of amortization, balloon payments, voluntary vs. mandatory prepayments, and prepayment penalties.