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Quick Start Guide
Simple steps for entering a
loan using Broker Pro software.
Broker Guide
Step-by-step guide that
details the process of originating a commercial loan and entering the loan
into BrokerPro (15 pages).
Owner-Occupied Loans
Simple steps to
enter and analyze Owner-Occupied loans
(6 pages).
Restaurant Loans
Simple steps to enter and
analyze Restaurant loans
(4 pages).
Construction Loans
Simple steps to enter and
analyze New Construction loans
(4 pages).
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Fee
Agreement (2 pages)
Letter of Interest to Borrower (1 page)
Closing Cost Worksheet (1 page)
Office
Application (3 pages)
Retail Application (3 pages)
Industrial Application (3 pages)
Multifamily Application (3 pages)
Mobile Home Park
Application
(3 pages)
Self Storage
Application (3 pages)
Hotel/Motel
Application (2 pages)
Healthcare
Application (3 pages)
Note: for Mixed Use
properties, use any combination from above
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Underwriting Guide
Detailed underwriting manual
describing underwriting guidelines based on property type (23 pages).
Underwriting Matrix
Matrix of major underwriting
guidelines (1 page).
Sample Lender Quote
Illustrates a sample Loan
Quote from a lender (4 pages).
Glossary
Comprehensive glossary
commercial mortgage terms (51 pages).
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Sources for Leads
Detailed guide to
understanding the process of building your commercial mortgage business
and increasing deal flow; includes sample letters that help you build your
commercial mortgage pipeline (19 pages).
Origination Overview
Simple overview guide of the
commercial mortgage origination process (4 pages).
US Licensing Agencies
Contact information for
mortgage and real estate regulatory agencies in the U.S. (10 pages).
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Video
1
- Introduction to Commercial
Mortgage Origination - Analysis (Part 1)
This video covers the
initial sizing of a loan to determine the feasibility. Introduces the
concepts of NCF, Value, LTV and DSCR.
(Video length: 11 min.)
Video
2 -
Introduction to Commercial Mortgage Origination - Adjustments (Part 2)
This video illustrates how
to address underwriting issues discovered in the initial
analysis. Introduces Vacancy, Replacement Reserves and other underwriting
reserves, and Cap Rates.
(Video length: 13 min.)
Video
3 -
Introduction to Commercial Mortgage Origination - Packaging (Part 3)
This video illustrates the
best practices for preparing loan requests for fast quotes.
(Video length: 20 min.)
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Video 4 - How to Increase your Profit on
Commercial Mortgage Deals
This video discusses loan
interest rate spreads and fees, underwriting constraints and guidelines based upon
different property types and other issues that affect the overall loan
risk and loan pricing.
(Video length: 20 min.)
Video 5 - Key Issues in Sizing and
Underwriting Multifamily Loans
This video illustrates key issues
in originating, sizing and underwriting Multifamily loans. The video
covers perspectives from the originator and the underwriter.
(Video length: 15 min.)
Video 6 - LoanSizer Broker Pro -
Features & Functionality
This video demonstrates general
workflow, adding Properties and Buildings, attaching pictures, rent roll,
modifying leasing assumptions, normalizing the income stream, and
modifying underwriting guidelines.
(Video length: 16 min.) |
