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Wooden Stairs

Critical Steps to Successful CRE Transactions:  Checklist & Training

More to follow on this, but we can help you develop an excellent checklist - and as us about our Default checklist for your Special Assets team (we will send it to you upon request).  But checklists are never a substitute for substantive knowledge.  Insure that you don't have "box-checkers" and you've given everyone the tools to do their best work!

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Tips for Special Assets Teams

We'll be adding new Tips each Month!   

 

June 2024 - Start to think about next year's budget for Training!!!  

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June 1, 2024:  Make sure you issue a Reservation of Rights Letters AND have an executed Pre-negotiation Letter in place before you start working with borrowers.  Don't have one?  Contact your attorney - and make sure your team understands and complies with the terms too!  

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Stay tuned ... more good stuff coming!  While you wait, check out TREPP for in-depth commercial real estate data broken down:  https://info.trepp.com/trepptalk

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Also, check out the Webinars from REOMAC ... informative and highly topical with speakers in the know!  

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