On Demand Audio Audio Only

SBA Loan Closings (Session 11): Other Conditions of 504 Loans (Audio Only)

Produced on March 19, 2020

Taught by
Janice E. Garlitz
$ 59 504 Loan Closing In Stock
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Course Information

Print
Time 1h 1m
Difficulty Intermediate
Topics covered in this course: 504 Loan Closing

Course Description

This program can be taken individually or as Chapter 11 of the 504 Loan Closing Course designed for attorneys and paralegals, CDC managers and staff, and bankers and bank counsel engaged in closing SBA 504 Loans or interested in learning more about integrating the closing process with loan eligibility and packaging and loan servicing.

This program discusses the following topics:

  • IRS Tax Transcripts

  • Appraisals

  • Earthquake Hazards and Seismic Certification

  • Construction Requirements and Occupancy Certificates

  • No Adverse Change Determinations

  • Borrower and Operating Company Certifications

  • Compensation Agreements (SBA Form 159)

  • Loan Agreements

  • Franchise, License, Dealer, Jobber and Similar Agreements

  • Management Agreements

  • Customer Identification Program

This course and all 504 Loan Closing courses were produced with a partner and are not included in any of our unlimited CLE subscriptions.

Credit Information

After completing this course, Lawline will report your attendance information to {{ accredMasterState.state.name }}. Please ensure your license number is filled out in your profile to ensure timely reporting. For more information, see our {{ accredMasterState.state.name }} CLE Requirements page . After completing this course, {{ accredMasterState.state.name }} attorneys self-report their attendance and CLE compliance. For more information on how to report your CLE courses, see our {{ accredMasterState.state.name }} CLE Requirements FAQ .

Faculty

Janice E. Garlitz

Janice E. Garlitz, PC

Janice E. Garlitz is a Designated Attorney with 19 years of experience creating, updating and teaching the 504 Loan Closing and 504 Loan Closing Update Courses. She serves as Closing Counsel for multiple CDCs and has 27 years of experience closing 504 and 7(a) SBA loans as well as 24 years of experience teaching adult legal education courses.