Real Estate

4.6

Real Estate Financing From Start to Finish

Credits Available
Credit Status Total
California MCLE Paralegal Approved 6 Total
Alaska CLE Reciprocity 6 Total
Arkansas CLE Approved 6 Total
Arizona CLE Approved 6 Total
California CLE Approved 6 Total
Colorado CLE Approved 7 Total
Connecticut CLE Approved 6 Total
Delaware CLE Approved 6 Total
Florida CLE Approved 7 Total
Georgia CLE Approved 6 Total
Hawaii CLE Approved 6 Total
Iowa CLE Approved 6 Total
Idaho CLE Approved 6 Total
Illinois CLE Approved 6 Total
Indiana CLE Approved 6 Total
Kansas CLE Approved 7 Total
Kentucky CLE Approved 6 Total
Louisiana CLE Approved 6 Total
Maine CLE Approved 6 Total
Minnesota CLE Approved 6 Total
Missouri CLE Approved 6 Total
Northern Mariana Islands CLE Approved 6 Total
Mississippi CLE Approved 6 Total
Montana CLE Approved 6 Total
North Dakota CLE Approved 6 Total
Nebraska CLE Approved 6 Total
New Hampshire CLE Approved 6 Total
New Jersey CLE Approved 7.2 Total
New Mexico CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Oklahoma CLE Approved 7 Total
Oregon CLE Approved 6 Total
Pennsylvania CLE Approved 6 Total
Rhode Island CLE Upon Request 6 Total
Tennessee CLE Approved 6 Total
Texas CLE Approved 6 Total
Virginia CLE Approved 6 Total
Vermont CLE Approved 6 Total
Washington CLE Approved 6 Total
Wisconsin CLE Approved 7 Total
West Virginia CLE Approved 7.2 Total
Wyoming CLE Approved 6 Total
Delaware Certified Paralegal Program Approved 6 Total
Florida Registered Paralegal Approved 6 Total
Indiana Paralegal CLE Approved 6 Total
Montana CLE Credit for Paralegals Approved 6 Total
New Mexico Paralegal Division, State Bar of Approved 6 Total
Ohio Certified Paralegals Approved 6 Total
NFPA Approved 0 Total
Texas State Bar of Paralegal Division Approved 6 Total
OnDemand
5 hours 48 minutes
Calvin Souder
Donald Bonomo
Jennifer Leighton
Kevin Dunlevy
With Calvin W. Souder from Souder Law Group, LLP + 3 others
Recorded October 03, 2025.
Product ID 101071

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Overview

Spot Risks and Negotiate Terms That Protect Your Clients' Interests

As an attorney, your ability to navigate loan structures, spot risks, and negotiate financing terms isn't just helpful - it's essential. A missed red flag, a poorly negotiated term, or an overlooked document can cost your client the deal (or worse). This focused CLE course is designed to ensure your knowledge of real estate financing does exactly what it should: protect your client and close the deal. Whether you're dealing with a traditional mortgage, structuring a creative deal, or salvaging a distressed asset, get the foundational knowledge you need to be an effective counsel. Register today!

  • Advise clients on the benefits and risks of alternative financing methods.
  • Identify and address deal-breaking issues before they derail lender approval.
  • Know which loan terms are fair game for negotiation.
  • Learn how to draft precise, compliant, and defensible legal opinions.
  • Dissect the settlement statement or closing disclosure with a sharp legal eye.
  • Help clients navigate different options for troubled loans.

Abbreviated Agenda

  1. Types of Real Estate Loans Explained
  2. Alternative Methods of Financing: Pros, Pitfalls, and Paperwork
  3. Lender Underwriting and Due Diligence
  4. Distressed Real Estate Essentials: From Loan Modifications to Foreclosure
  5. Key Loan Documents: Review Checklists and Negotiation Insights
  6. Drafting Real Estate Legal Opinions
  7. Reviewing the Settlement Statement/Closing Disclosure

Related Topics

Product ID 101071

Credit Details

Credits Available
Credit Status Total
California MCLE Paralegal Approved 6 Total
Alaska CLE Reciprocity 6 Total
Arkansas CLE Approved 6 Total
Arizona CLE Approved 6 Total
California CLE Approved 6 Total
Colorado CLE Approved 7 Total
Connecticut CLE Approved 6 Total
Delaware CLE Approved 6 Total
Florida CLE Approved 7 Total
Georgia CLE Approved 6 Total
Hawaii CLE Approved 6 Total
Iowa CLE Approved 6 Total
Idaho CLE Approved 6 Total
Illinois CLE Approved 6 Total
Indiana CLE Approved 6 Total
Kansas CLE Approved 7 Total
Kentucky CLE Approved 6 Total
Louisiana CLE Approved 6 Total
Maine CLE Approved 6 Total
Minnesota CLE Approved 6 Total
Missouri CLE Approved 6 Total
Northern Mariana Islands CLE Approved 6 Total
Mississippi CLE Approved 6 Total
Montana CLE Approved 6 Total
North Dakota CLE Approved 6 Total
Nebraska CLE Approved 6 Total
New Hampshire CLE Approved 6 Total
New Jersey CLE Approved 7.2 Total
New Mexico CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Oklahoma CLE Approved 7 Total
Oregon CLE Approved 6 Total
Pennsylvania CLE Approved 6 Total
Rhode Island CLE Upon Request 6 Total
Tennessee CLE Approved 6 Total
Texas CLE Approved 6 Total
Virginia CLE Approved 6 Total
Vermont CLE Approved 6 Total
Washington CLE Approved 6 Total
Wisconsin CLE Approved 7 Total
West Virginia CLE Approved 7.2 Total
Wyoming CLE Approved 6 Total
Delaware Certified Paralegal Program Approved 6 Total
Florida Registered Paralegal Approved 6 Total
Indiana Paralegal CLE Approved 6 Total
Montana CLE Credit for Paralegals Approved 6 Total
New Mexico Paralegal Division, State Bar of Approved 6 Total
Ohio Certified Paralegals Approved 6 Total
NFPA Approved 0 Total
Texas State Bar of Paralegal Division Approved 6 Total
Select Jurisdiction
CLE
Paralegal

Agenda

All times are shown in

  1. Types of Real Estate Loans Explained

  2. Alternative Methods of Financing: Pros, Pitfalls, and Paperwork

    1. Seller Financing
    2. Lease Options and Lease-Purchase Agreements
    3. Sale-Leasebacks
    4. Subject-to, Wraparound Mortgages, and Creative Deals
    5. Investment-Driven Real Estate Acquisition
    6. Private Lending and Hard Money Loans
    7. Tax Credit and Government Programs

  3. Lender Underwriting and Due Diligence

    1. Underwriting: Residential vs. Commercial Real Estate
    2. The Term Sheet
    3. Lender Conditions Precedent to Closing
    4. Property Due Diligence
    5. Borrower's Financials
    6. Appraisals and Other Third-Party Reports
    7. Fixing and Negotiating Around Red Flags and Deal Killers

  4. Distressed Real Estate Essentials: From Loan Modifications to Foreclosure

    1. Loan Modifications
    2. Forbearance Agreements
    3. Short Sales
    4. Deeds in Lieu of Foreclosure
    5. Foreclosure Process: Judicial vs. Nonjudicial

  5. Key Loan Documents: Review Checklists and Negotiation Insights

    1. The Loan Commitment
    2. Promissory Note
    3. Mortgage or Deed of Trust
    4. Security Agreements and UCC Filings
    5. Guarantees: Personal, Limited, Bad Boy Carve-Outs
    6. The Loan Agreement
    7. Estoppel Certificates and SNDA Agreements

  6. Drafting Real Estate Legal Opinions

  7. Reviewing the Settlement Statement/Closing Disclosure

Who Should Attend

This program is designed for attorneys. Loan officers and underwriters, real estate professionals, title professionals, and paralegals may also benefit.

Speakers

Calvin W Souder
Calvin W.
Souder
Souder Law Group, LLP
Donald T Bonomo
Donald T.
Bonomo
The Law Offices of Perez & Bonomo
Jennifer A Leighton
Jennifer A.
Leighton
Leighton Feldman LLC
Kevin J Dunlevy
Kevin J.
Dunlevy
LeVander Gillen & Miller P.A.
Speaker bio
Calvin W Souder

Calvin W. Souder

Souder Law Group, LLP
Calvin Souder

is an attorney at Souder Law Group, LLP, whose practice includes commercial and residential real estate, tax law, complex litigation, toxic torts, product liability, fraud, corporate governance, compliance, and insurance. He represents corporations and government entities, advising on complex corporate transactions and various legal matters. In his practice, Mr. Souder assists developers and property owners with redevelopment agreements, Long-term Tax Exemptions (PILOTS), and tax appeals. He provides crucial guidance in landlord/tenant and municipal court cases, helping clients develop defense strategies against claims and manage legal challenges. Additionally, Mr. Souder offers strategic planning consultation, focusing on the impact of policy and regulatory changes. His expertise also includes facilitating client access to legislators involved in legislation across real estate, education, healthcare, energy, environment, and insurance. Born in Newark, he has deep community ties, evidenced by his former role as chairman of the Board of Trustees at Essex County College. Mr. Souder also served as vice chairman of Newark Now, a program focusing on financial empowerment and fatherhood, and as a trustee of the Mental Health Association of New Jersey, emphasizing mental health awareness in minority communities. His international commitment includes annual trips to Ghana with Adopt-one-Village, helping provide essential resources to village youths. Recognized as a future leader, Mr. Souder participated in Leadership New Jersey in 2011 and completed the Masters of Distinguished Leaders program in 2013. His leadership extended to advising on significant state initiatives, including the UMDNJ-Rutgers merger and an investigation into the Passaic Valley Sewerage Commission. Before founding Souder Law Group, LLP, Mr. Souder worked at a prestigious national law firm. He clerked for U.S. District Judge Susan D. Wigenton and New Jersey Superior Court Judge John A. O'Shaughnessy. His clerkship involved reviewing legal motions and appeals and drafting opinions on civil and criminal matters. Mr. Souder's academic background includes graduating with honors from Seton Hall University School of Law in 2007. He was active in leadership roles within the Black Law Student Association. Mr. Souder received the ALI-ABA Scholarship and Leadership Award, and was acclaimed as the Best Oral Advocate in Appellate Advocacy. His undergraduate years at the College of the Holy Cross saw him as a varsity football player and vice president of the Black Student Union. This multifaceted professional journey highlights Mr. Souder's commitment to law, education, community service, and leadership, marking him as a distinguished figure in both the legal field and community engagement.

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Speaker bio
Donald T Bonomo

Donald T. Bonomo

The Law Offices of Perez & Bonomo
Donald Bonomo

is a founding member and senior partner of The Law Offices of Perez & Bonomo. He is a consumer protection attorney dedicated to helping families and individuals achieve their financial goals, and overcome legal obstacles and challenges. Mr. Bonomo is a member North American Consumer Bankruptcy Association, the New Jersey State Bar and Bergen County Bar. He is accredited and licensed in The New Jersey State District and Federal Court. He is also licensed in the U.S. Tax Court, Court of International Trade and Court of Veterans Affairs. Mr. Bonomo has been quoted in the Wall Street Journal, Bergen Record, and the Jersey Journal throughout his 15 years of legal experience. He has written for several publications regarding bankruptcy and foreclosure law and frequently lectures regarding same at St Peter's University and Jersey City University as well.

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Speaker bio
Jennifer A Leighton

Jennifer A. Leighton

Leighton Feldman LLC
Jennifer Leighton

is a partner at Leighton Feldman LLC. She has represented individuals with real estate matters, estate planning, small businesses, non-profit organizations, contracts, insurance and business structures. Ms. Leighton is a member of the New Jersey State Bar Association, U.S. Court of Appeals for the Third Circuit, U.S. District Court for the District of New Jersey, and U.S. District Court for the Southern and Eastern districts of New York. She earned her B.A. degree from Rutgers University and her J.D. degree from Georgetown University Law Center.

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Speaker bio
Kevin J Dunlevy

Kevin J. Dunlevy

LeVander Gillen & Miller P.A.
Kevin Dunlevy

is an attorney at LeVander Gillen & Miller P.A., where he practices in real estate and creditors' remedies. He is a real property law specialist certified by the Minnesota State Bar Association. Mr. Dunlevy is experienced in real estate litigation, transactions, foreclosures, evictions, and other creditors' remedies. He is a frequent presenter at seminars for attorneys, title companies, realtors and lenders, and has written numerous articles and publications for professional and trade groups. Mr. Dunlevy is a member of the Hennepin County, Minnesota State and American bar associations, as well as the State Bar Association of North Dakota and the State Bar of Wisconsin. He co-chairs the Legislative Committee of the Real Property Section of the Minnesota State Bar Association, and is the past chair of the Title Insurance Litigation Committee of the American Bar Association's Torts and Insurance Practice Section. Mr. Dunlevy recently taught real estate law to lawyers and law students in Ukraine, including real estate and mortgage fraud. He earned his B.A. degree, cum laude, and his J.D. degree from the University of North Dakota.

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