06-05-26 DMS to Finance Portal

Self Study

  • Full Webinar

  • 1. Standard Operating Procedure (SOP)

  • 2. Fundamentals for Preventing DMS and Finance Slip-ups

  • 3. Pre-DMS Deal Review Checklist

  • 4. Navigating the DMS (Deal Management System)

  • 5. Deal Structuring

  • 6. Dealing with a Deals Structure

  • 7. Knowing a Lenders

  • 8. Submitting Deals for Maximum Results

  • 9. Stay Credible by Reviewing the Credit Application and Report

  • 10. Managing Your Lender Portfolio for Maximum Results

  • 11. Navigating the Finance Portal

  • 12. Q&A Session