PURCHASE
Publication | Archived Video
DESCRIPTION
Gain the practical strategies you need to ensure your mortgage financings are completed successfully. From a general overview on the fundamentals to key documents and searches you should be completing, you will gain a comprehensive checklist that will be critical to you whether you are a young or seasoned practitioner. Hot topics will include:
- Critical intake and preliminary information you need to discuss with your client at the outset
- Critical due diligence matters and searches you should ensure are completed
- Private vs. institutional lenders
- Important post-transaction matters and reporting
- Common ethical issues arising and how to address them successfully
PROGRAM CHAIR
Nili Birshtein, Stikeman Elliott LLP
TABLE OF CONTENTS
Fundamentals of the Mortgage Loan
Craig R. Carter, Fasken Martineau DuMoulin LLP
Who is Your Client and What Do They Need to Know at the Outset?
Raymond G. Leclair, LawPRO
Common Ethical Issues-The Joint Retainer: Don't Be Paranoid - Be Prepared!
Ian Speers, Barrister and Solicitor
The Lawyer's Due Diligence: Checklists of Title Searches, Off-Title Due Diligence and Title Insurance Coverage Thresholds and Due Diligence Requirements
John D. van Gent, Bennett Jones LLP
Private Lenders
Steven Pearlstein, Minden Gross LLP
Mortgage Financing: Checklist of Post Transaction Matters
Daniel Kofman, Blake, Cassels & Graydon LLP