Event Profile

The best way to solve your client’s cash shortfall is to have proper credit structure in the financing you provide. The right structure will allow your borrower to repay the line of credit with a cushion and avoid troubled credit later.

This session examines the eight key credit structure requirements, defining and discussing the best use of each. Instruction will help to determine the right line of credit amount to match your borrower’s request by providing a scientific approach you can use to choose the best line of credit suited for the specific borrower.  

Learning Objectives:

• Identify and define the eight key credit structure requirements and describe how each contributes to a sound financing solution.
• Explain the role of proper credit structure in addressing borrower cash shortfalls and reducing the risk of future credit problems.
• Assess borrower working capital and cash flow requirements to determine an appropriate line of credit structure.
• Recognize common credit structuring mistakes that can lead to troubled loans and increased portfolio risk.

Duration: 60-minutes

Presented live and recorded on 09/03/26.