Reference · Loan Sales

Glossary of commercial loan-sale terms

Plain-English definitions of the terms used when a lender sells a commercial real-estate loan — from UPB and non-accrual to discounted payoff, OREO, criticized and classified assets, CECL, and re-trade.

Definitions
TermDefinition
Unpaid principal balance (UPB)The outstanding principal owed on a loan, excluding accrued interest and fees — the starting point for pricing a note.
Non-performing loan (NPL)A loan that has stopped paying as agreed, generally 90+ days past due or on non-accrual.
Sub-performing loanA loan that is still paying but impaired — slow, partial, interest-only, or otherwise weak enough to be criticized or classified.
Non-accrualStatus applied when full collection is doubtful; the lender stops recognizing interest income and reverses previously accrued interest.
Discounted payoff (DPO)A negotiated resolution in which the lender accepts less than the full balance in cash to retire a loan and release the lien.
Note saleThe sale and assignment of a loan to a buyer, who steps into the lender's position; a clean cash exit for the seller.
OREO / REOOther real estate owned / real estate owned — property a lender takes via foreclosure or deed-in-lieu, carried as a non-earning, classified asset.
Criticized assetA loan regulators flag for attention — special mention plus the classified categories.
Classified assetThe more severe subset of criticized assets — substandard, doubtful, or loss.
Special mentionPotential weaknesses that deserve management's attention; criticized but not yet classified.
SubstandardWell-defined weaknesses that jeopardize repayment, with a distinct possibility of loss.
DoubtfulCollection or liquidation in full is highly questionable and improbable.
LossConsidered uncollectible; warrants charge-off.
CECL / allowance for credit losses (ACL)The current-expected-credit-losses standard; lenders reserve for lifetime expected losses, a drag on earnings before a loan is resolved.
Re-tradeWhen a buyer lowers an agreed price at the closing table after diligence; a key risk a no-re-trade buyer eliminates.
Maturity defaultWhen a loan reaches its maturity date and the borrower cannot pay it off or refinance.
CRE concentrationSupervisory screens that flag construction/land at 100%+ of capital, or total CRE at 300%+ of capital with rapid growth, for heightened analysis.
Loan-to-value (LTV)Loan balance divided by collateral value; a primary measure of how well-secured a credit is.
Debt-service coverage ratio (DSCR)Net operating income divided by debt service; below 1.0 means the property does not cover its loan payments.
Loan tapeThe summary dataset describing a loan or pool — balance, rate, maturity, status, collateral — used to evaluate a sale.
Broker price opinion (BPO)A real-estate professional's value estimate, faster and cheaper than a full appraisal, often used in loan-sale diligence.
Proof of funds (POF)Documentation that a buyer holds the capital to close, provided at indication of interest by a credible principal buyer.
Common questions
What is the difference between a note sale and a discounted payoff?

In a note sale the loan is sold and assigned to a buyer who steps into the lender's position; in a discounted payoff the borrower (or a third party) settles the loan at a discount and the lien is released. Both give the lender a clean cash exit.

What does non-accrual mean for a loan's value?

On non-accrual the lender stops recognizing interest income and reverses accrued interest, so the asset earns nothing while it sits — one reason lenders move to resolve non-accrual credits.

Who can help me sell a criticized or classified loan?

Standing Bid Capital is a direct principal buyer of criticized and classified CRE loans, DPOs, and REO, $250K–$25M, all-cash, no re-trade. Request a confidential review.

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