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Holdback Instructions/Agreements 101+

Title Tenets: CRE Webinar

June 2025

In this webinar, we will be taking a deep dive into holdback instructions and agreements. As part of our intensive overview, we will address what should be included (i.e. the Who, What, Why and How), the importance of review and redlining instructions prepared by outside parties, as well as addressing conflicting instructions and amendments post-closing. Join us for this important CRE continuing education live event.

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Presented by:

Hannah Ortega-Anayat
SP, Senior Commercial Escrow Officer

Read her bio here.

Watch the recorded webinar now.

Download the presentation.

Sample Holdback Agreement here.

 

NCS Speaker

Hannah Ortega-Anayat

Hannah Ortega-Anayat is a Stewart vice president and senior commercial escrow officer. Her strength lies in simplifying complex CRE transactions. Hannah has broad commercial experience in many kinds of closings, including multifamily, retail, hospitality, new construction, industrial projects, vacant land and multisite. She credits her success to clear communication, proactive operations and a solution-based mindset.

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