Rave Reviews

What lenders & companies like you are saying


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"…for the beginner and advanced users of tax returns. I will be able to use income now I was unaware I could use to qualify borrowers."
Alice Cooks, Sr Processor/Underwriter, Family Savings Bank


"The extraction of useable cashflow from partnership and corporate tax returns will be very useful in my day-to-day operation as a credit officer. I also liked the red flags, compensating factors and digging for dollars."
Annete Gustafson, Underwriter, Hawthorne Savings


"Great starting point."
April Hatcher, Lending Supervisor, High Desert FCU


"My thoughts are organized. Start at A and work to Z."

Arrie Flowers, Lending Processor, Centennial Lending


"I have taken several tax analysis seminars and this was the most in depth and practical course I have seen."
Charles Bryson, Vice President Special Assets, Hawthorne Savings


"The class helped me feel more confident."
Connie Hards, Assistant Vice President, The Bank of Hemet


"The step-by-step building block method is perfect."

Darlene Kieffer, Private Banker, Wells Fargo


"Will make me a better Business Development Officer by understanding credit deals. Makes you appreciate underwriters more."
David De Santiago, Business Development Officer, Western State Bank


"Easy to understand! Great!"
Diane Willemssen, Loan Officer, Central Sierra Bank


"I learned much more than I expected."
Donna Jimenez, Loan Officer, Butte Community Bank


"You brought everything together and made it applicable to the lending business."
Grant Christy, Credit Analyst, Columbia River Bank


"The class is a much needed tool for the Banking Industry!"
Jean Chia, Credit Analyst, East West Bank


"I now know the questions to ask, and how to find the answers."
Jeremy Banner, Lender, Cashmere Valley Bank


"Thank you Linda! You have helped my brain!!"
Karen McDevitt, Loan Officer, First Bank


"The class was wonderful, understandable, and exciting. Thank you!"
Kellie Elliott, Assistant Vice President/Lending Officer, Bank of Astoria


"I feel confident in analyzing tax returns now."
Kitty Ertman, Loan Processor, Timberland Bank


"Can’t wait to get back to work to try it out!"
Michele Tegner, RE Loan Officer, OSU Federal Credit Union


"This is the best class on cashflow I’ve ever taken."
Oyvind Kleven, Credit Analyst, Viking Bank


"Easy to understand and learn."
Rene Ybardolaza, Assistant Vice President, Indymac Bank


"I was able to educate a lender on a decline and reverse it to an approval already. The class really helped!"
Rina Aponte, Operations Manager, Priority One Finance


"Much better understanding of why, rather than just routine."
Stacey Powers, Underwriter, Union Safe Deposit Bank


"…one of the best classes I have attended on underwriting using the tax return."
Terri Whitney, Banking Officer, First Bank of Arapaho County


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