Lending Worksheets and Checklists

Global CashFlow Worksheets

Excel-based because we all know how to use Excel™, Linda’s worksheets walk you through the process of tax return analysis. More info and to order

Income Documentation and Analysis Checklist & Guidelines

This checklist is Excel-based and fully customizable to improve consistency in your lending team. 
More info and to order

Resources Online and On-demand

Lender’s Online Training™

Online access to short sessions helps you learn when you need it, at your desk. More info and to order

Books, Manuals and Games

Manual/Reference Guides

The manuals that Linda originally created as in-class workbooks have been greatly expanded to become Resource Guides, designed for self-study and quick look-up. More info and to order