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Manual/Reference Guides

Originally created for in person and online training, these manuals are a complete resource for credit analysis.

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Global Cashflow Worksheets

Excel-based, easy-to-use, worksheets to get you from tax returns to recurring cashflow to pay debt and the owners.

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Documentation and Guidelines Checklist

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

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What our clients say

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Easy to follow

The modules are easy to follow and the manuals are helpful in policy examinations!

Petr Rossiytsev Credit Analyst, Pueblo Bank & Trust
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Excellent reference material to use later.

Excellent training-very good format. Excellent reference material to use later.

Andrea Martin Senior Loan Officer, Cascade Bank
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The manual is a great resource.

Great training! The resources provided will be well-worn before too long!

Brandon Howard Credit Trainer, RBC Bank