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

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

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

What our clients say

“

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

Andrea Martin Senior Loan Officer, Cascade Bank

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

Brandon Howard Credit Trainer, RBC Bank

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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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