How can we help? Call us at 360-455-1569 or email

Manual/Reference Guides

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

Get the details

Global Cashflow Worksheets

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

Get the details

Documentation and Guidelines Checklist

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

Get the details

What our clients say


The manual is a great resource.

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

Brandon Howard Credit Trainer, RBC Bank

Easy to follow

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

Petr Rossiytsev Credit Analyst, Pueblo Bank & Trust

Excellent reference material to use later.

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

Andrea Martin Senior Loan Officer, Cascade Bank