Originally created for in person and online training, these manuals are a complete resource for credit analysis.Get the details
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.Get the details
The modules are easy to follow and the manuals are helpful in policy examinations!
Excellent training-very good format. Excellent reference material to use later.
I just finished the audit with our federal and state regulators. They asked how we are handling global analysis of tax returns and I broke out the manual I got from Linda 14 years ago. It still holds up today as bulletproof for letting the examiners know we know what we are doing.
I still reference the book after all these years and am confident the training she is doing for us today will help my team as well.