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Note for Worksheet Orders: You will open the worksheet ‘Read Only’ and then ‘Save As’ with your client’s name and year. This way each time you access the Worksheet you are starting fresh.

White-list instructions: To be sure your Manual and/or Worksheet download instructions make it to your inbox, please be sure the domain is white-listed with your IT department. And if you do not receive that email shortly, check your spam filter. Our clients have great IT security.

Continue the learning?

Most of the lending professionals who purchase our digital products are avid learners. One way to add to the learning, using what I like to call the ‘drip’ method, is to subscribe to our ‘Ask Linda’ emails. I answer an actual lender question, typically twice a month. It is easy to unsubscribe if it is not a good fit, so give it a try and see if the ‘drip’ method works for you.

Click here to sign up for Ask Linda emails twice a month.

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