Lender's manuals

The manual seems to be a sort of 'Bible' for analysts.

Edgar Aguilar
Credit Analyst
First Commerce Bank

Business Lenders: Print and Online Resources


You may have heard the phrase: "A carpenter is only as good as his tools." The right tools really help with complex tasks.

Linda brings her easy-to-understand explanations from the classroom to the printed and online world. Manuals for reference, eWorksheets for process and documentation, and online webclasses for 24/7 access when you need it. (Note: Linda does not recommend you work 24/7!)


Manual/Reference Guides

The manuals that Linda originally created as in-class workbooks have been greatly expanded to become Resource Guides, designed for self-study and quick look-up.

Check the table of contents and sample pages. Then purchase one, two or all three to enhance your at-your-fingertips resources.

View manuals & reference guides


eWorksheets

Excel-based because we all know how to use Excel™, Linda's worksheets walk you through the process of tax return analysis.

  • The worksheets have built in help boxes
  • Easily review your own work or the work of others
  • They are flexible to fit your guidelines, your approach
  • They provide excellent and consistent documentation for your files

A lender once told me that her examiners visibly relaxed as soon as they saw the worksheet the bank was using. Nice.

You can purchase by single-user or site-wide license.

View eWorksheets


Lender's Online Library™

  • Perhaps you have attended a workshop with Linda and would love to have refresher information at your fingertips?
  • Or Linda's open-enrollment workshops sound great, but are too far away or not soon enough?
  • Or maybe you have had initial training elsewhere, even on-the-job, and want to take it a bit further?

Online access to short sessions helps you learn when you need it, at your desk.

View the lender's online library