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Lenders Online Credit Training

Make Better Loan Decisions
Easier. Faster. With More Confidence.TM

Complex Borrowers

Online tax return and financial statement analysis training to help you understand your borrower, determine debt repayment ability, and make more good loans.

Flexibility and Accountability

I will recommend the course {for teams} because it will keep our approach to Global Cash Flow consistent.

Donald Volkman, Chief Credit Officer
MegaBank

Taking the Financial Statement modules has been a wonderful refresher for me. It’s great to work at my own pace since the course allows you to stop, review, and go back over items you may not have understood the first time around. A very helpful feature!

Linda Wiley, Pacific Western Bank

I’ve learned how to better interpret the numbers I see on tax returns, beyond just putting a number on a form. I feel more confident asking borrowers questions to get a better picture. Linda takes a complex subject, brings it to life and makes it interesting.

Cindy Hatch, Assistant Manager, Loan Center
Unitus Community CU

Linda does a good job of teaching a very difficult and complicated subject, with many answers being ‘it depends’. Becoming familiar with each tax form is key. The course and your worksheets do just that. I liked the virtual training.

Nial Bradshaw, Commercial Loan Officer
Bank of Eastern Oregon

Gain 31% Improvement