Take advantage of our virtual classes. Interaction is built right in. We encourage questions whenever they arise. During weekly meetings, you use annotation tools to identify key issues in actual tax returns and discuss your choices. You work in teams to complete required case studies with input from Linda and immediate feedback.
A new class starts every week. Download the printer-friendly Lenders Online Training flyer to share with colleagues or give to your manager.
At your pace
You have weeks to absorb the information compared to just days in face-to-face training. Learn, practice, discuss and then learn again.
View a module whenever you have 45 minutes. If you get sidetracked, the module pauses and waits for your return.
Each includes a lesson not in the modules. Then we break into teams to work on case studies.
In weekly meeting, teams of 3 complete the case studies. Linda helps as needed, and reviews your team solution on the spot.
You earn the class certificate by passing the quiz on all required modules, participating in meetings and completing the case studies.
Download the comprehensive 150+ page manuals, your go-to reference after you complete the class.
IS THIS FOR YOU?
- Have you shifted type of lending and what was sufficient is no longer good enough?
- In this lending environment, do you need to explain your thinking and document your decisions better?
- Are you in your first three years using tax returns as a tool to make good loan decisions?
- If not, was your training solely on-the-job or focused on software instead of understanding?
- Are you comfortable for the most part, but have a few gaps in important areas like k-1s, multiple pass-through entities and the like?
Kevin Talty sent a team of lenders and planned to scan a few of the modules, just to keep on top of what they were learning. He ended up taking them all. Listen to what he has to say about the accountability the virtual class brings to the training.
For many, virtual training with scheduling convenience, no travel and the control of your pace and style of learning is better than in person, as long as support and accountability is built in. With our class, it is.
The virtual classes start every Monday.
For those enrolled in the comprehensive Lenders Online Training, you can choose the four-week or eight-week schedule, whichever best fits your schedule. No additional fees apply.
WHAT OUR CLIENTS SAY
ARE YOU READY?
You can be in next week's class!
Join the like-minded lending professionals who are saying 'yes' to more good loans.
PREFER TO LEARN ON YOUR OWN?
Our self-study option is perfect if you do not prefer the structure of a virtual class, want to pick and choose the modules you take and have access to the reference manuals. Check it out here.