Products
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Built to Close: The Production System of High-Performing Mortgage Professionals.
CourseBuilt to Close is a practical production system for mortgage professionals. Learn how to build a KPI model, manage your pipeline, develop referral partners, protect your time, and create sustainable long-term production.
$199
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Packaging A Commercial Loan
CourseMaster the seven components of a complete commercial loan package, from the executive summary and rent roll to sponsor analysis and the deal memo. Learn how to submit lender-ready files that move quickly through underwriting.
$149
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Income Tax Analysis Part I & II
BundleComplete income tax analysis training for commercial originators. Part I covers return fundamentals and verification. Part II advances to global cash flow, addbacks, and how different lender types analyze the same borrower.
$299
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Academy Pro
BundleFull access to all Academy advanced courses — Income Tax Analysis, Financial Statements, Commercial Loan Documents, Sourcing Deals, and every future course added to the library. Founding member rate locked in permanently.
$59 / month
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Income Tax Analysis - Part II
CourseAdvanced commercial tax return analysis focused on global cash flow, addbacks, lender interpretation, underwriting red flags, borrower risk evaluation, and how SBA, CMBS, life companies, and banks analyze the same borrower differently.
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Income Tax Analysis Part I
CourseMaster the foundation of tax return analysis in commercial lending. Five chapters covering why lenders use returns, the 4506-C verification process, personal and business return analysis, and reconciling returns against financial statements.
$199