Beyond the Tax Returns: Using Business Bank Statements in Loan Underwriting – October 15, 2026

Description

Date: Thursday, October 15

Time: 11:00 a.m. Pacific

Duration: 60 minutes

When traditional financial information is limited or outdated, business bank statements can provide valuable insights into a borrower’s cash flow, operating trends, and repayment capacity.

In this one-hour webinar, you’ll learn how to analyze business bank statements to identify revenue trends, evaluate cash flow stability, verify business activity, detect potential red flags, and support sound credit decisions. Designed for lenders, credit analysts, and underwriters, this session delivers practical techniques and real-world examples to strengthen your underwriting and improve risk assessment.

Purchase Terms & Conditions

For live webinars, a full-team registration includes multiple attendees for your credit union. Please include these emails in the notes section at checkout. Each attendee will need a unique login link for access.

A recording of this session is available for full-team access registrations upon request. For individual registrations for webinars, the recording will be available to purchase after the session. If you registered as an individual, you can request a discount code to use on the recording purchase.

Educational materials are proprietary and are not to be shared outside of the purchasing credit union.