Got Questions? We’ve Got Answers
Find answers to common questions about the Loan Logic Method, how it works, and how to get started.
General Questions
What is Loan Logic Method?
Who are your services for?
What makes Loan Logic Method different?
Training Programs
Income Calculation Worksheets
Templates for W2, hourly, salary, overtime/bonus, commission, and self-employed income, with step-by-step prompts.
Pay Stub & W2 Review Checklist
What to look for, what’s acceptable, what’s a red flag, and what requires additional documentation.
Asset Review Checklist
THow to evaluate bank statements, gift funds, large deposits, and acceptable sources of funds.
DTI and Credit
DTI Worksheet
A simple calculator plus a guide on what counts as debt, what can be excluded, and how to structure a file to improve ratios.
Credit Report Review Guide
How to read a tri-merge, what matters to underwriting, how to identify disputes, collections, and liabilities that need clarification.
Coaching Documents
Pre-Approval Workflow Guide
Step-by-step instructions from initial conversation to issuing a pre-approval letter.
Credit Report Review Guide
How to read a tri-merge, what matters to underwriting, how to identify disputes, collections, and liabilities that need clarification.
Email Templates
For requesting documents, explaining conditions, following up with borrowers, and communicating with agents.
Weekly Routines
Lorem ipsum dolor sit amet
Scripts
Lorem ipsum dolor sit amet
Stay in the Loop
Get weekly reminders about upcoming live trainings plus occasional coupon codes and special discounts on courses and coaching.
Contact
Address
123 Main Street
Lorem ipsum dolor, NJ 12345
