Contact us to ask about other samples or to ask permission to use parts of these.
References and Teaching Tools
| Policy and teaching tool sample. Example of how one teeny tiny translation can make a big difference. | Policy Teaching Tool.pdf |
| Policy manual sample. Includes tips for writing effective manuals. | Policy Manual Sample.pdf |
| Reference sample covering authorized loan signers. | Reference Tool Sample.pdf |
| Quick lesson sample. What do "equity" and "LTV' really mean? This quick lesson reveals all. | Quick Lesson Sample.pdf |
| Underwriting 101. Self-studies like this one can be used to pave the way for effective classroom work or as stand-alone teaching tools. |
Self Study Sample.pdf |
| "Open the Door" Self-study sample of our set teaching consultative selling skills. | Self Study Sample II.pdf |
| Sample of just one leader's guide created for a comprehensive curriculum. This one covers the art of teaching compliance. |
Leaders Guide Sample.pdf |
| This doc prepped a department for a visit from the OCC. Feel free to use content from this one! | 10 Things to Know About the OCC.pdf |
| Sample of more technical writing--and a work aid. Check it out: It's amazing how much things have changed since 2000! (May load slowly.) | Tech Writing Sample.pdf |
| A sample work aid. This one was designed for tellers. | Work Aid Sample.pdf |