KendallTodd Home Page Manage cash and liabilities. Revolutionary software and content designed for consumers.
Used by thousands of lenders and advisors. Supported by the nation’s top financial institutions.

 

 

 

Software User Training


A 21-Day QuickStart Video training program is provided for each Individual User license.  Additional ongoing training is provided at our online community through ongoing updates to our active members.  Small Business | Branch and Enterprise clients can use the existing training materials, or work with us to build your own.

In depth training, that incorporates the use of the software, the dynamics of clients presentations, the full integration of cash and liability management is best satisfied through the completion of our Borrow Smart University™ - Certified Liability Advisor™ training. 

In addition, you can arrange Personal Coaching, small or large group web training, or live on-site training that is customized for your group needs.

Please contact us  about your specific situation.

If you are a current user, and would like to view
our current Training Videos: click here.