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How to Read Tax Returns and Close More Loans


This seminar is about interpreting the income correctly and counting every dollar to make sure your clients qualify regardless if they are self-employed or not. This seminar is about knowing what to ask for "ahead of time" so you're not constantly asking the borrower for more information. Hey, even underwriters have trouble - so you really need to know your stuff.

Learn how to read income tax returns and how to work with underwriters to get more of your loans approved - and closed. Here's what you will learn:

  • Reasons why you will need to submit tax returns to underwriting.
  • How to find more income within your clients' tax returns.
  • Which tax returns you should "read" first and which ones you don't need to waste your time on.
  • How to explain your income analysis to an underwriter.
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Basic Guide to
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"Million Dollar Mortgage
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Beyond Past Client Marketing: Generate Consistent Referral Business with a "Client-In-Management" System
Presented by Ryan Steinert
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Cost: $69.00 (you can lower this with trade-in options)
Get a CD Rom Replay for an additional $19.00
What is a CD Rom Replay?

There was a time when a quarterly newsletter or an occasional post card to your past clients made you stand out from the crowd.

Today, you must go beyond database management. Beyond past client marketing. The new mantra is Clients-In-Management! To survive and thrive this year--and beyond--you must adopt a proactive and systematic approach to not only maintaining--but sustaining--these ever important relationships.

Here's what you will learn:
  • The difference between PAST CLIENTS and CLIENTS-In-MANAGEMENT
  • Why and How to "Rate" your Clients
  • The "5-In-1 Hour of Power" System Explained
  • Key questions to generate referral biz
  • What needs to be included in your database fields

About Ryan Steinert

Ryan Steinert has been in the real estate and mortgage business since 1998 and is a sales coach in Houston, Texas. He shares exactly how he identifies who his best clients are and how he teaches them to refer business back to him.


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