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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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What Women Want-When Shopping for a Mortgage
Presented by Rachel Bondi
FREE On-Line Course Preview
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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?

Are you missing the boat when it comes to marketing to women—Do you know how they make the decision to do business with you? Since women influence the buying decision over 80 per cent of the time, Rachel Bondi, CitiPacific Mortgage and author of The Wealth Gap, will share how and why it's absolutely critical to know what women want!

Here's what you will learn:

  • How women choose a loan officer
  • What women need to know during the processing of the loan
  • The unique needs of women buying or refinancing homes
  • Why it's critical for women to buy a home and investment property
  • How to market to women


About Rachel Bondi

Rachel Bondi is a loan officer with over 15 years of sales experience with companies such at AT & T, DHL, Fujitsu, Hewlett-Packard, Pfizer, Sun Microsystems, Toyota, Time-Warner and other. She has worked in Asia, Europe, Africa and Latin America with experiences in finance, telecommunications, manufacturing, entertainment and software.


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