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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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Referrals First! - A Simple, Powerful System for High Volume Production
Presented by Mike Moffitt
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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?

Mike Moffitt is a top-producing Loan Officer, he leads The Mortgage Resource Group (a division of US Bank Home Mortgage), in Minneapolis, Minnesota. His origination team specializes in working with first-time homebuyers, past clients, business partners and sphere of influence relationships. His success comes from utilizing a simple, but very powerful, "referral" system that provides him with a steady stream of new customers. Everyone LOVES to receive referrals - very few, however, know how to get them consistantly.

Regardless of which niche market you specialize in, here's what you will learn:

  • Learn a pro-active marketing program that only deals with happy clients
  • Multiply your efforts by having many, many people finding new customers for you
  • You don't always get what you ask for;but you NEVER get what you DON'T ask for. Learn how to comfortably ASK for referrals
  • Spend much less on marketing and increase your production while working less

About Mike Moffitt

Mike works two jobs. Part of his time is spent managing his personal production and mortgage origination team called the Mortgage Resource Group. The rest of his time he travels around the country teaching his FirstHomeHelp system to managers and loan officers. It's a unique lead generation and qualifying system that can easily be implemented by virtually any mortgage company or loan officer.

FirstHomeHelp provides qualified buyers to loan officers. Mike's Awesome Agent Program provides Realtors® with qualified buyers. His system puts YOU in control of your business.

His system can be used to recruit and retain originators. In addition, it will GUARANTEE loan officers a warm welcome into formerly unfriendly Real Estate offices.

Interested in hiring Mike to train your Loan Officers? [more info]



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