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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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How to Manage Conflict...Without Losing Co-Workers, Clients or Sleep
Presented by Rhoberta Shaler
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?

What its all about: Did you know that as a manager, 42% of your energy is spent dealing with conflict at work? When someone upsets you, irritates you, or disrupts your office, do you feel comfortable, competent and confident to address it?

Conflict is VERY expensive--both financially and emotionally. Learn how to:

  • Overcome Reluctance to manage conflict
  • Clarify expectations of yourself and others
  • Know when to hold 'em--know when to fold 'em
  • Language the promotes cooperation and collaboration
  • Eliminate your resistance to taking a stand for what is important to you

Dr. Shaller has spent over 35 years teaching, coaching and motivating people from the classroom to the boardroom where she leads people to examine their lives, uncover their dreams, define their values and develop the careers and relationships they want.


About Rhoberta Shaler

Rhoberta Shaller, PhD earned her PhD in Educational Psychology and her Mediation and Negotiation training from the internationally recognized Justice Institute of British Columbia. She has appeared on many radio, TV and Internet talk shows and is the author of 2 best selling business books (Optimize your Day: Practical Wisdom for Optimal Living and What you Pay Attention To Expands). She is a corporate coach, offers executive retreats and offers Internet seminars at her website at www.OptimizeInstitute.com.


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