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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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Designing Easy & Effective Training Systems for your Office
Presented by Leslie Petersen
FREE On-Line Course Preview
Click Here to View a Portion of the Course
...save money-consider an all access pass.
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 we really do in the mortgage business is "educate". We educate our customers, our underwriters, our Realtors® and referrals partners.

So why don't we educate our employees on a regular basis?

Training your staff is one of the most important things you need to do to build a great team or a fantastic company. However, there never seems to be enough time in the day, does there?

One of the problems we have heard over and over again is "Just where do I start?" or "We had a training meeting scheduled but things got so hectic that day, that we cancelled the meeting".

It doesn't have to be that way. If you are truly committed to provide training, on a regular basis for your staff, Leslie Petersen is just the person to help you.

When you view this online training seminar, you will learn:

  • How to determine if your staff EVEN needs training
  • Using outside resources to provide free training
  • How to develop an easy training manual
  • How to keep the training going on a regular basis
  • Developing a "Resource" Library
  • Working with your employees as "presenters"
  • Suggested topics that can be taught by your Affiliates

Leslie shares with you, step-by-step, how to create your very own, customized training calendar. Your end result is happier employees and customers!


About Leslie Petersen

Leslie Petersen's passion is not merely training - it is her heartfelt role in elevating the real-world knowledge base and the competency of other mortgage professionals.

Leslie is known for her expertise and her commitment to keeping current on industry changes. She is most recognized for her ability to pass on knowledge in a unique "this is what it really means" fashion. Leslie can simplify complex concepts without changing the meaning or definition. Her material is trusted and referenced by seasoned professionals, yet she can also "turn on the lights" for the beginner. As a trainer, her enthusiasm is catchy, and her concern for each individual student is genuine.

As a 30 year mortgage veteran by trade, Leslie Petersen founded Mortgage Educators in 1993. She has authored numerous training manuals, handbooks, workbooks, newsletters and columns. She currently writes a bi-monthly column for the Mortgage Originator magazine and is a featured speaker for MortgageSpeakersBureau.com and LoanOfficerSeminars.com. She has also presented and trained for various lenders and trade associations in more than 23 states since opening Mortgage Educators.

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


Additional Webcasts that Leslie has given:


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