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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
Marketing - On a Tiny Budget"

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Down & Dirty ACT! Databasing for Dummies
Presented by David Jaffe
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?

As a superstar loan originator, David closes an average of $100 million per year. Even when he started his mortgage career, he realized the value of using a database right from the start. It simply began with names, addresses and closing dates. However, as his business grew, so did his database. He is one of the few loan originators who has rebuilt his database not just once, but several times to effectively market to his past clients and referral sources.

David uses ACT! Database software but many of his ideas can to incorporated into the system you are using now.

If your database contains just the basic information to get you by, or you are in the beginning stages of building (or rebuilding your database), then this is the On-line Training Course you need to view.

Here's what you will learn:

  • Critical information fields to market effectively to you
  • View sample ACT! screens and data field
  • How to build an "Activity Series"
  • Why your database is your ONLY asset

About David Jaffe

David Jaffe is with Chase Manhattan Mortgage and is one of the company's leading originators. In 2001 he was ranked #4 in loan production for the entire company out of 1500 loan officers. He has an average annual production of $100M and has been a featured speaker for the mortgage industry for the last three years. He attributes his success to the management of his database and marketing systems he has in place to generate future business.

David's On-line Training Course provides a simple pre-designed system that can be implemented immediately to help loan officers continue to market to both potential and existing clients. The adoption of this system will help loan officers obtain a steady stream of referral-only business year after year. His database management techniques and follow-up strategies teach originators how to develop an annuity business and create lifelong clients. This superstar attributes his success to consistent marketing systems that enable him to stay in touch with clients and referral sources.

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


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