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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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Doug Smith

About Doug Smith

Doug Smith, President of Doug Smith & Associates, is one of the most popular speakers and sales trainers in the country today. He brings a vibrant, fresh approach to professional training and offers proven sales and marketing techniques on over 25 different topics.

Delivering more than 100 events a year, Doug is a featured speaker at both the NAMB and MBA on the local, state and national levels. As a well-respected writer, he has been published in several national mortgage publications. Doug publishes a monthly newsletter for loan originators and has authored a book called Climbing the Ladder of Success.

Hire Doug Smith for your next event!

Doug can speak to your company or association on the following topic:
  • Selling to Realtors® Successfully
  • Speaking Fee: $2,500 (plus expenses)

Interested in hiring Doug?
fill out this quick trainer information request form

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Doug Smith

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