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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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Kelly McGuinness

About Kelly McGuinness

Kelly McGuinness is President of United Mortgage Finance Group and has been cultivating loan officers since 1984. She is considered one of the mortgage industry experts in helping company owners and managers avoid the hiring mistakes that cost them hundreds of thousands of dollars.

Her one-day workshop is designed to give company owners and managers the tools to be certain that with each and every person you hire, they will not only be productive, but will stay loyal to your company as well.

Included in Kelly's presentation are two workbook manuals filled with comprehensive information on personality testing, sample recruitment ads, training resources, how to hire new employees and methods to insure that they stay with you for years to come.

As a featured trainer for mortgage associations, Turn On Your Million Dollar Brain Management Session and private companies, she has also written articles for Mortgage Originator Magazine.

This is truly one of the most comprehensive workshops available to company owners and managers to help you find, hire and maintain staff for the long-term. Hire Kelly McGuinness for your next event!

Kelly can speak to your company or association on the following topic:

  • How to Hire, Develop and Maintain Your Most Important Asset - Your Employees!
  • Speaking Fee: $5,000 (plus expenses)

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

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Kelly McGuinness

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