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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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Mike Baker

About Mike Baker

Mike Baker started his career as a loan originator in 1985. Working his way up the ladder, he became one of the top loan originators in the country, the National Sales Manager for a 30-branch mortgage company. His combination of high content—and high energy—makes Mike one of the most requested speakers in the mortgage industry today.

As the author of two of the mortgage industries best selling books, Mortgage Power and Loan Officer Recruiting, he has written over 100 articles for several national mortgage publications.

Mike Baker has customized workshops for managers who are responsible for loan production called “Recruiting Top Mortgage Loan Originators” and “Sales Management Strategies” that would encompass either one-half or one full day of training at a negotiated fee. It would include workbooks and role-playing exercises.

Hire Mike Baker for your next event!

Mike can speak to your company or association on the following topic:
  • How to Create World-Class Customer Impact
  • Speaking Fee: $5,000 (plus expenses)

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

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Mike Baker

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