Cindy Allen - Loan Officer Speakers / Trainers

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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About Cindy Allen

After 15 years of relying on real estate agents as her main source of business--the unexpected happened! A majority of Cindy Allen's referrals were from one real estate office. The Broker/Owner died suddenly; the company was liquidated and the agents she depended upon for her business scattered in the wind!

Cindy Allen is a superstar originator in the Minneapolis area who attempted to replace the lost business with some of the marketing strategies she had learned in that past--with only moderate success.

However, about 4 years ago, she discovered that very few mortgage companies attended trade shows and created a system that now generates thousands of leads per year. Focusing on bridal shows, her time-tested system works for other trade shows such as Home Improvement Shows where you can effectively market refinances and home equity loans.

Cindy Allen