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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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Tom Bass

About Tom Bass

Tom Bass, South Pacific Financial Corp, has built his business based upon the "raving fans" service model - in other words - the Nordstrom's of the mortgage business. He will reveal how he turns his clients into his personal "sales force" by using the good old word-of-mouth referrals.

Tom has created a successful business by developing relationships and more importantly, understanding the lifetime value of a client, based not only on the number of transactions with each client, but the number of referrals generated. He will reveal how he turns his past clients into his own sales force, without spending a bunch of money on expensive advertising or buying leads.

Ranked as one of the top 200 mortgage originators for the past 5 years, he closes an average of 600 units per year - with 90% of those loans being referred to him by past clients and his affinity partners. Tom can show you exactly how he does it - from the initial phone call; during the loan process; at the closing table - and beyond!

Hire Tom Bass for your next event!

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

  • Forging Relationships: A Client-for-Life Model
  • Speaking Fee: $6,500 (plus expenses)

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

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Tom Bass

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