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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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Bill Sparkman

About Bill Sparkman

Bill Sparkman has coached, trained and motivated thousands of mortgage professionals nationwide. He has been creating and developing champions in the mortgage business, as well as salespeople in all fields, since 1987.

Bill's sales career began in 1976 as a retail loan officer. Not long after breaking sales records generating and closing loans, he started his own mortgage company.

Bill's "nuts and bolts", real world approach to increasing personal performance and achieving a balanced life, can help you quickly move to the next level. His ideas are fresh, proven and easy to apply.

Bill is the creator of "Total Success Seminars" and the author of "Winning Ways" and "Peak Performance". He is co-author of "How to Sell to an Idiot - 12 Steps to Winning Over Your Toughest Customer". He will ignite the creative spark within you.

Hire Bill Sparkman for your next event!

Bill can speak to your company or association on the following topics:

  • More Marketing Magic – 6 Steps to 6-Figures
  • How to Coach a Winning Team
  • Speaking Fee: $3,000 (plus expenses)

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Bill Sparkman

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