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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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Brian Peart

About Brian Peart

Brian Peart is President of Nexus Financial Group which was founded by him in 1994. Starting in the mortgage biz in 1992 (for another mortgage company) he created an implemented a loan officer training program which took his company from being dead last to #1 within 3 months.

In the spring of 1996, FNMA invited him to speak at their annual meeting where he met President George Bush, Sr. and Nexus Financial became one of the first companies to do one-hour approvals, online, for FNMA.

Nexus Financial has retail branches throughout the US which originates both residential and commercial loans.

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Brian Peart

On-line Courses that Brian has given:


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