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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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Tambralyn Peterson

About Tambralyn Peterson

Tambralyn Peterson is the Director of Retail Websites of LION, Inc, a mortgage technology solutions firm. She has over 11 years experience in marketing including more than 6 years of effectively promoting and delivering mortgage broker websites. This experience has included the production of mortgage broker websites, marketing to search engines of those websites, and management of a retail mortgage technology website system. She has built over 250 custom designed websites and is currently hosting and managing more than 5,000 mortgage broker websites. Picture of Tambralyn Peterson
Tambralyn Peterson

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