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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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Louise Thaxton

About Louise Thaxton

Title: Five Stones to Rock the Giant in Your Life!
Time: 60 minutes

Using the ancient story of David and Goliath, Louise Thaxton shares how she conquered the "giant" of mediocrity which helped her triple her business in just one year. The 5 stones represent purpose, passion, planning, promises and perseverance!

Faced with some major decisions, she had to make the decision to take control of her life - and her business! Her inspirational and motivational message is not to be missed. Louise has shared some of her strategies at Business Plan 2007 and with this presentation, she outlines exactly what she did to turn her business around.

What you will learn:
  • How to condition yourself to be proactive versus reactive in your business.
  • Why the pain of discipline is better than the pain of regret.
  • How to triple your business in just 12 months.
  • Her "Don't-GIve-It-Up-Don't-Let-Up" strategies.

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Louise Thaxton

On-line Courses that Louise has given:


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