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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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Leslie Petersen

About Leslie Petersen

Knowledge is power. Leslie not only knows how to impart this critical knowledge, she is insightful, fun and passionate in her presentations. Leslie’s information is always pertinent, up-to-date and accurate. And as her students will tell you, her methods have been critical to their success as mortgage professionals.

Leslie is a nationally acclaimed trainer for the mortgage industry, having owned a mortgage training company since 1992. Leslie started her mortgage career in the 1970's. Working her way up the ladder, she has been an underwriter, loan originator, secondary manager, branch manager, VP of Originations and everything in-between. She maintains a license as a mortgage loan originator, (and often processes her own loans) and uses her experiences to enhance her real-life training approach

Leslie writes a bi-monthly processing and underwriting column for Mortgage Originator Magazine, has compiled 6 training manuals, numerous handbooks, loan processing home study courses and a plethora of training sessions for loan originators, processors and underwriters.

Training over 13,000 students, she has also been a featured speaker for NAMB, numerous State Mortgage Associations, private mortgage clients and has spoken to and taught mortgage professionals in over 24 states.

Hire Leslie Petersen for your next event!

Leslie can speak to your company or association on the following topics:
  • Ethics for Mortgage Professionals a MUST for State Associations
  • Regulatory Compliance: A Fresh, Real World Overview of Federal Laws (specifically as they affect the Loan Originator and Mortgage Broker)
  • Speaking Fee: $5,000 (plus expenses)

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Leslie Petersen

On-line Courses that Leslie has given:


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