Complex borrowers include wealthy individuals, business owners, real estate investors and more. These are the borrowers that have you wishing for a plain-vanilla-wage-earner. Tax returns are voluminous and layered. For one loan you may be analyzing as many as ten tax returns, perhaps more. More than other lenders, you need to be able to sift through the overwhelming amount of information to:
- Pull qualifying income
- Spot red flags
- Understand the borrower
- Have more meaningful conversations
- Uncover loan opportunities
- Make a good decision
- Document the file
Why learn from Linda?
- As a Certified Public Accountant, she has a practical understanding of the story behind the numbers.
- As a Certified Speaking Professional (CSP) she can actually explain what she understands.