Lending to Complex Borrowers

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

Speak with Our Lead Credit Trainer

  • Are you looking for training for yourselfyour team, or your entire credit department?
  • Will you benefit most from our open enrollment program or customized content and meetings?

Robert Monteforte leads our weekly trainings and teaches our live program alongside our founder Linda Keith CPA.

He will help you decide if our training aligns with your needs. Get on his calendar below.

How may we help you?

Download the Global Tax Return Analysis
Quick Reference Guide