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In this video I walk you through a real (fully redacted) client file, showing you exactly how to read the documents, identify the right income figures, spot add-backs, and calculate the number you need to present to a lender with confidence.
I'll also show you how I plug these details into Quicklii so you can see exactly how it flows from document to serviceability assessment.
And I'll show you how to spot the difference between a sole trader's tax return vs a self-employed applicant who runs their business through a company – plus some questions to ask when you're unsure that will position you as the expert and make you look smart AF.
In this video I walk you through a real (fully redacted) client file, showing you exactly how to read the documents, identify the right income figures, spot add-backs, and calculate the number you need to present to a lender with confidence.
I'll also show you how I plug these details into Quicklii so you can see exactly how it flows from document to serviceability assessment.
And I'll show you how to spot the difference between a sole trader's tax return vs a self-employed applicant who runs their business through a company – plus some questions to ask when you're unsure that will position you as the expert and make you look smart AF.
