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Tue Oct 27 2026 at 12:00 pm to 01:00 pm UTC-07:00

The Wealth Table: No Tax Returns? No Problem!

  • First Centennial Title Company - Reno Main · Reno
  • From USD 0.00
Rashelle Kotch Publisher / Host Rashelle Kotch
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The Wealth Table: No Tax Returns? No Problem!
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Learn how self-employed buyers can qualify for a mortgage using bank statements, P&L programs, assets and other alternatives to tax returns.
About this Event

About this Lunch & Learn

Have a self-employed client who makes great money, but their tax returns don’t tell the whole story?

Don’t assume they can’t qualify.

Join us for the next Wealth Table Lunch & Learn, where we’ll break down mortgage options designed for self-employed borrowers who may not qualify using traditional tax returns.

We’ll cover:

  • Bank Statement Loans – qualifying using personal or business bank deposits
  • P&L Loans – using a profit & loss statement instead of traditional income documentation
  • Asset-Based Options – when a borrower has significant assets but limited qualifying income
  • DSCR & Investor Options – qualifying investment properties based on the property’s cash flow
  • Real-world examples of which program fits which borrower
  • How to spot these opportunities before telling a client they can’t qualify

The goal is simple: help you recognize more potential buyers and have another solution when traditional financing doesn’t fit.

🍽️ Lunch is provided.🤝 Come learn, ask questions, and connect with other local real estate professionals.

Hosted by The Wealth Table — Sage Home Lending


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Event venue & nearby stays

First Centennial Title Company - Reno Main, 1450 Ridgeview Drive, Reno, United States

Tickets USD 0.00
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