Why Are Self-Employed Clients Still Struggling to Get Approved for Mortgages... Even When They’re Making Six Figures?

Discover the Self-Employed Mortgage Optimization Plan That Helps Loan Officers Close More Deals – Faster, Smoother, and Without Underwriting Nightmares.

The Ugly Truth About Self-Employed Mortgage Applications...

You know the drill...

  • The client is a high-earning business owner.

  • Their credit score is solid.

  • They’ve got cash in the bank.

  • The deal looks promising...

...until underwriting starts combing through two years of tax returns and sees write-offs that make the income disappear.

...until underwriting starts combing through two years of tax returns and sees write-offs that make the income disappear.

🧨 BOOM – the loan collapses.

But What If You Could Eliminate These Headaches at the Source?

Imagine if every self-employed buyer you worked with showed up:

  • With income structured to meet lender guidelines

  • With tax strategies that align with underwriter expectations

  • With NO confusion about “what counts” as income

  • With YOU as the hero who made it all possible

That’s exactly what my Self-Employed Mortgage Optimization Plan does.

For Loan Officers, Brokers & Lenders Who Are Tired of Watching Good Deals Die in Underwriting…

MEET THE FOUNDER of

Hey, I'm Dan Mullen!

I created this program after watching too many smart, high-earning entrepreneurs get denied for mortgages — not because they couldn’t afford it, but because they didn’t look good on paper.

I work directly with your self-employed clients to optimize their financial structure and taxes BEFORE they apply — so you can close more loans, faster, and with less stress.

Here’s How It Works In 3 Easy Steps:

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Client Intake + Financial Diagnostic

We evaluate their current tax situation, business income structure, and mortgage readiness.

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Custom Optimization Strategy

We design a tax and income alignment plan that suits underwriting guidelines — no shady accounting, just smart positioning.

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Loan-Ready Packet Delivery

We provide you (and your underwriter) with clean, strategic documentation that helps get the deal done.

Results You Can Expect:

More loans funded — especially complex 1099/entrepreneur clients

Shorter underwriting timelines

Happier clients who refer more business

You positioned as the trusted advisor who “knows a guy who can get it done”

Results You Can Expect:

More loans funded — especially complex 1099/entrepreneur clients

Shorter underwriting timelines

Happier clients who refer more business

You positioned as the trusted advisor who “knows a guy who can get it done”

Why This Matters Now:

With housing inventory low and competition high, lenders can’t afford to lose deals because a client’s Schedule C didn’t “look right.”

Every declined loan is a missed commission, a lost relationship, and a dent in your reputation.

Don't let your pipeline depend on messy paperwork and misunderstood finances.

Help Your Clients Get Their Financial Sh*t Together?

Book a Free 15-minute Call To Get Started

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