zl28 wrote:...the broker said back "i've never had a problem with a cpa before on this matter".....which obviously has to be a lie....
I
always get ahead of the broker by communicating the issue of my response to the client before the broker gets to them. Otherwise, you're backpedaling and put on the defensive. I explain to the client that these requests are either outside the scope of what I am able to do or outside the scope of what they have engaged me to do and will necessitate additional costs for me to do it....If it's not a big deal or meaningful, why would they ask and why would your loan eligibility be dependent on it?
I am also fond of turning the tables on the broker saying, I've had plenty of self-employed clients get loans without any kind of letter from me. Why do you need it? If they can't articulate 'why', that's on them, not on me.