Mortgage Self Employment Income Analysis – Rookie to Pro
Learn how to expertly analyze and calculate self-employment income for mortgage applications. Increase your confidence and streamline the underwriting process. Perfect for mortgage professionals.
What you’ll learn
- Evaluate and become in expert (literally overnight) in mortgage self employment income analysis, including analyzing tax returns
- Evaluate Schedule C’s, S Corps, C Corps, Partnerships, Schedule E, P&L’s, Etc
- Identify and manage potential red flags, risks
- Develop an expert strategy and skill set for evaluating self employment income
- Effectively plus in numbers from the tax return, into the income calculator, for a qualifying monthly income figure
Rookie to Pro, literally overnight. Pay attention, apply yourself, and practice the skills and you will become the go-to at your branch for all self-employment-related income calculations. Please do not take this course if you are unable to pay complete, full attention to all portions.
Increase your pre-approval confidence level when it comes to self-employed borrowers, and increased confidence in regards to initial documents required for a more streamlined UW review and approval. In this course, you will learn how to:
1. Read and analyze tax returns
2. Calculate income from a Schedule C
3. Calculate income from an S Corp
4. Calculate income from a Partnership
5. Calculate income from a C Corp
6. Calculate income from REO (Schedule E Properties)
7. Bonus Content – Course includes the custom designed self employment calculator you will see in the course, for a true “plug and play” solution, to ultimately review the tax return(s), type in the figures, and arrive at a qualifying income for each business. Just email, or direct message me after you complete the course, and I will send you a copy of the income calculation worksheet that you see featured in the video.
It’s that simple – Watch, follow along, and pay complete 100% attention, and I guarantee 100% satisfaction with results in your day to day with your customers, pre approvals, and pipeline.
Glad to assist any student on more complex income calculations you have. Feel free to message or email any questions you have as it pertains to self employment income analysis.
Who this course is for:
- Beginner course for mortgage professionals (LOA’s, LO’s, Processors, Underwriters, Operations Managers) to develop a strong skillset to be able to confidently analyze and calculate self employment income.
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