Watch Webinar Recording

Self-Employed Borrowers – Focus on Getting Started and the Sole Proprietor

This webinar was recorded on Nov. 2, 2023.

We’ll walk through the fundamentals of using tax returns as documentation of your borrower’s qualifying income, and cover these basic questions: When do I need tax returns? Why do I need them? What do I look at when I receive them?

Whether you’re new to analyzing tax returns or looking for a refresher, you’ll gain the critical skills that mortgage teams need – from assistants to underwriters.

During this webinar, we will:

• Review personal and business tax return forms and schedules
• Identify documentation required for various types of business structures
• Calculate qualifying income for a Sole Proprietor using the Schedule C form