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Analyzing Self-Employed Borrowers 101 – Getting Started & the Sole Proprietor

Recorded on 9/10/26

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 75-minute 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

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Sandra Sweeney

Senior Customer Trainer

MGIC

Meet Sandra Sweeney

Sandra Sweeney, senior customer trainer and training program developer for MGIC, has a mortgage industry career that spans over 4 decades. Her previous experience in loan origination, underwriting and management has given her a deep understanding of and appreciation for various industry roles.


In her current role, Sandra oversees the design of many MGIC training resources, including the self-employed borrower income series, the Magic Minutes training series, and income calculation tools. In developing and facilitating training, she aims to break down complex concepts into easily digestible knowledge and help mortgage professionals build the skills to become trusted advisors for their borrowers.

Sandra lives at Smith Mountain Lake, Virginia, where she enjoys volunteering for various organizations, boating, and enjoying water sports with her family

 

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