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Analyzing Self-Employed Borrowers 101 – Getting Started & the Sole Proprietor
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:
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Sandra Sweeney
Senior Customer Trainer
MGIC
Meet Sandra Sweeney
Sandra is a mortgage industry veteran with over 35 years of experience. Her varied roles in operations, loan origination, underwriting and management give her a deep understanding and appreciation for many roles present in the industry. Sandra rejoined MGIC in 2013 as an underwriter and recently transitioned to a full-time customer trainer and training program developer. She currently facilitates many of the MGIC national webinar courses. Sandra and her family reside by the water on Smith Mountain Lake, Virginia. In her free time, she enjoys boating, swimming and hiking.
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