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

60 minutes

Categories: Self-Employed Borrowers | Income and Assets | Skill-based

Who Should Attend:
Loan Officers, Processors, Underwriters

Overview:
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

Upcoming Sessions:

Recorded Session

Available any time.

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Sandra Sweeney

Sandra Sweeney

Sandra Sweeney 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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