Tax Return Analysis Workshop – “Examine Self-Employed Borrowers”

$495 $395

This instructor-led, 6-hour online training webinar is designed for any mortgage professional seeking formal instruction on personal and business tax return analysis. This intensive workshop provides detailed instruction on all tax return forms and schedules, the required income calculation formulas, and completion of the Fannie Mae Cash Flow Analysis Form 1084. Learn self-employment income best practices and underwriting guidelines.

Description

COURSE OUTLINE:

  • Self-Employment Defined
  • Self-Employment Income Guidelines
  • Personal Tax Return Forms and Schedules
  • Business Tax Returns Forms and Schedules
  • Income Calculation Formulas
  • Fannie Mae Cash Flow Analysis Form 1084
  • Fannie Mae Comparative Income Analysis Form 1088
  • Profit & Loss Statement and Balance Sheet Review
  • Self-employment Case Study and Practice Exercises
  • Practice Quiz

**Note: The course outline above may not be 100% accurate as we change curriculum periodically throughout the year. We also reserve the right to change course curriculum and/or discontinue this course at any time.

COURSE FORMAT:

  • Course Length: 6 Hours
  • Instructor-Led Online Webinar
  • Duration: 24/7 Access for 1-Year
  • All Course Materials are Downloaded as PDF Files
  • Certificate of Completion Downloaded as a PDF File

WHO SHOULD ATTEND: 

Aspiring mortgage processors & underwriters wishing to learn tax returns, from A to Z. Whether you’re unemployed and looking to enter the mortgage profession, or you’re currently working at a bank or lender as an loan processor or underwriter, this mortgage tax returns analysis training program will provide the skills you need to succeed as an effective mortgage underwriter. Also ideal for underwriting & processing managers looking to train their existing staff on proven tax returns principles.

HOW IT WORKS: 

Soon after you enroll, we will e-mail you links and passwords to access the Instructor-Led Online Webinar & Course Materials, so you can start taking the training.

ABOUT THE INSTRUCTOR: 

Our instructor has an average of 15+ years of prior mortgage related experience. Each instructor also draws from a different knowledge base that may include such areas as: mortgage underwriting, loan processing, FHA, VA, Conventional loans, Commercial lending, USDA Rural Housing Loans and more.

SYSTEM REQUIREMENTS: 

You will need the following: 1) a Computer, 2) Internet (DSL or higher) and 3) Computer Speakers. Please check beforehand to make sure these items are working properly. Note: dial-up internet connection will not work and wireless internet must have a full signal.

GRADUATION: 

Upon successful completion of this course, you will be able to download & save your Certificate of Completion as a PDF file.

JOB SEARCH RESOURCES: 

Upon request, we can provide you with Job Search Resources which are simply considered a value added benefit of purchasing our program. The Job Search Resources will be emailed to you as a PDF file, and contain various links to help in your job search process. These links include: mortgage industry networking sites, job posting sites, resume builder sites and more. Please note: The Job Search Resources are not to be considered job placement assistance as we view that as a conflict of interest.

REFUND POLICY & TERMS OF USE: Before purchasing any training class or certification program, we recommend you thoroughly read our Refund Policy & Terms of Use.