Self-employed borrower cash flow analysis
Analyze cash flow of self-employed borrowers and other sources of income using one of our editable, auto-calculating Cash Flow Worksheets. The forms are available for the Adjusted Gross Income (AGI) method or the Schedule Analysis Method (SAM).
- Log in to the Loan Center using your MGIC user ID and password.
- If you need a user ID and password, sign up
- Select the Resources tab
- Selet the SAM or AGI button to open the appropriate worksheet.
If you’re unable to access the Loan Center, contact your MGIC Account Manager, who will send you the worksheet files.
Enter information directly into the form. Line-by-line instructions will guide you through. Built-in calculators will perform math functions.
If you need help along the way, each line item contains a link to more detail in the Self-Employed Borrower Resource Guide.
Save the form to your computer. You can come back to it to complete or edit it at your convenience.
Sign up for our Self-Employed Borrower cash flow analysis webinars designed for processors, underwriters and loan officers. We offer basic and advanced levels for AGI and SAM analysis.