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:

August 11, 2021

10:30am CDT

Register

September 08, 2021

2:00pm CDT

Register

Recorded Session

Available any time.

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Rebecca Chase

Rebecca joined MGIC in 1998 and now focuses full time on training others. She has always enjoyed sharing her knowledge to help others succeed and understand the need for the information. She currently hosts many of the MGIC national webinar courses. Rebecca began her mortgage career in a retail bank as an underwriter and then moved into production as a loan officer and sales manager. Before moving into training at MGIC, she worked as a senior underwriter. A Midwest native, Rebecca now lives with her husband in the Tampa Bay area. In her spare time, she referees college indoor and beach volleyball across the country.

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