Tax Return Analysis Workshop - "Examine Self-Employed Borrowers"

Tax Return Analysis Self Employed Borrower Training
  • Item #: MU-TAX-RETURN

 


Need Help? Call us today toll-free at 1-800-423-1510 Press 1



COURSE DESCRIPTION: 

This live, 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.


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

**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
  • “Live” Instructor-Led Online Webinar
  • On-Demand Recorded Webinar Also Included -- Watch 24/7
  • Unlimited Training for 1 Year, at NO Extra Cost
  • All Course Materials Included as PDF Files
  • Certificate of Completion Provided


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: 

As soon as you enroll, we will email you the Recorded On-Demand Webinars & Course Materials, so you can start taking the training IMMEDIATELY. You can also attend the "live" instructor-led online webinars whenever one is scheduled. NOTE: You’ll have unlimited access to both the Recorded Self-Study Webinar and the “live" scheduled instructor-led webinar, at NO extra charge for 1 year.


ABOUT THE INSTRUCTOR: 

Each CampusMortgage® 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 a CampusMortgage® training webinar. 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.


REGISTRATION DEADLINE FOR “LIVE” WEBINARS: 

Each “live” class size is limited, and can fill up 1-3 weeks ahead of time. We recommended you reserve your spot early, and in the meantime, we can provide you with the Recorded Webinar (at NO extra cost) — so you can begin your training immediately. 


REFUND POLICY:

No refunds or credits will be issued if a student and/or customer has logged into any recorded/“live” webinar course or has requested a Certificate of Completion for the course/certification/bootcamp/bundled package purchased. If a student and/or customer has not logged into a recorded/“live” webinar course or has not requested a Certificate of Completion, the customer is entitled to a full refund (minus a $75 administrative cancellation fee) provided a refund request is received in writing or via e-mail by CampusMortgage® within (5) calendar days from the date of purchase. 


COURSE DISCLAIMER:

All CampusMortgage® online training classes are "professional development" and are for informational purposes only (not licensing training). Obtaining a CampusMortgage® Certificate of Completion does not imply you are an "expert" or "licensed" in any mortgage related field -- it simply means you've taken (X) hours of online training. We do not guarantee you will find a job. We do not provide job placement assistance. We are not owned, operated or affiliated with HUD, FHA or the Federal Government in any way.


Need Help? Call us today toll-free at 1-800-423-1510 Press 1

 

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Price $495.00
Sale Price $395.00