Qualifying the Self Employed Borrower

 

Instructor:  Kathy Lewis
Duration:    1 lesson – 2 hours – 9o days access
Includes:     Downloaded 53 page 8.5 x 14 legal case study

 

An important part of originating and processing loans is understanding how to properly qualify self-employed borrowers. The trick is to understand and analyze tax returns without becoming an accountant.

Our best estimate is that 80% of all self employed borrowers are either Subchapter S or Limited Liability Corporations. For qualifying purposes they’re both handled the same way. You don’t need to take an accounting course to be confident about qualifying the self-employed borrower.

 

INTRODUCTION TO SELF EMPLOYED

Capstone’s training is always there for you. Your instructor Kathy Lewis gets right to the point of what you need to know and how to calculate your borrower’s real qualifying income. Using simulated tax returns all the mystery will be removed from gathering the borrowers real income.

This self paced video course provides hands on training covering:

This 3.95 hour Online Self-Paced video training is synchronize to your technical manual and your down loadable PDF file case studies and handouts.

Step by Step – Form by Form – Line by line. This course provides hands on training covering:

Reviewing the various business entities through review of all IRS schedules, including:

Sole Proprietor Income Tax Return
“C” Corporation Income Tax Return
“S” Corporation Income Tax Return
“LLC” Tax Return
Schedule “E” Real Estate Owned plus All Other Tax Return Schedules
Reviewing Partnerships K-1s
Reviewing the 1040 Individual Tax Return

PROPERLY CALCULATING INCOME IS YOUR # 1 JOB

This self paced video course provides hands on training covering:

This 3.95 hour Online Self-Paced video training is synchronize to your technical manual and your down loadable PDF file case studies and handouts.

Step by Step – Form by Form – Line by line. This course provides hands on training covering:

Reviewing the various business entities through review of all IRS schedules, including:

Sole Proprietor Income Tax Return
“C” Corporation Income Tax Return
“S” Corporation Income Tax Return
“LLC” Tax Return
Schedule “E” Real Estate Owned plus All Other Tax Return Schedules
Reviewing Partnerships K-1s
Reviewing the 1040 Individual Tax Return

Your training materials include

Your training materials include sample tax returns on legal downloadable PDF file which contains your tax return case studies. You will need 53 pages of legal; 11X 17 to print off your case studies or you can save the PDF file to you desk top.

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Qualifying Self Employed Borrowers - Self Paced