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Tax Return Analysis Workshop

Online Course: ID# 1004763
Price: $395.00
About This Course:
"Tax Return Analysis Workshop" is an in-depth, instructor-led online program that provides formal instruction on personal and business tax return analysis.

It is designed to teach the fundamentals of the tax return analysis to new and seasoned mortgage processors and underwriters alike.

Course Outline

In this course you'll learn about tax return form and schedules, calculation formulas, and more, including:
  • Fannie Mae Cash Flow Analysis Form 1084
  • Fannie Mae Comparative Income Analysis Form 1088
  • Self-employment defined
  • Profit & loss statement and balance sheet review
  • Self-employment case study and practice exercises
Upon finishing the course you will receive a Certificate of Completion and skills required to be successful in the mortgage industry.

Anticipated Time To Complete

This online course will take approximately six hours to complete. You do not have to complete the course in one sitting - there are bookmarks in this course that allow you to stop and restart as needed.

Access Information

Upon enrollment, you'll receive an email from the course provider (CampusMortgage®) with links and passwords to access the course. You will have full access to the course for one full year.

Top FAQs

Tax return analysis for loans primarily handles income verification. Also, as part of the loan approval process, lenders usually also ask for proof of employment and salary, as well as retirement holdings. For self-employed borrowers, they also may have to provide copies of their P& statements and other documents.
A tax return analysis typically involves looking at a couple of years of tax returns to verify that the potential borrower has the income, investments, and holdings to pay back the loan
Yes, there are FNMA and other forms, as well as training classes, to help loan processors conduct their review.
a Debt-To-Income (DTI) ratio is the percentage of a potential borrower's monthly mortgage payment and other debt responsibilities versus income. Generally speaking, a DTI over 40% is a potential red flag with regard to loan approval.
Tax Return Analysis Workshop
Price: $395.00
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