Qualifying Borrowers Using Personal Tax Returns Part 2: Schedules D, E & F 2023 | Community Bankers Webinar Network | 14 February 2023 | Webinar
Venue
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| Event Date | Tue Feb 14 EST (almost 2 years ago) |
| Location | Webinar |
| Region | Americas |
Details
What you need to know is cash flow because that is how your loan is paid back. With the process outlined in this session and the free Lenders Tax Analyzer© software each registrant receives, you will gain an easy, reliable method to convert a borrower’s personal tax return (Form 1040) into a borrower’s cash flow statement.
In Part 2 of this two-part series, you will learn to cash flow Schedule D: Capital Gains and Losses; Schedule E, Page 1 (Rental and Royalty Income); Schedule E, Page 2 (Partnerships and S Corporations), and Schedule F (Farm Income). When you finish this session, you will be able do a little “magic” and convert taxable incomes into cash flows, which you can then plug into your credit scoring model, debt-to-income ratio, or disposable income calculation.
WHO SHOULD ATTEND?
This informative session is designed for lending personnel, including chief lending officers, service representatives, new accounts personnel, loan officers, loan underwriters, loan sales officers, credit analysts, loan processors, branch managers, CEOs, and other key lending staff.
TAKE-AWAY TOOLKIT:
• Free copy of Lenders Tax Analyzer© software
• Employee training log
• Interactive quiz
• PDF of slides and speaker’s contact info for follow-up questions
• Attendance certificate provided to self-report CE credits
Speakers
2023 Speaker
PRESENTOR:
Tim Harrington
Founder and CEO, TEAM Resources