From Application to Approval: Streamline Your Path to Closing"
Clickable Agenda (Google Document) & Directions
Underwriting Secrets Revealed Syllabus (Google Document)
Welcome
Mindset
Before You Get Started: How to Use Your Note-Taker & Summary
Mortgage Positions
Mortgage Loan Originators (MLO)
Set up/Disclosure/Opener
Mortgage Loan Processor (MLP)
Mortgage Underwriter
Closer/Funder
Post Closing
NOTE SHEET for Bedrock of Success
NOTE TAKING COMPANION for Bedrock for Success
10 Commandments
Missing items on the 1003
Struggling vs. Thriving
Module Takeaway (Summary)
NOTE SHEET for Qualifying the Borrower
NOTE TAKING COMPANION for Qualifying the Borrower
Introduction
The Process
Documentation
Credit Detective 1
Credit Detective 2
Credit Detective 3
Recap & Task
AUS Messages 1
AUS Messages 2
SUMMARY (takeaway) for Qualifying the Borrower Takeaway
NOTES Introduction to Income
NOTE TAKING COMPANION for Introduction to Income
Introduction
Qualifying Income
Documentation- Qualifying
SUMMARY (takeaway) for Introduction to Income
NOTES for Wage Earners
NOTE TAKING COMPANION for Wage Earners
Base, Bonus, Overtime & Commission
Variable Income
SUMMARY (takeaway) for Wage Earners
NOTES for Other Types of Income
NOTE TAKING COMPANION for Other Types of Income
Other types of Income 1
Other types of income 2a
Other types of income 2b
Other types of income 3a
Other types of income 3b
Other types of income Review
SUMMARY (takeaway) for Other Types of Income
NOTES for Introduction to Self-Employed Borrower Income
NOTE TAKING COMPANION for Introduction to Self-employed borrower
Self-Employed Borrower Intro
SUMMARY (takeaway) for Introduction to Self-Employed Borrowers
NOTES for Schedule C Sole Proprietor
NOTE TAKING COMPANION for Schedule C Sole Proprietor
Self-Employed Borrower -Schedule C/Sole Proprietor
Self-Employed Borrower - Sch C Case Study
SUMMARY (takeaway) for Schedule C Sole Proprietor
NOTES for Introduction to Business Returns
NOTE TAKING COMPANION for Introduction to Business Returns
Self-Employed Borrower - Business Returns
SUMMARY (takeaway) for Introduction to Business Returns
NOTES for Introduction to 1120S S- Corporation Returns
Self-Employed Borrower- 1120S
Self-Employed Borrower - 1120S Calculations
SUMMARY (takeaway) for 1120S S-Corp
NOTES for Introduction to 1065 Partnership Returns
Self-Employed Borrower-Partnership 1065P
Self-Employed Borrower-Partnership Calculations
SUMMARY (takeaway) for 1065P Partnership
NOTES for Introduction to 1120 Corporate Tax Returns
Self-Employed Borrower-1120 Corporation
Self-Employed Borrower-1120 Corp Calculations
SUMMARY (takeaway) for 1120 Corporation
NOTES for Introduction to Assets
Introduction to Assets
SUMMARY (takeaway) for Introduction to Assets
NOTES for Traditional Assets
Traditional Assets
SUMMARY (takeaway) for Traditional Assets
NOTES for Non-Depository Assets
Non-depository Assets
SUMMARY (takeaway) for Non-Depository Assets
