Income and Assets

Use the following resources to improve your understanding about analyzing and documenting a borrower's assets, acceptable sources of funds, and income and employment history.

Easy to Print References
Business Cash Flow Analysis Worksheet [PDF 19K]
Cash Flow Analysis Worksheet [PDF 28K]
Conventional/Conforming Rental Income Matrix [PDF 51K]
Documenting Lawful Residency Status for Non-U.S. Citizens
Loan Prospector® Documentation Matrix [PDF 121K]
Refinance Programs [PDF 64K]
Schedule Analysis Worksheet [PDF 21K]
Underwriting Training and Education Resources [PDF 73K]

Online Self-study
Factors Used in Loan Prospector

Training Events Workshop     Web Event
Documenting Income and Employment - 90 min
Loan Prospector Documentation Requirements - 2 hr
Underwriting with Loan Prospector - 1 day