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]
Documenting Lawful Residency Status for Non-U.S. Citizens
Freddie Mac Rental Income Matrix [PDF 71K]
Loan Prospector® Documentation Matrix [PDF 94K]     Updated
Refinance Programs [PDF 99K]
Schedule Analysis Worksheet [PDF 21K]
Super Conforming Processing Reminders for Loan Prospector Mortgages [PDF 141K]
Underwriting Reminders for Loan Prospector Caution Risk Class Mortgages [PDF 79K]     New
Underwriting Training and Education Resources [PDF 151K]

Online Self-study
Factors Used in Loan Prospector

Training Events Workshop     Web Event
Documenting Income and Employment - 90 min
Freddie Mac Refinance Programs - 90 min
Loan Prospector Documentation Requirements - 2 hr
Overview of Recent Announcements and Guide Changes - 90 min
Underwriting with Loan Prospector - 1 day