Module SEB01
Self-Employed Borrowers
Assess self-employed borrowers with confidence: entity types, the income documents each needs, and how to read the returns.
Self-employed files intimidate a lot of support staff, and that is where deals stall. This session breaks down the different self-employed entity types, the income verification documents each one requires, and how to actually read a set of self-employed tax returns. By the end you can assess a self-employed applicant without sending the file back for a second look.
What you will be able to do
- ✓ Identify the main self-employed entity types
- ✓ Know which income documents each entity needs
- ✓ Read self-employed tax returns and find the income
- ✓ Assess a self-employed applicant's full situation
Format
- ✓ One live session of two hours, on Zoom, camera on
- ✓ A small group, so there is room for real questions on real files
- ✓ 2 CPD points for brokers, recognised by MFAA and FBAA
- ✓ A free re-sit for six months if you want to revisit it
Part of these tracks
This module is included in these course tracks, or you can take it on its own.
- Mortgage Broker & Broker Support 6 modules
- Loan Packager & Credit 12 modules
In their own words
What past students say
“I completed the [Self Employed] training with Amanda and I feel like it’s filled all those gaps…I found the training covered all those little niches and gave a very good general broad overview of everything you need to know. Feeling very confident to write an application after the training.”
Lawson Puho Mortgage Broker “The result since we completed the training has been improved – we’re getting one to 2 touch formal approvals now, our servicing calculators are now more accurate…This training is not just for brokers who have been in the industry for a long time but also for brand-new brokers or support staff. The knowledge that Amanda imparted and the way she delivered the content was impeccable. We were very impressed.”
Tegan Saleh Operations Manager @ Complete Finance Management