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Calculating Income

It is more important than ever to know how to calculate income. Be an expert. Provide professional service and value to your borrowers. Here are some links to help you understand how to correctly calculate income.

Below is a list of resources to help you:

Worksheets

Instructions

Cash Flow Analysis - Form 1084

 

Cash Flow Analysis - Adjusted Gross Income (AGI) or Scheduled Analysis Method (SAM)

(In the blue side bar on the right of the page, enter your contact information. When the new window opens, select whether you want the SAM or AGI worksheet.)

Recorded Trainings

 

Analyzing Income

 

Understanding Form 1084 for Self-Employed Borrowers

 

Evaluating the Self-Employed Borrower And Other Sources Of Income

 

Live Trainings

 

Overview - Requirements for Self-employed Borrowers

Choose the date you want to attend, then click the corresponding "Register" button.

Underwriting Income and Employment

Choose the date you want to attend, then click the corresponding "Register" button.


If you have utilized the above resources and still have a question on an unusual scenario, please contact LoanInfo@DirectCorp.com.



 
 
 
 
 
 
 

 

 
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