Learn more about underwriting income
Underwriting Other Income Webinar
Join us to discuss our requirements for “other” income types. We’ll review stable monthly income & documentation requirements to support stability & continuance, including how to qualify a borrower whose income begins after the note date.
Underwriting Employed Income Webinar
Learn more about the analysis, verification, calculation and determination of stable monthly income, covering employed income (e.g., Form W-2 wage earner).
Rental Income Requirements Webinar
Learn about the expansions made to our rental income requirements. We'll highlight added specificity for analysis of rental income, and also address housing industry trends in the rental market.
Rental Income Matrix
A summary of Freddie Mac requirements for including rental income as qualifying income.
Self-Employed – Beyond the Basics Webinar
In this expanded session, we will dive into various case studies designed to analyze business tax returns, applying Guide requirements, and consider factors that can affect qualifying monthly income.
Self-Employed Learning Tool
Describes who Freddie Mac considers to be self-employed, the different business entities, tax return documentation requirements (with scenarios) and how to use Form W-2 income with self-employed borrowers.
AIM for Income Using Direct Deposits Webinar
Use LPA℠ to save time when assessing borrower’s income (through automation) to drive a more efficient loan-origination process by leveraging AIM for income using direct deposits. We’ll review what you need to know, how the process works, and help you understand the results.
- Accessory Dwelling Unit (ADU) Reference Tool
- AIM: 10-Day Pre-Closing Verification (PCV) Reference Tool
- AIM for Income Tutorial
- AIM for Income Using Direct Deposits Intro Clip
- AIM: Rental Income Assessment Clip
- AIM for Self-Employed Quick Take Video
- Current Residence Status and Rental Income Clip
- Lease Options Clip
- Using Income Starting After the Note Date
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