Analyzing the Commercial/Multifamily Borrower’s Balance Sheet and REO Schedule

August 28, 2024 2:00 PM-3:30 PM Commercial / Multifamily Education Finance, Tax, & Accounting Loan Administration & Servicing Webinar
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Member Price$0.00
Non-Member Price$399.00

About the Event

Commercial/multifamily lenders and mortgage bankers must evaluate a borrower’s financial condition for mortgage credit purposes. Join MBA Education and industry experts to learn how to analyze balance sheet fundamentals across various borrower ownership structures.

Participants will gain a thorough understanding of balance sheet assets and liabilities, along with insights into supporting schedules and notes critical for financial analysis. Additionally, speakers will discuss for-profit balance sheets, non-profit balance sheets, analyzing personal financial statements and examining the principal’s Real Estate Owned (REO) schedules. Panelists will offer attendees a holistic perspective on financial statement analysis, borrower liquidity, and portfolio health.


  • Wednesday, August 28 (2:00 PM - 3:30 PM ET)


  • Understand the components of balance sheet assets and liabilities, including their classifications and importance in mortgage credit financial analysis
  • Learn to analyze supporting schedules and notes to financial statements to gain deeper insights into a borrower’s financial health and performance
  • Gain knowledge specific to non-profit balance sheets, including unique considerations and reporting requirements
  • Learn about personal balance sheets and how they reflect an individual’s wealth and liquidity
  • Delve into the intricacies of a principal’s Real Estate Owned (REO) schedule, understanding their significance and implications

Experience Level

  • Entry-Level 
  • Intermediate

Target Audience

  • Loan Originators/Loan Processors
  • Loan Analysts/Underwriters
  • Loan Closers
  • Servicers


  • Jessica Gonzalez, Senior Director, Underwriting and Credit, Freddie Mac Multifamily