Rethinking Income Strategies for Self-Employed Borrowers

July 8, 2026 1:00 PM-2:00 PM Education Loan Production (Origination, Underwriting, Processing) Non-Agency Webinars Residential Webinar
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Member Price$0.00
Non-Member Price$399.00

About the Event

Self-employed and 1099 borrowers represent a significant and growing segment of today’s market, yet many mortgage professionals continue to apply traditional income analysis methods that limit success. This webinar provides practical guidance on qualifying non-traditional borrowers using bank statement and P&L-only programs. Participants will learn how to evaluate business cash flow, identify qualifying income, and proactively structure loan files to improve efficiency and approval outcomes.

Date/Time:

  • Wednesday, July 8 (1:00 PM -2:00 PM ET)

Objectives:

  • Examine common challenges associated with qualifying self-employed borrowers
  • Review documentation options, including bank statements and P&L-only programs
  • Analyze business cash flow to determine qualifying income
  • Apply best practices for structuring loan files prior to submission
  • Improve pull-through by aligning borrower profiles with appropriate loan solutions

Target Audience:

  • Mortgage Loan Originators
  • Sales Managers

Speaker(s):

  • Paul Jones, SVP, Non-QM Business Development, Logan Finance
  • Chris Dorin, SVP of Sales, RCN Capital