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Self-Employed Borrower Workbook
About This Resource
Self-employed borrowers often have more to consider when preparing for a mortgage. This resource covers common financing challenges, the role tax returns can play in qualifying, and other income documentation that may be available.
It also looks at real estate ownership from a business owner’s point of view, including potential benefits, risks, and questions to discuss with your mortgage advisor, accountant, and real estate agent.
- Business Owners
- Homebuyers
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How to Use It
Put This Resource to Work
Open the PDF to read it online, save it to your device, or print a copy. Review the information before applying for a mortgage or purchasing an investment property, then write down any questions that relate to your business or income.
Save or Print It
Download the file to your device or print a copy to keep with your financial records.
Review the Key Topics
Read about financing, tax returns, alternative income documentation, and the benefits and risks of owning real estate.
Discuss Your Situation
Bring your questions to Jennifer and your tax professional before making changes that could affect mortgage qualifying.
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