Self-Employed Income Calculation demo
Tax returns in, a qualifying income worksheet out, every figure tied to its line on the return. 1:14
What the demo shows
An income solution for mortgage underwriters that turns tax returns into qualifying income.
A self-employed income worksheet in minutes: every figure lands from its line on the return, with Form 1084 and Form 91 side by side.
Transcript
- Self-Employed Income Calculation turns tax returns into qualifying income for mortgage underwriters.
- By hand it takes an hour or more, and income errors are a fifth of loan defects.
- PREA fills the Castellano worksheet.
- Each figure lifts off its line on the return.
- Depreciation on Schedule C line 13 flies in as an ad-back, $20,914 a month.
- Click any line to see why a one-time equipment sale comes out.
- The file has also worked the Form 91 way.
- One line differs, so Priya asked for the bank's letter.
- Daniel's income fell 9%, so 2025 is used alone, not the average.
- Priya signs an income worksheet in minutes, every figure traced to the return.
- Built on Botminds: agents, data, screens, and governance on one platform.
Transcribed from the film’s narration. Captions are on the player.