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A borrower's loan receives a 'Caution' message from Loan Prospector (LP) indicating 'Review Income Documentation.' The borrower is self-employed and provided tax returns showing a loss in the most recent year but profits in the previous two years. What is the most appropriate next step?

Correct Answer

C) Perform a detailed analysis of the business financials and trends to determine qualifying income

When LP provides a 'Caution' message for self-employed income review, underwriters must perform a comprehensive analysis of the business financial trends, including profit/loss statements, balance sheets, and tax returns to determine the most representative qualifying income. A loss in one year doesn't automatically disqualify, but requires careful evaluation of business stability and future earning capacity.

Answer Options
A
Automatically decline the loan due to the recent loss
B
Calculate a two-year average income excluding the loss year
C
Perform a detailed analysis of the business financials and trends to determine qualifying income
D
Request only the most recent year's tax returns for verification

Why This Is the Correct Answer

When LP provides a 'Caution' message for self-employed income review, underwriters must perform a comprehensive analysis of the business financial trends, including profit/loss statements, balance sheets, and tax returns to determine the most representative qualifying income. A loss in one year doesn't automatically disqualify, but requires careful evaluation of business stability and future earning capacity.

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