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A self-employed borrower shows consistent monthly deposits of $12,000 in their business account but only claims $8,000 monthly income on their loan application. What should the MLO do?

Correct Answer

B) Require explanation of the discrepancy and additional income documentation

Discrepancies between bank deposits and stated income must be investigated and explained. The MLO needs to understand why deposits exceed claimed income - this could involve business expenses, loan proceeds, or other factors that don't represent actual income available for mortgage qualification.

Answer Options
A
Use the higher bank deposit amount as evidence of income capacity
B
Require explanation of the discrepancy and additional income documentation
C
Average the deposits over 24 months to determine actual income
D
Accept the borrower's stated income since they're being conservative

Why This Is the Correct Answer

Discrepancies between bank deposits and stated income must be investigated and explained. The MLO needs to understand why deposits exceed claimed income - this could involve business expenses, loan proceeds, or other factors that don't represent actual income available for mortgage qualification.

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