Enhance your understanding of self-employed borrowers and develop an understanding of the components of business tax returns.

Allowable addbacks and required deductions will be discussed. We will demonstrate how to calculate income from various business structures and introduce you to the Arch MI Tax Return Analysis Calculator (AMITRAC), the industry’s most user-friendly schedule analysis form.

Presented by Stephanie M. Clark, AMP

Senior National Trainer and Instructional Designer with Arch MI

Stephanie is an engaging mortgage and training expert who always hits the mark when delivering mortgage training focused on customer business needs. She oversees course design, curriculum development, documentation standards and the facilitation of remote and classroom training for Arch MI customers. Before joining Arch MI, Stephanie was responsible for building and facilitating the operations curriculum for a leading financial services company. She has more than 25 years of experience in the mortgage industry, including positions in operations and underwriting.

Thursday | July 14th

9:00am - 12:30pm

Cherry Creek Mortgage
7600 East Orchard Road, Greenwood Village 80111

Member: $35.00
Non Member: $50.00

Coffee and lights snacks will be served.

*Registration deadline is Friday, July 8th at noon.

Seminar hosted by