SBA Mastery: Broker Tax Analysis
- 1 Section
- 18 Lessons
- 4 Quizzes
SBA Mastery Certification: Broker Tax Analysis
- Module #1: Foundations of Tax Return Interpretation for Brokers
- Lesson 1: The Broker’s Responsibility in File Preparation
- Lesson 2: Overview of SBA Loan Documentation
- Lesson 3: Broker vs. Underwriter Responsibilities
- Lesson 4: Common Errors that Delay Underwriting
- Module #1 Quiz
- Module #2: Reading and Explaining Borrower Income
- Lesson 1: Identifying Income Sources
- Lesson 2: Add-Backs and Adjustments Simplified
- Lesson 3: Recognizing Red Flags in Income Trends
- Module #2 Quiz: Reading and Explaining Borrower Income
- Module #3: Understanding Business Entities and Ownership Impact
- Lesson 1: Entity Structures and Tax Forms
- Lesson 2: Ownership and SBA Guarantee Requirements
- Lesson 3: Affiliates and Multi-Entity Borrowers
- Module #3 Quiz: Understanding Business Entities and Ownership Impact
- Module #4: Telling the Borrower’s Financial Story
- Lesson 1: Crafting a Credit Narrative
- Lesson 2: Framing Compensating Strengths
- Lesson 3: Avoiding Common Packaging Errors
- Module #4 Quiz: Telling the Borrower’s Financial Story
- Capstone: Broker Tax Analysis Case Study
The SBA Mastery: Broker Tax Analysis course teaches SBA brokers how to read, interpret, and analyze tax returns with underwriting accuracy. This program helps brokers identify cash-flow strength, red flags, add-backs, and SBA-specific eligibility considerations so they can package stronger, lender-ready loan files that align with underwriting expectations.
Brokers gain step-by-step instruction on tax schedules, business structures, income verification, and lender-required financial narratives. By understanding the story behind the numbers, brokers improve their ability to support borrower readiness, reduce lender conditions, and build a reputation for high-quality submissions.
Continue your broker training inside SBA Mastery for Brokers or explore additional programs at the SBA Mastery Academy.
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