Document Projection Assumptions | SBA Underwriting
SBA Form 1919 & Cash Flow Projections How to document projection assumptions so an SBA underwriter does not second-guess them Clear, defensible projection assumptions prevent SBA underwriter scrutiny. Learn the specific documentation framework brokers use. August...
Flag Unorganized Transactions | CPA Handoff
CPA Collaboration & Handoff How to flag unorganized transactions before your December handoff Learn how to identify and flag unorganized transactions before your CPA handoff. Prepare clean, categorized data for faster reviews and fewer errors. August 2026 8 min...
12 vs 24 Months 1099s Income | Non-QM Guide
1099 & Gig Income Loans How 12 vs 24 months of 1099s change qualifying income — for a first-time non-QM submission Compare 12-month vs 24-month 1099 income lookbacks for non-QM qualifying. Exact calculations, investor rules, and first-time submission tips. August...