Processing Income and Assets

A basic education of the income and asset documentation and underwriting requirements of a conforming residential mortgage loan, including tips on preparing a quality loan for submission to underwriting.

Re-versioned: Aug. 2014

FREE companion course, Pre-Information on TILA-RESPA for AllRegs Mortgage Courses provides a brief fact sheet: “TILA-RESPA Integrated Disclosure: What Does It Mean For You”.  Add this course to your shopping cart during the purchase process.

Learning Obj​​​​ectives

After completing this course, students will be able to:
  • Distinguish the risk factors of a mortgage loan
  • Identify employment documentation requirements
  • Calculate stable monthly income
  • Calculate qualifying ratios
  • Calculate funds needed to close
  • Recognize documentation requirements and acceptable sources of funds


    Loan processors.​

    Course Credits

    ABA Certificates​: This course applies to the following ABA Certificates:

    ​Questions? Please contact for more information.

     Benefits of Self-Paced Training

    • Ultimate flexibility
    • Quizzes to support learning
    • Mobile format available

     Registration & Pricing


    Individual Purchase:
    ABA Member  • $95
    Non-Member • $130

    Purchase for a Team:
    To license this course to your bank for multiple learners, please contact ABA Training.


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