Lesson Overview

You’ve collected two months of asset statements—now it’s time to understand what you’re looking at. In this training, you’ll learn which assets are acceptable, how to review them accurately, and when additional documentation is required. We’ll cover how to identify large deposits, the difference between liquid and non liquid assets, and how to spot red flags that could impact approval. You’ll also learn the rules around gift funds, seller concessions, and when assets can be used as income. By the end, you’ll know exactly how to evaluate assets with confidence and clarity.

Major Benefits

• Eliminate guesswork when reviewing assets
• Spot red flags before they delay your deal
• Know exactly what documentation to request
• Submit cleaner files with confidence