# Self-employed intake one-pager

**Mortgage Dorks Season 1**
**Course:** Module 0 - Start Here
**Lesson:** Self-Employed Intake One-Pager
**Format:** Worksheet

## Use This For

Give members a practical intake sheet they can use before wasting a week on the wrong income path.

## Artifact Contents

- Entity and ownership snapshot.
- Filed tax years and extension status.
- Current-year P&L direction: up, flat, down, or unknown.
- Business and personal asset split.
- Agency path, non-QM path, DSCR path, or pause decision.

## How To Use It

- Use the one-pager on one anonymized past file.
- Identify which question would have saved the most time.

## Guardrail

This lesson teaches intake structure only. Education and workflow support only. Not underwriting approval, legal advice, tax advice, financial advice, a rate quote, or a promise of eligibility. Follow employer, investor, agency, state, and federal requirements.