MSR Sales Analysis

For independent mortgage bankers that have significant bulk sales of Mortgage Servicing Rights, UCM can analyze the sales proceeds to categorize the income into Ordinary Income and Capital Gains portions for Federal Income Tax purposes. UCM works with the seller’s management and valuation consultants to develop a cash flow analysis and a supporting narrative, which can be relied upon by the responsible tax preparer. For Sub-S and other pass-thru style corporate tax structures, the benefits can be substantial.