Guides, tips, and answers to help make every step of your mortgage journey smoother — from getting started to managing your loan with confidence.
As crypto becomes more mainstream, many clients ask if they can use their cryptocurrency holdings—like Bitcoin or Ethereum—as part of their mortgage documentation. The good news is: yes, you can—but with conditions. This guide explains when and how crypto documents can be used to support your mortgage application and what lenders typically expect. What Crypto...
Thinking of buying your first home? That’s a big milestone — and you don’t have to go through it alone. If you’re using a mortgage backed by Fannie Mae or Freddie Mac, there’s a good chance you’ll need to take a homebuyer education course. But don’t worry — this course is designed to help, not...
Whether you’re applying for a mortgage, refinancing, or just organizing your financial records, your IRS tax transcripts can serve as an official record of your income, filings, and tax return status. These transcripts are often requested by lenders to verify income or tax filing history — especially for self-employed borrowers or those with complex income...
If you’re applying for a mortgage and you hold cryptocurrency assets with Binance, your lender or financial advisor may ask for a formal account statement. This is a common and straightforward request, especially when digital assets form part of your financial profile. Binance offers an Account Statement function that allows you to produce a snapshot...
If you hold cryptocurrency in a Coinbase account and are applying for a mortgage, you may need to provide an official account statement showing your holdings, transaction history, and asset activity. Coinbase makes it easy to either download pre-generated monthly statements or custom-build your own report based on the exact date range or assets needed....
If you have cryptocurrency holdings with Gemini and need to provide documentation for a mortgage application or other financial review, you can easily download your official account statements from the Gemini platform. These statements are accepted by most financial institutions and are useful when demonstrating proof of assets, transaction history, or reserve funds. In this...
