Knowledge Base

Guides, tips, and answers to help make every step of your mortgage journey smoother — from getting started to managing your loan with confidence.

How to e-Sign Disclosure with Mortgage Boutique

If your lender is Mortgage Boutique, you’ll receive your loan disclosures through their secure online signing system. This allows you to review, sign, and return important documents quickly and securely — no printing, scanning, or mailing required. By signing electronically, you: Here’s the step-by-step guide to make the process smooth and simple. Step-by-Step: How to...

How to e-Sign Disclosure with ResiCentral

If your lender is ResiCentral, you’ll receive your loan disclosures through their secure online signing system. This process lets you review, sign, and return important documents without the hassle of printing, scanning, or mailing anything. By signing electronically, you can: The whole process usually takes less than 10 minutes — and you can complete it...

How to Compress PDF Online

When applying for a mortgage with UnrealFi, you may be asked to upload documents—such as bank statements, pay stubs, or signed disclosures—through our secure portal. Sometimes these files can be too large to upload, especially if they were scanned at high resolution. That’s where PDF compression comes in. In this guide, we’ll walk you through...

Using DocuSign to e-Sign Your Documents

If you’ve been asked to sign documents as part of your mortgage application process, DocuSign offers a fast, secure, and fully digital way to complete them. Whether you’re reviewing disclosures, providing consent, or signing loan documents, DocuSign makes it simple to handle everything from your computer or mobile device. In this guide, we’ll walk you...

Using Cryptocurrency Documents for Your Mortgage Application

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...

Homebuyer Education Course / Certification: What It Is and Why It Matters

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...