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 Generate and Download Your Kraken Account Statement

If you hold cryptocurrency on Kraken or Kraken Pro and are applying for a mortgage or financial product, you may need to provide an official account statement showing your balances, transactions, and overall portfolio value. Kraken makes this process straightforward through its Document Center, where you can generate both real-time and pre-generated reports for your...

What Is a CPA Letter and Why Do You Need One When Applying for a Mortgage?

When applying for a mortgage, especially if you’re self-employed or own a business, your lender may ask for a CPA letter. Don’t worry — this is a standard request, and it’s easier than it sounds. In this article, we’ll walk you through: Let’s break it down. 📘 What Is a CPA Letter? A CPA letter...

How to Download Your Venmo Transaction History

If you use Venmo regularly and need a record of your past transactions—for example, for budgeting, tax prep, or mortgage documentation—you can download your transaction history directly from the Venmo app or website. While this is not a traditional bank statement, it’s a detailed log of your payments, receipts, and transfers made through Venmo. Here’s...

How to Get a Venmo Statement

If you use Venmo for payments or transfers and need a record of your transactions — for a mortgage application, personal budgeting, or tax preparation — you can download a statement directly from the Venmo website. Note: Statements are not available in the Venmo app. 🌐 Accessing Venmo Statements Online 1. Log In on venmo.com...

Bank Statements vs. Transaction History: What’s the Difference, and Why It Matters for Your Mortgage

When applying for a mortgage, you may be asked to provide documents showing your banking activity. But not all financial records are created equal. Two commonly confused documents are bank statements and transaction history printouts. While both show what’s happening in your account, they serve very different purposes. This guide breaks down the key differences,...

How to Download Your Chase Transaction History

If you need a detailed list of your account activity (separate from your official bank statements), Chase makes it easy to download your transaction history in a spreadsheet format. This can be especially helpful if you’re reviewing finances for a mortgage application, budgeting, or reconciling past payments. 💻 How to Download Transaction History from Chase...