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 Request a Payoff Statement from Shellpoint

If your mortgage is currently serviced by Shellpoint Mortgage Servicing and you need to order a payoff statement—whether for a refinance, a sale, or a mortgage review—you can do it quickly and securely through your online account. This guide will walk you step by step through the process so you know exactly what to do....

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 FCM TPM

Borrowers working with FCM TPO can securely review and electronically sign their disclosures through the ICE platform. This convenient process eliminates the need to print, scan, or mail documents, and can be completed from your computer, tablet, or smartphone. By signing electronically, you can: The whole process usually takes little time — and you can...

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...