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.

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...

How to Download Your IRS Tax Transcripts

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...

How to Generate and Export Your Binance Account Statement

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...

How to Generate and Download Your Coinbase Account Statement

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....

How to Download Your Gemini Account Statement

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...

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...