Asset Based Mortgage

Real Estate With Real Assets: Asset Based Mortgage Solutions

Cash, stocks, bonds, and other cash equivalents can bring you one step closer to your ideal property. Plus, diversifying your financial portfolio with real estate investments is always a smart move.

Portfolios to Properties: Your Assets, Your Mortgage Solution

Tailored for individuals with hard-to-quantify income, including self-employed professionals, entrepreneurs, retirees, and those relying on investments. By using your liquid assets like cash, stocks, and bonds, this program provides a streamlined way to qualify for a mortgage without the need for traditional income verification through tax returns.

Download Program PDF

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They were super patient and honest since the beginning of our journey trying to find a loan. Never pressured us into making a decision, super professional. The complete loan process was very quick and smooth. They guided us along each of the steps in order to make a dream come true!

–  Mathew M.

Turn Liquid Assets into Home Qualification

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Asset Based Mortgage FAQs

Asset Based Mortgage Solutions

Turn Liquid Assets into Home Qualification – Cash, Stocks, Bonds, and Beyond. Diversify your financial strategy and secure your dream property with real estate investments

An Asset Based Mortgage is a specialized lending solution designed for individuals who want to use their liquid and semi-liquid assets as a basis for mortgage qualification.

  • Proof of assets 

    • Bank Statement – Savings Account
    • Retirement Funds
    • 401k
    • Bonds and Stock Portfolios

    Eligible assets are then divided by 84 months to determine a monthly income stream.

Mortgage rates are influenced by a range of elements: income evaluation method, down payment/equity status, credit score, loan term, income, and debt.

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