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Posted on 06/10/2025
Mortgages

Reverse Mortgage Alternative: Asset-Depletion Loan for $1M+ Homes

By Bill Rice
3 minute read
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Posted on 06/10/2025
Mortgage

Tax-Smart Mortgage Planning for Retirees Holding $1M+ in Brokerage Assets

By Bill Rice
3 minute read
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Posted on 06/10/2025
Jumbo Loan

Counting RSUs Toward Your Jumbo Loan: 2025 Underwriting Rules

By Bill Rice
3 minute read
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Posted on 06/10/2025
Bridge Loans

Bridge Loans for Move-Up Buyers in High-Cost Markets

By Bill Rice
4 minute read
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Posted on 06/10/2025
High-Net-Worth Borrowers

Rate-Lock Strategies for High-Balance Borrowers: Lock-&-Shop vs Float-Down Explained

By Bill Rice
3 minute read
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Posted on 06/10/2025
Buying Property

Cross-Collateralization: Using Equity From One Property to Buy Another

By Bill Rice
3 minute read
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Posted on 06/10/2025
DSCR Loans

Optimizing Cash Flow: Interest-Only DSCR vs Fully Amortizing Payments

By Bill Rice
3 minute read
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Posted on 06/10/2025
Jumbo Loan

Qualifying for a $3 M Bank-Statement Jumbo With 20 % Down

By Bill Rice
3 minute read
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Posted on 06/10/2025
Mortgages

Portfolio Lending Explained: Why Banks Keep Your $2 Million Mortgage In-House

By Bill Rice
3 minute read
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Posted on 06/10/2025
Investor

Prepayment Penalties on Investor Loans: When Opting Out Saves Thousands

By Bill Rice
3 minute read
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Posted on 06/10/2025
DSCR Loans

Wealth Acceleration With 1031 Exchanges and DSCR Loans

By Bill Rice
3 minute read
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Posted on 06/10/2025
Lender

Using Crypto Gains as a Down Payment: Lender Documentation Rules for 2025

By Bill Rice
3 minute read