A Conversation Between a Tax Advisor and a Mortgage Lender

Two smiling men pose side by side in portraits: one in a dark polo with folded arms, the other in a black suit and white shirt.

The Smarter Mortgage Series Professional Perspectives Where trusted professionals share practical advice to help homeowners make smarter financial decisions. Helping Self-Employed Business Owners Plan for Homeownership By Doug CaldwellFeaturing special guest John Allis IV, Tax Advisor & Certified Public Accountant Why We Wrote This Article If you’ve read my recent article, Mortgage Money Myths: Should…

A man in a suit shows documents to a smiling couple at a desk with a laptop, binder, and coffee cup, with a suburban house visible through the window.

The Number Most Borrowers Worry About Isn’t Always the Most Important One One of the first questions I hear from prospective homebuyers is: “What credit score do I need to qualify for a mortgage?” The answer may surprise you. Many people believe they need a 700 or 800 credit score to buy a home. While…