Did you know that your vested pre-IPO shares could play a key role in qualifying for a mortgage—without needing to sell them? As someone who’s spent 23 years matching clients to tailored loan solutions, I look for every possible advantage to fit your unique financial picture. Lenders may assess vested pre-IPO shares using asset utilization, spreading their value over a qualifying term to calculate a monthly income figure. This approach can open new doors, especially for those with non-traditional income streams. My goal is always to provide transparent, creative options that put your interests first—so you can make fully informed decisions about your largest financial commitment.
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