Aaron Silverman, Mortgage Loan Originator, NMLS #957533Edge Home Finance, LLC, NMLS #891464: licensed in 49 states and D.C. (Not licensed in NY)

Help your self-employed clients get to the closing table.

I translate tax returns into lender terms, so your clients don't get surprised and you don't get the confused phone calls. They stay happy, and they keep trusting the advice you gave them.

  1. FOR

    CPAs and tax preparers

    Someone who reads the return the way you do.

  2. FOR

    Real estate agents

    An early read on self-employed buyers.

  3. FL

    Built for self-employed borrowers

    Through Edge Home Finance, LLC, by phone and video call.

Two short memos.

One for the people who prepare the returns, one for the people who find the homes.

MEMOFor CPAs
To
CPAs and tax preparers
From
Aaron Silverman, Mortgage Loan Originator
Re
Your clients who want to buy a home

Your client's return was built to save on taxes. That's your job, and it's the right one. A lender reads that same return differently. I spent 10+ years in accounting, much of it in public accounting firms, so I speak both languages.

  • I look at the return the way an underwriter will, before your client applies.
  • If your client is buying soon and they're OK with it, I'll talk with you before they file. How to file stays your call.
  • I explain what a lender is likely to count, what may be added back, and why, in terms you'll recognize.
  • I keep you posted through closing, so your client hears one consistent story from both of us.

The result: a happier client who still trusts the plan you built.

MEMOFor realtors
To
Real estate agents
From
Aaron Silverman, Mortgage Loan Originator
Re
Your self-employed buyers

Self-employed buyers are often great clients with messy paperwork. The earlier someone reads their returns closely, the fewer deals fall apart late.

  • An early read on whether a self-employed buyer is likely to work, before you spend weekends showing homes.
  • Early flags on condo buildings and insurance, two common deal snags.
  • Clear updates from application to closing, including through Edge Home Finance, LLC's realtor portal if you'd like access.
  • Help in 17 languages through Edge Home Finance, LLC.
  • Every kind of home loan, not just self-employed: first-time buyers, jumbo, VA, investment and more. See the loan options.*

The result: buyers who show up ready, and fewer surprises at the closing table.

*Edge Home Finance, LLC is a private mortgage broker and is not affiliated with, endorsed by, or acting on behalf of or at the direction of the U.S. Department of Veterans Affairs (VA), the Federal Housing Administration (FHA), the Department of Housing and Urban Development (HUD), or any other government agency.

Where we help

Complex income? I'll make your numbers make sense.

I'm a former accountant turned Loan Officer, and I help self-employed buyers and business owners get approved, in English or with our team's language help in Spanish, Mandarin, Russian and more.

Buying outside Florida? Edge's Client Care Team can connect you with a licensed loan officer in your state.

  • English
  • Spanish
  • Mandarin
  • Cantonese
  • Taiwanese
  • Korean
  • Portuguese
  • Vietnamese
  • Hindi
  • Gujarati
  • French
  • Polish
  • Ukrainian
  • Russian
  • Dari (Farsi)
  • German
  • Sign Language

Edge Home Finance, LLC does not arrange, solicit, or originate mortgage loans for real property located in the State of New York.

Three steps, and you stay in the loop.

  1. 1

    Introduce us

    With your client's OK, send a quick email, call me, or use the form below or call me.

  2. 2

    I reach out within one business day

    A short call with your client. No documents yet. We go through their situation together.

  3. 3

    You stay posted

    With your client's permission, I keep you updated through closing.

Keeping it simple. I don't pay referral fees or give gifts for referrals. Federal law (RESPA) doesn't allow it. What I can offer is careful work for your clients.

Let's talk, or send me a client.

Book a 15-minute intro to see how I work, or use the form to introduce yourself. Please don't include any client's financial details here. I'll reach out and we'll set up a call.

Partner intro

Introduce yourself

A sentence or two is plenty. Please don't include any client's account numbers, SSNs, or tax info.

By submitting, you agree I may reply to you by email. See the privacy policy.

Let's make your clients' next move easier.

Book a 15-minute intro. I'll walk you through how I work and how we keep your clients in the loop.