A home purchase
Explore a residential path with the income and asset records that support your client’s plans.
Conventional financingIIMBC / FOR ACCOUNTANT PARTNERS
You see the whole picture.
We help finance what’s next.
Your clients trust you with the financial story behind their ambitions. IIMBC brings personal mortgage guidance, thoughtful lender relationships and organized follow-through to their next property decision.
TRUST / PROFESSIONAL TO PROFESSIONAL
Your advice carries weight.
So does your introduction.
You know the years of work behind a client’s business, the details behind their income and the goals behind a property purchase. When you introduce that client to IIMBC, we treat the relationship with the same care.
Your client gains a team that listens, answers questions and takes ownership of the financing conversation. You retain your role as their trusted accounting adviser, with an accessible mortgage team to coordinate with.
- Respect for your expertise
We bring mortgage guidance alongside your accounting knowledge.
- Personal attention for your client
Their business context and property goals are part of the conversation.
CONTEXT MAKES THE DETAILS MEANINGFUL
A business owner is more
than a single number.
Self-employment, multiple income sources and business ownership deserve a considered review. We begin with the property goal and the way your client earns, then clarify which records support the financing conversation.
With your client’s authorization, we can coordinate focused document questions with you. That brings useful context to the mortgage review and helps your client organize the next step with confidence.
Explore the self-employed records guideTHE FINANCIAL PICTURE
The business
Ownership, structure and how the client earns.
The records
Income history and supporting documents for review.
The property goal
A home, investment or business property—and the timing.
The financing conversation
Connect the context with suitable paths to explore.
ESTABLISHED RELATIONSHIPS / INDIVIDUAL STRATEGY
Self-employed clients.
More ways to document income.
We bring established lender relationships and a careful approach to placement. The right conversation connects your client’s documentation, property and purpose—then explores the lending paths that deserve a closer look.
Self-employed income
Discuss whether a bank-statement approach is relevant to the client’s circumstances and documentation.
Bank-statement financingA property for the business
Connect business operations, ownership plans and the intended property with a commercial conversation.
Owner-occupied commercialINCOME DOCUMENTATION & PREPARATION
Turn a future goal
into a practical plan.
When a client needs time to prepare, our Borrower Readiness & Financial Strategy Team provides a focused resource for credit optimization and financial organization. We help identify priorities and stay engaged with committed borrowers as they work toward financing readiness.
Your accounting insight remains part of their broader financial picture. Our role is to support the preparation for financing and make the next mortgage conversation more productive.
CLEAR REQUESTS / CONTINUED CONNECTION
A coordinated resource.
A relationship that stays yours.
We maintain detailed referral records and preserve the connection to the professional who made the introduction. Your client receives continued financing follow-through, with communication coordinated around their authorization and the information needed.
You gain an accessible resource for mortgage questions, focused requests and the client’s next property conversation. As their plans develop, we work to keep your professional relationship connected.
A CLEAR WAY TO WORK TOGETHER
Your expertise and ours, connected around the client.
Make the introduction
Share the property goal and the client’s permission to coordinate.
Clarify the questions
Identify the financing and documentation topics to explore.
Organize the review
Connect relevant financial records with the mortgage team.
Support the next move
Continue guidance as the client’s property plans develop.
PERSONAL SERVICE. PURPOSEFUL PARTNERSHIP.
Bring your client’s ambitions.
Let’s connect the details.
Choose the conversation that matches the financial picture in front of you.
The CPA & Advisor Brief
Updates for CPAs and advisors.
Sign up for self-employed borrower insights, documentation strategies and ways to coordinate your clients’ next financing conversation.