Built for the Minds That Move Markets: Mortgages for Finance Pros
Whether you're in wealth management, accounting, investment banking, or fintech — you deserve a loan strategy that’s as sharp as your spreadsheets.
We Understand Your Financial World
You’re numbers-driven. So are we. But unlike banks that talk down or oversimplify — we offer clear, strategic mortgage solutions that match your income, assets, and long-term wealth plan.
We specialize in working with:
- CPAs & wealth managers
- Investment bankers & private equity pros
- Financial planners & analysts
- Fintech execs and SaaS CFOs
- Real estate investors & syndicators
Lending Options That Respect Your Intelligence
Smarter Loans. Better Outcomes.
Why Financial Pros Choose Stairway
Precision Lending. Executive Strategy.
“Jim is the first mortgage advisor I’ve met who truly understood K-1 structuring. I send all my partners his way now.”
— Mitchell C., Private Equity VP
I have income from multiple sources — W-2, K-1, rental. Can I combine them?
Yes. We’re pros at structuring blended income and showing underwriters the big picture.
What if my bonus or RSU income is new or inconsistent?
We help present historical earnings + vesting schedules to secure approval at maximum qualifying levels.
Can I refinance without restarting the clock on interest?
Absolutely — we’ll run scenarios to show total cost vs. savings so you make a smart move, not just a quick one.
Can I use rental income from an investment property to qualify?
Yes — we can use lease agreements or tax returns to count that income toward your loan approval.
What if I have significant assets but lower monthly income?
No problem — we offer asset depletion and asset-based loan options that turn savings into qualifying income.
Meet Jim Blackburn
Mortgage Strategist for High Earners | Financial Advisory Background
“I approach mortgage planning like an asset class — strategic, tailored, and integrated into your long-term portfolio. Let’s optimize your next move.”
Don't Risk Losing The House Because You Weren't Prepared.
Winning offers are planned in advance, losing offers just failed to plan.
Beginning your preapproval process 60-90 days before looking at homes is the smart way to go.Â
100% Client Satisfaction
Real Comments, Real People
Hear From Some Past Clients of Our Founder
First-time home purchase and refinance with fast closing
Great customer service! We were living in California for 20+ years, and every year our rent went up, so we decided to move to Virginia and get our own house. Jim helped us with our very first home mortgage and constantly updated us with the lowering rates. After we were presented with different options, we decided to do a refi, and his team made it possible for us to grab the opportunity to shorten our term from 30 to 15 years at a much lower rate. In just around three weeks we were able to close. Me and my family will definitely recommend them!
Johnny Blan - via Facebook
Retired Investor -
CALIFORNIA
CALIFORNIA
Guidance through the purchase process with clear explanations
They worked with me on the purchase process. Their knowledge helped me to choose the option that was most convenient. From the beginning they explained the process. Thanks Jim!
Dayana Ruiz - via Facebook
Mortgage Loan Originator Columbus Capital Lending -
FLORIDA
FLORIDA
Investor-friendly lender who goes the extra mile
I'm an RE investor. Had multiple loan officers but one really stands out – JIM BLACKBURN. Now, he is working on a third deal with me. He does go the extra mile. A few examples from the past: I have tons of properties and live in China with unique income (he made it work!). He called me in China at 1 AM to get information to close the deal. He is super efficient with collecting the right documents upfront to avoid a lot of back and forth later with processors. You can't go wrong with Jim.
Dennis Nikolaev - Facebook
Studio Leader at APCE Dennis Studio -
CHINA
CHINA
