We are honored to serve you. Our job is to create mortgage solutions to improve the lives we touch through a comprehensive financial strategy. We take a consultative approach to helping our clients develop a mortgage strategy that encompasses your overall long and short term financial and investment plan to minimize taxes, improve cash flow, and minimize interest expense.
As mortgage planners we assist in identifying ways for our clients to not only build wealth through equity management, but more importantly guide our clients in finding ways to enjoy life through financial peace.
As mortgage planners we assist in identifying ways for our clients to not only build wealth through equity management, but more importantly guide our clients in finding ways to enjoy life through financial peace.
Services
At Certified Mortgage Planners, we aspire to be servant leaders within our company and out in the community. Therefore, we encourage our team members to give their time in community service on a regular basis. This can be volunteering at local food banks, homeless shelters, Habitat for Humanity, Give Kids the World, and other wonderful community outreaches.
This position requires motivation and self-discipline. Communication skills and the ability to develop and maintain relationships with referral partners. An MLO license with the State of Florida is also required. This position requires great attention to detail and a working knowledge of the mortgage industry.
Thank you to Sally Vance at CMP who works quickly and makes herself constantly available for our clients. We make such a great team! Big closing the other day. Our own home here in Indilantic. This truly would not have been possible without the huge effort from Certified Mortgage Planners and an enormous thank you to Melissa Schwartz Erlacher and Rich Condon who worked their butts off to get it all done.
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