Certified Mortgage Planner

In the United States certified mortgage planner is a designation for the purpose of establishing a new professional category in the mortgage sector: one that arose as a response to criticisms of the mortgage banking industry. The term "mortgage planner" has been adopted as a generic niche term for mortgage originators who choose to assist borrowers on a more personal level by incorporating the mortgage decision with a borrowers short and long-term financial objectives. The term "certified mortgage planner" is an effort to validate through education and subsequent certification a mortgage originator that has had specific training for the purpose of incorporating the mortgage decision with a Borrowers short and long-term financial objectives.

Read more about Certified Mortgage Planner:  Origins of The Term, Tasks of A Certified Mortgage Planner, Training, Tools of The Trade

Other articles related to "certified mortgage planner, mortgage planner, mortgage":

Certified Mortgage Planner - Tools of The Trade
... The mortgage planner uses many tools in his practice which in conjunction with their education allow them to create a "mortgage plan" for their client ... These tools often include, but are not limited to, advanced software to compare mortgage products in a side be side comparison, credit scoring services to determine the best way to help a client to ...

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