Don't wait! Find out about your options today!

The Mortgage Planning difference…
1st – Let’s have an informal conversation to determine your short and long term goals.
2nd - We will then provide you a customized Mortgage Plan that takes those goals into consideration.
3rd - If it makes sense to move forward… we will provide competitive rates and best of class service.

It is easy to get started, either call our toll free number (800-614-4009) or complete the following short questionnaire.

What We Offer

  • Knowledge and Experience

    Our Loan Advisors have a minimum of 10 years’ experience and are highly knowledgeable in the various loan programs that are available so that you can be confident in getting the right loan for your needs. The loan options are presented in an easy to understand Mortgage Plan that is developed to achieve your short and long term goals.

  • Products and Pricing

    Unlike some companies that only offer a few loan programs, we have a wide range of products to assist with your purchase or refinance. Regardless if you are a 1st time buyer or ready to retire and are looking for a Reverse Mortgage, we have the loan program that will provide YOU the highest benefit.

  • Direct Lender and Broker

    We directly fund between $9-$10 billion a year in home loans. This means we process, underwrite and wire the funds. If we do not have a loan option for our client “in-house,” we will process the loan and submit it to an investor for underwriting and funding. Having both these funding sources allow us to provide the best loan options for our clients.

mortgage types

Mortgage Resources

We have put together some helpful information and mortgage calculators to help answer any questions you might have.
Loan Types

Compare Loans

Our complete list of loans along with their detailed description will help you decide which loan is good for you.



We have put together some calculators to help you make sense of the numbers.

Mortgage Questions

Questions & Answers

Here we tried to answer the most important questions you may have. For more answers call 800-614-4009.

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