The Mortgage Planner
Mortgage Broker
Why pick this one
They have over 30 years of experience in the mortgage industry, providing concierge services throughout the entire mortgage process.
Best for
- first-time homebuyers
- mortgage planning
- investment property financing
Look elsewhere if
- budget-sensitive clients seeking low-cost options
- quick turnaround situations without scheduled appointments
Specialties
- mortgage planning
- loan concierge services
Certifications
- NMLS
What makes them different
- provides concierge services before, during, and after the closing
- offers annual mortgage reviews for clients
- holds a Mortgage Planner University for educational resources
- has a family-operated business with three generations of mortgage experience
- Response time
- real-time weekly updates
- Years in business
- 30
- Serves
- Charleston, Summerville, Mt. Pleasant
Distilled from this business's own website.
Contact & Location
- Address
- 400 N Harbor Pl, Davidson, NC 28036-7900
- Phone
- +17047280191
- Website
- http://www.TheMortgagePlanner.com/
- brad@themortgageplanner.com
Services
- mortgage brokerage
- financial strategy consulting
- real estate portfolio management