| What is a Mortgage Planner |
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"A Mortgage Planner is a specially trained professional mortgage broker with a broad understanding of Finance to assist clients better plan and manage their personal finances to achieve their lifestyle goals."
Mortgage Planners also support a 'Responsible Lending Code of Ethics' that stresses the importance of being ethical, professional and responsible in all the services and activities they provide their clients and other members of the mortgage industry. Mortgage Planners go through a comprehensive course, where the curriculum incorporates essential skill sets including, mortgage analysis, client debt management, real estate property investment planning, wealth development and debt elimination. Continued education and training is also an important component for Mortgage Planners as they continue adapt to industry advancements and changes. What's the difference between a Mortgage Broker and a Mortgage Planner?
When doing business with a Mortgage Planner however, their primary concern is the client and their ability to better assist them to manage personal budget cash flows and credit obligations. Mortgage Planners have an interest not only in providing clients with a suitable mortgage, but more importantly the Mortgage Planner focuses on the client, their plans for the future and how the mortgage will impact on their life. The Mortgage Planner will work with the client to manage this large financial obligation with the objective of helping them to pay down this loan as quickly as possible. Mortgage Brokers are trained to complete an application for finance, a Mortgage Planner is trained to complete a comprehensive review of the client's complete financial position. They will gather all the necessary information to assist the client to make informed decisions.
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