Welcome to The Mortgage Planner!
We're excited to introduce our new search feature, designed to make navigating our site even easier. Whether you're a first-time buyer, investor, or looking for a second home, you can now quickly find the information you need. Simply type in your query in the search bar, and let us guide you to the resources that matter most.
Explore our extensive mortgage insights, tools, and resources at your convenience. If you have any questions, feel free to reach out. Happy searching!
The New Member Manual
Start in the right place, click to read through!
Get Started with the Right Tools…
Promo Packet
Create a team brochure to send eBook or print PDF to send and take to events you host. The go to for what you need when you need it.
MORTGAGE
PLANNER
LINKTREE
Download the links most used by The Mortgage Planner in day to day business. Also create your partner LinkTree!
Top 3 Responsibilities
Designate your team’s responsibilities with the template below.
Partner Presentation
Download the most up to date partner presentation.
Tuesday Updates
Weekly updates bring in the system, consistency as well as the opportunity to get more referrals from the client and listing agent.
Welcome to the Family Letter
Welcome your client to the family upon Pre-approval.
First Time Home Buyer Workbook
Prepare your first time home buyers with all the tools they need for a successful first home purchase.
PASSPORTS
Social Media
