Certified Mortgage Planners Market Research Report

Company Overview

Name and Mission of the Company

Certified Mortgage Planners (CMP)

• Mission: Certified Mortgage Planners aims to help clients build a strong financial position through effective equity management, proper use of capital, and maximizing their rate of return. They are committed to creating a remarkable client experience from contract to closing and beyond.

Founding and Key People

• Founders: No information is available.

• Key People:

• BJ Sellers - CEO, NMLS #210932

• Dennis Waxman - Chief Sales Officer, NMLS #358291

• Jason Purcell - Owner/VP/Mortgage Loan Originator, NMLS #1150504

• Joe Marziale - Chief Financial Officer, NMLS #295684

Headquarters

• Location: 615 Crescent Executive Ct., Suite 224, Lake Mary, FL 32746

Number of Employees

• No information is available.

Revenue

• No information is available.

Company Recognition

• CMP is known for its consultative approach in helping clients develop a mortgage strategy aligned with their financial and investment plans, aiming to minimize taxes, improve cash flow, and minimize interest expenses.

Products

Mortgage Solutions

• High-level Description: CMP offers a comprehensive suite of mortgage solutions designed to fit clients' financial strategies.

• Key Features: CMP focuses on equity management and financial strategy to ensure their clients not only build wealth but also enjoy financial peace.

Recent Developments

New Products and Features

• No recent product launches or new features have been reported.

Partnerships and Other Developments

• No information on new partnerships or other significant company developments is available.

Community Engagement

Certified Mortgage Planners strongly encourages its team to engage in community service, participating in local food banks, homeless shelters, Habitat for Humanity, and other community outreach programs.

Careers

CMP offers various career opportunities, such as Loan Officers, Loan Partners, and Relationship Managers, with specific roles and responsibilities oriented towards providing comprehensive mortgage services.

Contact Information

• Corporate Office: 615 Crescent Executive Ct., Suite 224, Lake Mary, FL 32746

• Phone: 407-622-2640

• NMLS #210950

This report outlines the available data about Certified Mortgage Planners, detailing their mission, leadership, product offerings, and community involvement. Further detailed financial and employee metrics are currently unavailable.