What is the CMPS Institute?
CMPS Institute is a national organization that certifies mortgage bankers and brokers. We provide mortgage planning certification, sales training and technology systems to banks, credit unions, mortgage companies and individual loan originators. Our mission is to help homeowners and homebuyers improve their lives by using the right mortgage strategies
What is Mortgage Planning, and what does a Certified Mortgage Planner do??
Mortgage Planning is the process of helping clients improve their lives by using the right mortgage strategies.
The right strategy for one client may be completely wrong for another client. That's why mortgage planning should be conducted with a certified professional who is trained in the five CMPS skill sets:
Mortgage & Real Estate Taxation - how and why to understand the tax implications of various mortgage strategies, and how to work as a team with CPAs, attorneys and financial advisors
Housing, Financial & Mortgage Markets - why interest rates fluctuate, and how to understand the housing, financial and mortgage markets
Cash Flow Planning - how to reduce debt, improve cash flow and identify mortgage planning opportunities around retirement planning, college funding, elder care, and other life events
Real Estate Investment Planning - how to help real estate investors compare options and evaluate the impact of various mortgage strategies on their rate of return
Ethics and Compliance - how to implement a pro-active approach to ethics and compliance during the pre-disclosure sales process
CMPS Institute is a national organization that certifies mortgage bankers and brokers. We provide mortgage planning certification, sales training and technology systems to banks, credit unions, mortgage companies and individual loan originators. Our mission is to help homeowners and homebuyers improve their lives by using the right mortgage strategies
What is Mortgage Planning, and what does a Certified Mortgage Planner do??
Mortgage Planning is the process of helping clients improve their lives by using the right mortgage strategies.
The right strategy for one client may be completely wrong for another client. That's why mortgage planning should be conducted with a certified professional who is trained in the five CMPS skill sets:
Mortgage & Real Estate Taxation - how and why to understand the tax implications of various mortgage strategies, and how to work as a team with CPAs, attorneys and financial advisors
Housing, Financial & Mortgage Markets - why interest rates fluctuate, and how to understand the housing, financial and mortgage markets
Cash Flow Planning - how to reduce debt, improve cash flow and identify mortgage planning opportunities around retirement planning, college funding, elder care, and other life events
Real Estate Investment Planning - how to help real estate investors compare options and evaluate the impact of various mortgage strategies on their rate of return
Ethics and Compliance - how to implement a pro-active approach to ethics and compliance during the pre-disclosure sales process