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THE FIRSTRUST TEAM

What is a Certified Mortgage Planner

Why do you need a Certified Mortgage Planning Specialist?

If you are not yet involved in giving your clients mortgage and real estate equity advice, someone else will take your place. Don't miss out on this tremendous opportunity to retain your clients' trust and loyalty while adding significant value to your advisory relationships.

Certified Mortgage Planning Specialist professionals have demonstrated financial knowledge and
expertise regarding the tax and financial planning implications of various mortgage and real estate
investment strategies. Therefore, CMPS professionals are an essential and highly effective member
of your team in helping your clients:

  • Increase liquidity
  • Better manage their cash flow
  • Become debt free sooner
  • Achieve true financial freedom
  • CMPS Members recognize your value as the quarterback of your clients' advisory relationships and are committed to adding value to your client relationships and the holistic financial planning process.
  • 40% of all U.S. residential property sales are vacation homes and investment properties. CMPS professionals are qualified to help you advise your clients in this area.
  • "Exotic Mortgages" represent 25%-50% market share in today's market. CMPS professionals are equipped to help you and your clients safely navigate today's mortgage environment.
  • 25% of Americans in their peak earning years (ages 50-65) saved absolutely nothing for retirement last year. CMPS professionals are trained to implement mortgage, cash flow and home equity management strategies to help your clients better prepare for retirement.
  • CMPS professionals are equipped to guide you and your clients in implementing the best home equity, mortgage strategies for divorce situations and enable your clients to financially care for ederly parents.
  • CMPS professionals can help your clients implement cash flow and financial strategies to finance their children's education.
  • CMPS professionals are able to help your clients implement beneficial mortgage and real estate equity strategies before and during job or career changes.
  • CMPS professionals can help empower your clients to start or sell their business by implementing viable mortgage and real estate equity strategies.
  • CMPS professionals are able to recommend the proper financial strategies when your clients are ready to buy or build a vacation home.
  • CMPS professionals are able to help your clients generate tax free income during retirement and add value to various investment "withdrawal" scenarios.
  • CMPS professionals are equipped to protect your clients from mortgage and real estate investment scams.
  • CMPS professionals are qualified to help you and your clients implement mortgage and real estate equity strategies that save money on income, capital gains and estate taxes.
  • CMPS professionals are committed to helping your clients improve their credit score and get the best deal on their financing.
  • CMPS professionals can help your clients increase the safety and rate of return of their real estate assets.
  • CMPS professionals can help you build a niche with real estate investors by helping them increase their liquidity, tax advantages, profitability and yield on investments.
  • CMPS professionals have pledged to follow a Code of Ethics.