Do you realize that your mortgage has a performance record?
Your mortgage is either contributing to or detracting from your financial goals and is either accelerating or reducing the speed at which you reach those goals.

Why is it that most people view a mortgage as a financial obligation rather than a financial instrument? One of the reasons is that the mortgage industry as a whole, and traditional loan officers, have lacked the proper tools and training to give you the information that you need to make fully informed mortgage and financial decisions. That is, until now... Now, you can work with a Certified Mortgage Advisor.

As a Certified Mortgage Advisor, and graduate of the CMPS Institute, I am able to help clients make informed decisions that are best suited to their specific needs and overall, long-term financial goals. 

Certified Mortgage Advisors are unlike traditional loan officers, our role is to help our clients integrate the loan(s) that they select into their overall long and short-term financial and investment plans in order to help minimize interest expense, maximize savings, and accelerate wealth building.

We help our clients successfully manage, and when appropriate, re-position equity to increase liquidity, safety, and rate of return - allowing them to reach their financial freedom and goals sooner.

To better serve our clients, we invest in ongoing training, proprietary tools, and dynamic technology that allow us to deliver a unique set of services. 

The Personalized Mortgage Plan, The RateWatch Review, and the Annual Equity Review will empower you as our client to integrate your mortgage into your financial plans. As a result, you can be confident that your mortgage doesn’t inhibit the pace at which you can reach your goals.

If you have any questions, I'm just a phone call away at 415.425.0857. Or, if you prefer, email your inquiries to Jana.Lane@prospectmtg.com.

Mortgage Advisor for:
Prospect Mortgage