The CMPS� designation was formed by a group of mortgage lending specialists and financial planners who banded together to create this designation in an effort to educate mortgage originators on the impact that home loans have on the rest of a client’s financial situation. While financial planners typically have a relatively solid understanding of mortgages and how they work in the context of a cli
ent’s finances, the average loan originator is typically trained only in the mechanics of home loans in and of themselves, and is often clueless about how a home loan fits into the rest of a client’s financial situation. A CMPS�is therefore trained to be able to bridge this gap and offer an advanced level of service and analysis to prospects and clients seeking home loans.
