The Mortgage Planner
Retail Branch Manager | NMLS# 135191
I take great care to cultivate a culture that is filled with happiness and teamwork. Our organization's slogan, "Where the Primary focus is you", applies to our customers as well as our Branch Partners, because when you succeed, we succeed....... Show More
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The Mortgage Planner has received a review with 5 star rating from Nathan E
The Mortgage Planner has received a review with 5 star rating from Jonnie R
The Mortgage Planner has received a review with 5 star rating from M T
Reply from Owner
January 9th, 2026 10:02 AM
Thank you, Tom!
The Mortgage Planner has received a review with 5 star rating from Mike M
Reply from Owner
August 5th, 2025 02:44 PM
Thank you so much, Mike! It was a pleasure working with you- enjoy your new home!
Tommy and his team were awesome! They made the process smooth and easy for me. The team was very knowledgeable and answered all my questions. I would definitely recommend to anyone looking to purchase a home.
Reply from Owner
January 9th, 2026 10:02 AM
Thank you for your kind words! We’re thrilled to hear Tommy and the team made your homebuying experience smooth and easy. At The Mortgage Planner, our goal is always to educate, guide, and support our clients through every step with confidence...
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10/10 experience with Brad & his team to close our out of state investment properties. Total white glove service, will go the extra mile to ensure you get the strongest terms. Helps you from start to finish with loan related, in addition to...
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Reply from Owner
January 9th, 2026 10:02 AM
Thank you Amish! It was a pleasure working with you and wow what a start! To many more!
The Mortgage Planner has received a review with 5 star rating from Brenna G
Reply from Owner
April 22nd, 2025 02:33 PM
Thank you for the 5 Star review, Brenna! It was a honor working with you and I hope you enjoy your move to Charlotte!
I had an excellent experience working with Brad and his team for financing my investment property. Their expertise in navigating the process and securing the best terms made the entire experience smooth and stress-free. They were always available...
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Reply from Owner
January 29th, 2025 04:44 PM
Thank you Georges! It was a pleasure helping you purchase another investment property- looking forward to working together again in the future!
Brad and his team added more value in my first time meeting them than any mortgage professional I’ve known for years. I’m excited to do business with them and send business their way in the future. Whether you are a prospective client or affiliate...
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Reply from Owner
January 9th, 2026 10:02 AM
Thank you for your kind words! It is awesome to be able to align businesses for the better of the client experience! Glad you’re a part of it.
Brad and his team go above and beyond. As a local realtor, I often deal with complex transactions. Brad is a straight shooter and within minutes of speaking to him you understand that he has obtained a level of knowledge that comes with true...
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About
I take great care to cultivate a culture that is filled with happiness and teamwork. Our organization's slogan, "Where the Primary focus is you", applies to our customers as well as our Branch Partners, because when you succeed, we succeed. As an Element Home Loans team member I always strive to be pleasant, hardworking, and willing to go beyond my job duties to help you and your customers throughout their transaction.
NMLS# 135191
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/850
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Positions
- Element Funding - Loan ConsultantFeb 1st, 2015 - Current
Year Started
1998
Time Zone
Pacific Standard Time (PST)
Licenses
- NMLS# 135191
Disclaimer
Element Home Loans is a Division of NFM, Inc. dba NFM Lending, NFM NMLS #2893. NFM is an Equal Housing Lender. For NFM, Inc’s full agency and state licensing information, please visit www.nfmlending.com/licensing. NFM, Inc.’s NMLS #2893 (www.nmlsconsumeraccess.org). NFM, Inc is not affiliated with, or an agent or division of, a governmental agency or a depository institution. GA license # 17414. Copyright © 2026.