Certified Mortgage Planners of Lake Mary

Certified Mortgage Planners is a mortgage broker in Lake Mary, FL. The company provides mortgage services and guidance through the closing process for individuals and families. It holds a 4.70 rating from customers who have reviewed the business.

For over two decades, the team has focused on helping clients through the management of equity, the use of capital, and maximizing rates of return. The business operates with a philosophy centered on pursuit of excellence, value before profit, and a 3 Gs approach of being gracious, generous, and grateful. Their staff includes a management team consisting of CEO BJ Sellers, Chief Financial Officer Christine Mota, Chief Sales Officer Dennis Waxman, and Director of HR/Servicing and Payroll Administrator Jacquie Fresh. The company utilizes various specialized teams, such as the Tony Candalino Team, the Streamline Mortgage Team, Team Echeverry, and the Debbie Greenway Team, to assist with real estate financing.

Certified Mortgage Planners is an Equal Housing Opportunity Lender. The business provides mortgage loan originators and loan partners to assist clients with their homeownership goals in the Lake Mary area.

The business is located on Crescent Executive Ct, just steps from PM Pediatric Urgent Care and West Lake Mary Boulevard. It sits about a tenth of a mile from Trailhead Park and a fifth of a mile from the Lake Mary neighborhood and Rinehart Road.

BizScoreAI awards the business a Technical score of 92 out of 100, which ensures the website is secure and indexable so search engines can read it without errors. The business also achieves a Discoverability score of 75 out of 100, confirming that AI crawlers can access every page, which is the essential first step for AI assistants to recommend the company.