Lifestyle Mortgage Strategies
Invests in State-of-the-Art Technology

Lifestyle Mortgage Strategies is committed to our clients. Our outstanding customer satisfaction ratings are a direct result of our investment in the industry’s most sophisticated technology. Our industry associations and resources provide us with the tools, training and professional development necessary to meet customers’ individual needs in an ever-changing market. Through this commitment, our clients receive state-of-the-art resources, including:

CMPS Institute

The Certified Mortgage Planning Specialist (CMPS) Institute is the most widely-recognized mortgage planning certification program in the industry. They provide knowledge and expertise regarding mortgage and real estate taxation, financial market and interest rate analysis, real estate equity management and cash flow and debt analysis.

Mortgage Market Guide SM

Mortgage Market Guide SM provides real-time mortgage bond quotes. This enables us to monitor bond movements, staying ahead of price fluctuations, so we can properly anticipate the interest rate changes and advise you accordingly.

New York Loan Exchange (NYLX)

New York Loan Exchange (NYLX) is automated eligibility / pricing software that allows us to attain competitive bids from all major mortgage investors. This allows us to get you the best rates available nationally.

Mortgage Coach®

Mortgage Coach®, the industry’s preeminent mortgage planning software, allows us to easily demonstrate how we integrate a mortgage into your financial plan and increase your net worth.

LENDERS INSIGHT®

LENDERS INSIGHT® allows our clients to work with us from the comfort of their own homes. This web-based platform allows us to host “virtual meetings.” Taking mortgage planning to the next level, this state-of-the-art technology enables us to review your application together, right on your own computer. You can be drinking coffee in your pajamas and slippers while we show you the results of your credit report and demonstrate how to integrate a mortgage into your financial plan to increase your net worth. Read about it in Banker & Tradesman.