We are the advisor’s mortgage advisor 

For Fee-Only Advisors who want to grow and improve their business.

Until now, a fiduciary mortgage resource has never been available for advisors and their clients. The fact is mortgage brokers and lenders are incentivized exclusively to sell product (a mortgage), and receive no compensation otherwise. As a fiduciary advisor, this news shouldn’t sit well with you.

Extend the same fiduciary approach you value to your clients’ mortgage scenarios.

MortgageCS provides ultra-competitive mortgage shopping, detailed scenario analysis and the information to power data-driven mortgage decisions. The Certified Mortgage Planning Specialist® Concierge Service does all the heavy lifting for you, saving time, increasing confidence and ensuring a great result.

Cultivate more referrals

More than 5 million people buy a home each year in the US. Forming a relationship with prospective clients during this important time sets the stage for a life-long relationship. MortgageCS provides the trusted, unbiased universal source of truth you can deliver to delight your current clients, leading to more high-quality referrals and relevant introductions to your next generation of wealth-building clients.

Rescue your client from pain and frustration

The thought of mortgage shopping creates anxiety and stress for most of us. MortgageCS removes the burden of mortgage-related research and analysis for you and your clients thanks to our streamlined technology and licensed Certified Mortgage Planning Specialist® Concierge Service. You’ll be able to guarantee ultra-competitive rates and ease the stress associated with this challenging financial decision once and for all.

We do all the work for you

The Certified Mortgage Planning Specialist® Concierge Service supports your business by being the main point of contact for all questions, information and communication. You’ll be kept up to date at each step and will rest easy knowing that your client’s best interests are always our best interests.

Features & Functionality

Hassle-Free Quote Requests
Our competitive quote process is fast and easy. No personal contact details. No credit check. No spam. And no telephone calls.
Interest Rate Monitoring
Rate monitors can be personalized and created in seconds. Our technology will review data in real time, looking for a match.
Proprietary Market Insights
Our real-time insights become your real-time insights, providing data and trends for superior decision making.
Streamlined Client Access
A sleek invitation process and optional public profile make it easy to empower clients and grow your business.
User Activity Insights
Client and prospect profile information and recent activity is tracked and available to identify new opportunities for engagement.
Real-Time Concierge Support
Personalized support from our Certified Mortgage Planning Specialist® Concierge Service is available via phone or email.

Don't just take our word for it.

Grant C. Holdren, CFP®, CLU®
Partner, Allied Financial Consultants, LLP
"Clients are always looking to obtain information in an unthreatening manner, and MortgageCS gives them the opportunity to easily obtain multiple answers and ensure they are making the best decision."
Caryn G.
Mortgage Borrower
“Very quick. Turns out to be the best experience I’ve had. Shopping for a mortgage in a single step was just about as easy as it gets. It's about time something like this exists!”

One simple plan.

Billed per user seat. No long-term contracts. All features included.

Concierge plan
$50/moFull concierge service & support
Client Concierge Access
Interest Rate Monitoring
Collaborative Quote Process
Real-Time Market Insights
Proactive Alerts & Notifications
Custom Content Development
Marketing Strategy & Support
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