We are the real estate agent’s mortgage advisor 

For real estate agents who truly want the best outcome for their clients.

Until now, a fiduciary mortgage resource has never been available for real estate agents and their clients. The fact is mortgage brokers and real estate agents are incentivized exclusively to sell product (a mortgage/home), and receive no compensation otherwise. As a professional looking out for your clients, this news shouldn’t sit well with you.

Extend the same quality 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 and your client, 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 all 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.

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!”