Certified Mortgage Planners logo

Certified Mortgage Planners Employee Directory

Financial ServicesFlorida, United States51-200 Employees

Certified Mortgage Planners is a mid-sized financial services firm based in Lake Mary, Florida, that concentrates on residential lending to help families achieve home ownership. Its stated core purpose centers on improving lives and fulfilling people's dreams, guided by a values-led approach that emphasizes excellence and putting value before profit, balanced with a gracious, generous, and grateful culture. The company operates as both a direct lender and a correspondent lender with access to more than 30 investors, and it maintains in-house private-money options.

In addition to comprehensive training and professional development, the firm provides strong front- and back-end support and modern communication tools to support a team-based environment. It offers a broad array of benefits, including health, dental and vision coverage, a 401(k) match, profit sharing, and quarterly bonuses, and it is actively recruiting mortgage professionals and operations staff.

Find Certified Mortgage Planners employees' phone numbers or email addresses

Certified Mortgage Planners Global Highlights

Location
Employees

North America
140

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  • United States Of America
    140

Asia
1

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  • Philippines
    1

Oceania
1

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  • New Zealand
    1

Certified Mortgage Planners's Leadership

  • Partner at Certified Mortgage Planners
    R. B.
    Partner
  • Director Of First Impressions at Certified Mortgage Planners
    A. B.
    Director Of First Impressions
  • Director at Certified Mortgage Planners
    I. P.
    Director
  • Director Of Closing at Certified Mortgage Planners
    J. L.
    Director Of Closing
  • Relationship Manager at Certified Mortgage Planners
    J. S.
    Relationship Manager
  • Senior Loan Partner/Mortgage Loan Originator at Certified Mortgage Planners
    K. R.
    Senior Loan Partner/Mortgage Loan Originator
  • Mortgage Loan Officer at Certified Mortgage Planners
    D. M.
    Mortgage Loan Officer
  • Mortgage Loan Originator at Certified Mortgage Planners
    J. F.
    Mortgage Loan Originator

Certified Mortgage Planners Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Business
  • Information Technology
  • Legal
  • Other
  • Consultant

Contact profiles from Certified Mortgage Planners

Name
Title
Contact
Location
Last Update
  • Partner at Certified Mortgage Planners
    R. B.
    Partner
    Oct 16, 2024
  • Director Of First Impressions at Certified Mortgage Planners
    A. B.
    Director Of First Impressions
    Sep 04, 2026
  • Director at Certified Mortgage Planners
    I. P.
    Director
    Jul 08, 2025
  • Director Of Closing at Certified Mortgage Planners
    J. L.
    Director Of Closing
    Oct 23, 2024
  • Relationship Manager at Certified Mortgage Planners
    J. S.
    Relationship Manager
    Oct 22, 2024
  • Senior Loan Partner/Mortgage Loan Originator at Certified Mortgage Planners
    K. R.
    Senior Loan Partner/Mortgage Loan Originator
    Oct 17, 2024
  • Mortgage Loan Officer at Certified Mortgage Planners
    D. M.
    Mortgage Loan Officer
    May 31, 2026
  • Mortgage Loan Originator at Certified Mortgage Planners
    J. F.
    Mortgage Loan Originator
    Dec 01, 2025
  • Compliance Officer at Certified Mortgage Planners
    C. M.
    Compliance Officer
    Sep 03, 2026
  • Junior Loan Partner at Certified Mortgage Planners
    K. V.
    Junior Loan Partner
    Sep 11, 2026

Frequently Asked Questions

What is Certified Mortgage Planners known for?

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Certified Mortgage Planners was founded in 1999 and operates in the Financial Services industry. You can contact Certified Mortgage Planners's main corporate office by phone at . Explore Certified Mortgage Planners's company overview page for more information.

What is Certified Mortgage Planners's most common email format?

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Certified Mortgage Planners employees' email format typically follows the pattern of First@cmpfl.com. Trying to find reliable and up-to-date employee contact data? Find more Certified Mortgage Planners email formats with LeadIQ.

How many employees does Certified Mortgage Planners have currently?

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Certified Mortgage Planners has approximately 89 employees as of September 2026. These team members are located across 3 continents, including North America, Asia and Oceania.

Who are Certified Mortgage Planners's key employees and leadership?

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As of September 2026, Certified Mortgage Planners's key employees include:

  • Partner: R. B.
  • Director Of First Impressions: A. B.
  • Director: I. P.
  • Director Of Closing: J. L.
  • Relationship Manager: J. S.

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