Eroica Enterprises

At the National Association of Mortgage Planners, our mission is to provide a unique set of mortgage planning services to borrowers, ensuring a fair and transparent transactional experience. As a fiduciary-based organization, our Mortgage Planners are committed to acting in the best interests of our clients, providing undivided loyalty and confidentiality. We understand that buying a home can be a complex and overwhelming process, which is why we provide a comprehensive approach to mortgage planning.

Our Services

Our team of experts offers a range of services designed to guide our clients through the mortgage planning process. We provide full disclosure, ensuring that our clients have all the information they need to make informed decisions. Our Mortgage Planners are dedicated to exercising due diligence and reasonable care, exercising the necessary competence to provide the best possible outcome for our clients.

We also provide due diligence and reasonable care, requiring us to protect our clients from foreseeable risks of harm and recommending that our clients obtain expert advice when necessary. Our Mortgage Planners are committed to obeying the instructions of our clients, ensuring that we act only within the scope of authority granted to us.

Our Creed

As a Mortgage Planner, we are entrusted to preserve and improve our mortgage planning system. We believe that professionalism requires more than merely avoiding the violation of laws and rules; it requires the implementation of creative strategies to competently serve our clients. We are committed to our creed for no other reason than it is right.

Our Membership

We offer a range of membership services, including education and accreditation, mentoring, and networking opportunities. Our membership is designed for professionals providing mortgage services to borrowers, including mortgage brokers, CPAs, CFPs, attorneys, accountants, and other service providers in the real estate transaction.

Certification

We offer a certification program for Mortgage Planners, requiring applicants to meet certain qualifications and criteria. Our certification process is designed to ensure that our Mortgage Planners have the necessary knowledge, skills, and expertise to provide exceptional service to our clients.