Mortgage Brokers
Davidson, NC
The Mortgage Planner, powered by Element Home Loans, is a mortgage brokerage serving the Charlotte area with over 30 years of market expertise. Led by experienced loan officers, they specialize in personalized mortgage planning and delivery of comprehensive services throughout the entire loan process—from pre-approval through closing and beyond. Their standout offering includes a dedicated Loan Concierge service that provides real-time weekly updates, document tracking, and gold-standard support, combined with access to multiple lenders and customized strategies to secure the best possible terms for each client's unique situation.
Ideal for: First-time homebuyers, refinancers seeking better terms, borrowers who value personalized service and transparency, homebuyers in competitive markets
Service area: Davidson, NC and surrounding Charlotte metropolitan area
Dedicated Loan Concierge: Each client is assigned a full-time Loan Concierge who provides real-time weekly updates, document tracking, and personalized support throughout the entire mortgage process.
30+ Years of Market Expertise: The team leverages decades of experience monitoring market conditions to customize strategies and secure the best possible terms based on each client's individual qualifying factors.
Flexible Online Scheduling: Clients can schedule planning sessions, closings, and reviews on their own terms using an online scheduling tool, prioritizing convenience and accommodating preferred closing times.
Address: 400 N Harbor Pl Suite H, Davidson, NC 28036
Phone: (704) 728-0191
Website: themortgageplanner.com
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