(704) 728-0191


"Our goal is to take such great care of you before, during & after  your mortgage that we not only earn your loyal business, but also your referrals to friends, family and co-workers.  "We Close On Time with  Exceptional Service, Weekly Updates & Exclusive Savings or you don't pay our closing cost*!"

We Know you had a lot of choices for a Lender...
we are honored you chose to work with us!" 

                                                                                                                                                  -Brad Roche

on the air!

weekly

Use our on-line scheduling tool to speak with a member of our team about getting started, your planning session or closing review.  This is available to use at your convenience.


Brad Roche, The Mortgage Planner is the host of several Mortgage and Real Estate shows in the Charlotte Lake Norman & surrounding areas. Check out showtimes past shows and great content. 


concierge

services

THEMORTGAGEPLANNER

market

conditions

SCHEDULE 

& PLANNING

Our During experience for our clients that is like no other lender.  We have a full time Loan Concierge who will provide weekly updates, pre-closing package, travel planning and more.


Over 20 years at monitoring market conditions we get our clients the best possible interest rate at the lowest cost possible. Including float down options and other tools. Download our smart phone app too!