The Mortgage Planner Group with Element Home Loans
A mortgage plan, not just a rate.
For three generations, our family has helped buyers and homeowners across Charlotte, Lake Norman, and Charleston plan first, with weekly updates during your loan, on-time closings, and a team that stays with you long after.
- 4.92 ★from 550+ reviews
- $2B+in closed loans
- 30+ yearsin the business
- 3generations of planners
See how we plan
A quick look at the market and how The Mortgage Planner Group builds a plan around your goals.
Service before, during, and after your loan
Real-time weekly updates, on-time closings, and savings through our local partnerships.
Schedule a planning session
Book a time that works for you to get started, plan your purchase or refinance, or review your closing.
Schedule nowYour Loan Concierge
A dedicated, full-time concierge handles regular updates, document tracking, and even travel planning for your move.
Meet your conciergeMarket conditions
More than 30 years of watching the market, with strategies built around your own qualifying factors.
See today’s market
Where are you headed?
Buying a first home
Start with our free Mortgage Planner University course.
Join MPU freeMoving to the Carolinas
Relocation guides, local favorites, and welcome-home perks.
Plan your moveAlready own a home
An annual review of your mortgage, equity, and options.
Request your reviewUsing your equity
See how much of your home’s equity you could put to work.
Check your options
Clients for life.
Our relationship doesn’t end at closing. We check in every year on your mortgage anniversary to review your terms, equity, and goals, and we’ll extend that same review to two people you care about.
What our clients say
- ★★★★★
“The whole Mortgage Planner team was wonderful! Bradley made buying our home such an easy experience.”
- ★★★★★
“From start to finish, they were professional, knowledgeable, and extremely experienced.”
- ★★★★★
“Brad and the Mortgage Planner Team were very efficient, organized, and easy to work with.”
Free homeowner tools
Market activity
Live rates, the bond market, and our weekly update.
See the marketHome Report
Track your home’s value and equity over time.
Get your Home ReportHomeStretch
Plan your purchase and see what you can afford.
Start HomeStretch4ThePLAN radio
Our show on mortgages, real estate, and planning.
Listen now
Two markets, one family team
Let’s build your plan.
Apply online or schedule a planning session with our team.
Just exploring? Check your options with a soft credit inquiry.