Relocation Planning

Mortgage Lending at it’s finest!

New to the area or a native, you will enjoy all Passport to The Carolinas provides. We have compiled the hottest spots in the area to visit with helpful links and savings all in one Passport! We partner with many local businesses to provide exclusive savings and experience for our clients before, during and after closing that is like no other lender. It delivers world class lending in a new way! From sporting event ticket pack after closing, courtesy lawn care or pizza night for the move, to a discount portal with over $7000 in homeowner saving including dining out, entertainment! For more information on financing click extensions above or the call button to connect to our team.

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Full report- https://housingmarketweekly.com/mortgageplanner/6920c0548c2720ee1c9b1abe?s=em

🎯 Dreaming of Your First Home? Kids first home? Let’s Make It Happen Together! 🏡✨ Buying your first home is more than a financial decision—it’s a life milestone. Whether you’re a recent grad, young couple, or simply tired of renting, The Mortgage Planner University (MPU) is your launchpad to homeownership. 🙋‍♂️ Feeling Overwhelmed? We get it. Rate talk, credit scores, down payments—it’s a lot. That’s why at Element Home Loans, we don’t just talk numbers. We educate, guide, and plan strategically based on YOUR goals—not just your rate. 🎓 Introducing MPU: Mortgage Planner University A custom educational series built just for first-time homebuyers. Inside MPU you’ll get: ✅ Real-life budgeting tools ✅ Interactive planning calls ✅ Side-by-side loan comparisons ✅ Live workshops + access to our expert team ✅ And some fun surprises (think pizza nights and ticket packs 🎉) 📲 What Makes Us Different? 🔹 Concierge service before, during & after closing 🔹 Smart tech + human touch 🔹 A systemized WOW experience—every time 🔹 And a heart for helping people succeed, not just close a loan. 💬 “We were first-time buyers and totally overwhelmed—but Brad’s team made it simple and stress-free. Truly a blessing!” — C. James 💥 Don’t wait on the market. Don’t wait for “perfect.” Take the first step today with MPU. Let’s talk about your vision and how to make it real—without guesswork. 📩 DM us to enroll in MPU or click here themortgageplanneruniversity.com

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Welcome Home Ticket Pack!
As you settle into your new home, we’d love to treat you to a night out on us (seasonal) a small way to say thank you and welcome to the Carolinas! Clients who’ve relocated from out of state receive two complimentary tickets to a local sporting event as our “Welcome Home” gift.

Enjoy the experience-it’s just one of the ways we aim to deliver world-class service and make you feel right at home.

From your lender for life,
The Mortgage Planner Team

The Mortgage Planner Favorites!

Welcome to the vibrant city of Charlotte and the breathtaking Lake Norman area, a region we've been proud to call home for over a decade. Our time here has allowed us to unearth hidden treasures and uncover remarkable places that are simply waiting to be explored. It's a privilege to have you choose us as your lender, and we extend a heartfelt welcome to this welcoming community. To show our appreciation, we're excited to offer you a warm introduction to the area through gift cards to our three hand-picked Featured Favorites!

But the adventure doesn't stop there. We have listed our Favorites for you to continue to take the time to fully explore all that this vibrant region has to offer, creating memories that will last a lifetime.

So, let's embark on this exhilarating journey together, uncovering the richness and beauty of Charlotte and Lake Norman. We are delighted to be a part of your story and can't wait to share in the many extraordinary moments that this remarkable community has in store for you. Welcome!

Featured Favorites of the Month!

**Barcelona - Mooresville**
Welcome to our favorite burger joint in Mooresville, a true culinary gem - Barcelona! As soon as you step in, you're greeted with the tantalizing aroma of sizzling patties and a lively atmosphere that promises a delightful dining experience. But here's the twist, if you ever find yourself in the mood for something different, you're in luck! Right next door is a delightful Italian pizza place owned by the same proprietors. So, whether you're craving the juiciest burgers in town or seeking out the finest Italian pizza, Barcelona and its Italian neighbor have you covered. It's a foodie's paradise waiting to be explored!

**Havana 33 - Lake Norman**
Havana 33 at Lake Norman, our Sunday brunch spot, is a haven for Cuban cuisine. Their menu is a tantalizing journey through authentic Cuban flavors, and the signature sauces that accompany the dishes are unparalleled. The fusion of the live saxophone music, the delectable Cuban dishes, and those amazing sauces creates an unforgettable culinary experience. It's a delightful blend of taste and music, making it a cherished tradition for us.

**Tifa Chocolate & Gelato- Ballantyne**
Step into the charming world of Tifa Chocolate & Gelato, where sweet dreams are turned into reality and your taste buds embark on a delightful journey. This cozy dessert haven offers a delectable array of handcrafted chocolates, creamy gelato, and a must-have warmed-up cookie that will leave you craving for more. The aroma of rich cocoa and the sight of beautifully crafted sweets beckon you to explore the tantalizing wonders that await. Tifa Chocolate & Gelato is not just a dessert shop; it's an experience that awakens your senses and transports you to a world of confectionery bliss.

Previously Featured

Broadstreet Burger Co- Statesville
Introducing Broadstreet Burgers, a hidden gem that we stumbled upon during the challenging days of COVID. Our discovery of this burger joint turned out to be a silver lining as we relished their mouthwatering burgers outdoors in the heart of downtown Statesville. We found a unique spot to savor our meals on the steps of the county building, creating unforgettable memories. Now, Broadstreet Burgers has become a cherished tradition, a must-stop destination where we continue to enjoy their delectable offerings. It's a testament to resilience and good food, making it a truly special place for us.

**Waterside Grill- Lake Norman State Park**
Welcome to Waterside Grill, a beloved local gem that Angela and I have come to cherish during our motorcycle adventures. While it may not be the fanciest spot in town, it's undoubtedly a local favorite. The combination of top-notch beers, picturesque lake views, and the unique play-it-yourself jukebox creates an atmosphere that we always enjoy. Don't forget to venture out onto the deck in the back; it's a hidden treasure where live music often adds to the charm. Upon first glance, Waterside Grill might seem unassuming, but once you pull in, you'll be pleasantly surprised by its cozy and welcoming ambiance. It's a place that has captured our hearts and a must-visit for those seeking a relaxed and authentic experience.

**Cajun Queen**
Cajun Queen Restaurant, located in Charlotte, NC, is a culinary gem that brings the vibrant flavors of Cajun cuisine to your plate. With a rich history and a commitment to authenticity, this restaurant offers a truly immersive dining experience. From the moment you step inside, you'll be transported to the heart of Louisiana, with its warm and inviting atmosphere. Indulge in a menu that showcases traditional Cajun dishes, expertly prepared using the finest ingredients and time-honored techniques. Whether you're craving spicy jambalaya, succulent crawfish étouffée, or mouthwatering gumbo, Cajun Queen Restaurant is sure to satisfy your cravings. With its exceptional service and a menu that caters to all tastes, this establishment is a must-visit for food enthusiasts and those seeking a taste of the South.

**The Cellar at Duckworth’s**
This spot in Charlotte is cool, we've absolutely fallen in love with. Nestled in the basement of Duckworth's Normal Restaurant, it's a unique find that's worth every visit. The standout feature here? Their unbelievably delicious pecan bourbon, which is a true must-try. The bar opens its doors at 4pm, so be sure to arrive early, as this place tends to fill up fast. Don't miss your chance to experience this Charlotte favorite!"

**Lilly & Grace**
We wholeheartedly believe that Lilly & Grace, run by our cherished family friends, represents the future of home furnishings and serves as a comprehensive destination for all your home requirements! They offer distinctive product lines that one might typically find in a major metropolitan area, but we're conveniently located right here in Lake Norman, North Carolina. Our selection includes renowned brands such as Ro Sham Beaux, Robin Bruce, Rowe, Uttermost, The Bramble Company, Summer Classics, and many others.

**Royal Blliss Brewing Co. Denve**r
Nestled in the heart of Denver, Royal Bliss Brewing Company is the ultimate game-day destination. Enjoy watching your favorite matches, sipping on a cold brew, and immersing yourself in the action with our top-of-the-line loudspeakers.
Last year, we had an amazing photoshoot that truly captured the vibrant atmosphere at our brewpub. With a diverse selection of handcrafted beers, we're the perfect spot to root for your team while indulging in your preferred brew. Plus, our outdoor setting shines both day and night, making it a fantastic location for all ages, with plenty of areas for kids to have a great time.

**Cinergy Dine In Movie Theatre**
Cinergy Dine-In Movie Theatre in Charlotte, NC, redefines the movie-watching experience. With a unique twist, it features a stylish bar and seating area outside the theatre rooms where patrons can enjoy drinks and a meal before or after the show. Inside the theater, each seat is equipped with a QR code for easy food and drink orders, ensuring you never miss a moment of the film. This innovative concept combines the joy of dining out with the magic of cinema, providing a seamless and enjoyable way to catch a flick while indulging in delicious treats.

**Mert’s Soul Food**
Mert's, located in the heart of Charlotte, is a renowned soul food restaurant featured on "Diners, Drive-Ins, and Dives." This beloved spot offers a warm and authentic Southern dining experience with signature dishes like fried chicken and collard greens. Families love to visit Mert's before sports events due to its central location and delicious pre-game tradition. It's the perfect place to savor classic Southern flavors and create lasting memories.

**The Hunter House and Gardens**
Hunter House and Gardens is a culinary haven nestled in a picturesque setting, offering a delightful dining experience for all. With a focus on farm-to-table cuisine, the food at Hunter House and Gardens is a celebration of fresh, locally sourced ingredients. Each dish is thoughtfully crafted by skilled chefs who take pride in creating flavorful and visually stunning plates. From vibrant salads bursting with seasonal produce to succulent grilled meats and seafood, every bite is a testament to the restaurant's commitment to quality and taste. The menu showcases a fusion of global flavors, ensuring there is something to satisfy every palate.

**Harvey’s Bar and Grill**
Harveys in Huntersville is a cherished local hotspot, known for being a sports enthusiast's haven. A perennial favorite for watching sports events, it's also famous for serving up mouthwatering wings and burgers that hit the spot. What sets Harveys apart is their playful and ever-changing menu, featuring fun and festive items that align with the current season. It's the perfect gathering place for the community to enjoy the game, indulge in tasty comfort food, and soak in the spirited atmosphere.

**The LKN Cottage and The Cabin**
The Lake Norman Cottage, conveniently located near our Element Home Loans Lake Norman office, is a charming lakeside haven offering stunning views of Lake Norman. This locally-owned gem boasts a vast and carefully curated wine selection, making it the perfect place to unwind with a glass of wine while soaking in the picturesque waterside scenery. Not only does it cater to wine enthusiasts, but it also has a nearby brewery with an excellent selection of beers, offering something for everyone.

**Hawkers Asian Street Food**
Hawkers Asian Street Food, nestled in the vibrant heart of South End Charlotte, is a culinary delight that brings the flavors of Asia to your plate. With an impressive selection of Asian cuisine and creative cocktails, it's a go-to destination for food enthusiasts. Start your journey with the Roti Canai for a mouthwatering appetizer, and after a delectable meal, make your way to Jeni's ice cream next door for a sweet and satisfying dessert. Hawkers offers a memorable dining experience that combines the best of Asian flavors with the charm of South End.

Gold Leaf Cigar Lounge
Gold Leaf Cigar Lounge in Lang Tree is the ultimate destination for cigar enthusiasts. Enjoy premium cigars in a sophisticated setting with live music, pay-per-view events, and member benefits. The lounge offers plush seating, a diverse cigar selection, a well-stocked bar, and a projector TV for sports enthusiasts. It's not just a cigar lounge; it's a lifestyle experience, making it our go-to spot for cigars and entertainment.

Buttermilk Sky Pie Shop
Buttermilk Sky Pie Shop in Birkdale Village is our favorite go-to spot for delightful pies right in the heart of the community. Indulge in an amazing selection of pies, perfect for any occasion or a sweet treat with family. Whether it's for your next event or an office gathering, Buttermilk Sky has you covered. Our top pick is the irresistible Apple Crisp pie—a definite office favorite that never disappoints!

**Summit Coffee- Davidson Downtown**
Welcome to Summit Coffee in the heart of downtown Davidson! Nestled in this charming town, Summit Coffee is more than just a cafe; it's a community hub where the aroma of freshly brewed coffee mingles with the spirit of local camaraderie. With its inviting ambiance, delicious coffee, and a warm atmosphere, Summit Coffee is the perfect place to unwind, catch up with friends, or find inspiration. You're in for a treat as you embark on your coffee journey right here in downtown Davidson. Enjoy your time at Summit Coffee!.

**North Harbor Club**
The North Harbor Club, situated on the scenic shores of Lake Norman in Davidson, is a picturesque lakeside haven that offers the perfect setting for lakeside relaxation. Known for its diverse and delectable food selection, it's an ideal destination for a romantic date night or a memorable family outing. With a beautiful waterfront view and an extensive drink menu, it's the go-to spot for winding down after work, where you can savor the serene beauty of Lake Norman while enjoying great food and drinks.

Bruster’s Ice Cream
Bruster's Ice Cream is a delightful destination for ice cream enthusiasts, known for its signature and unique ice cream flavors. This charming ice cream parlor is not only a haven for sweet treats but also a fun spot for memorable family outings. Their commitment to creativity shines through with a rotating selection of one-of-a-kind flavors that cater to all taste buds.
What makes Bruster's even more special is their knack for hosting exciting events like car shows, adding an extra layer of enjoyment to your visit. For families, it's a go-to spot to savor delightful flavors!

**Pinky’s Westside Grill**
Pinky's West Side Grill, with multiple locations throughout the Charlotte area, is a culinary adventure waiting to be explored. Known for its innovative and out-of-the-box creations, Pinky's offers a menu brimming with exciting options like the peanut butter Sriracha burger and a diverse array of hot dog concoctions. It's the ultimate destination for those seeking a taste of the extraordinary, where unique and delicious foods take center stage. Pinky's West Side Grill invites you to embark on a flavor-packed journey that promises to delight your taste buds with every bite.

Favorite Area Butchers

Epic Meat Market

Are you in search of top-notch meats, seafood, and prepared foods? Epic Meat Market has you covered! This butcher shop sources its products from trusted vendors while continually introducing new ones to ensure the highest quality. With a focus on delivering exceptional cuts of meat and a unique customer experience, Epic Meat Market is your go-to destination. Find them conveniently located next to Jet Fitness in Mooresville.

Josh's Farmers Market

What began over 30 years ago with two young boys selling homegrown cantaloupes on the side of Williamson Road has grown into a bustling, full-time, seven-days-a-week farm market. Josh's Farmers Market offers local meat and seafood, along with a wide variety of locally sourced fruits, vegetables, and more. A true Mooresville staple, you can find Josh's Farmers Market at the old Lions Club building on Brawley School Road.

Mills Family Farm

Since 1935, Mills Family Farm has been a trusted source for high-quality meats in the community. Known for their locally and ethically raised beef, they also offer a variety of other products including pork, dairy, eggs, honey, and jams and jellies. For those interested in bulk purchases, they even sell whole cows. Visit Mills Family Farm at 284 Barfield Road in Mooresville, just off Hwy 115.

Stevens Country Store

Steven's Country Store & Butcher Shop is a family-owned gem offering fresh, locally sourced meats and groceries. They serve breakfast and lunch with a strong emphasis on customer service, ensuring you feel like part of the family. Don't miss out on McLaughlin's sausage—it's the best! Visit Stevens at 15725 Mooresville Road.

New York Butcher Shoppe

At the New York Butcher Shoppe, you'll find a wide selection of fresh, high-quality meats, including Angus beef, Wagyu, and custom grinds, along with weekly specials. Looking for the perfect drink to complement your meal? Explore their curated wine selection, featuring a variety of whites, reds, sparkling wines, and dessert wines.

Ferrucci's Italian Market

Ferrucci's Italian Market is your go-to destination for all things Italian! Run by John and Annie Quirin, this market offers a wide selection of prepared foods, fresh meats, cheeses, and wines, all sourced directly from Italy. Don't miss their incredible sandwiches, a hallmark of an authentic New York Italian deli experience. Visit Ferrucci's at Shops on the Green in Cornelius.

Buddy's Seafood Market

If seafood is more your style, Buddy's Seafood Market is the place to go. This family-owned shop boasts a wide selection of seafood, guaranteed to be fresher than any grocery store. With a vast array of options and a helpful staff, Buddy's has you covered. Find them at 115 Commons Drive in Mooresville, just down from Randy Marion Chevrolet.

D6 Provisions

Much like Mills Family Farm, D6 Provisions is a family-run farm that eliminates the middleman by raising healthy animals on their land without hormones or antibiotics. Experience the farm-to-table difference with their high-quality meats. Their expert butchers are available to answer all your questions about cuts, cooking techniques, and minimizing waste by utilizing the whole animal. With a wide variety of cuts, from perfectly marbled steaks to flavorful ground meat, D6 Provisions has something for every recipe. Visit them at 1178 Mt. Zion Church Road in Iron Station.

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