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The Mortgage Planners
The Mortgage Planners
Mortgage Planners
Shanne Sleder
Mortgage Planner
NMLS ID: 239958
Cell: 858.829.7186
Email
Jerry Sleder
Jerry Sleder
Marketing Manager
Cell: 619.977.4582
Email
The Mortgage Planners
10636 Scripps Summit Court | Suite 130
San Diego, CA 92131
Phone: 619.312.0612
Fax: 619.615.2055

The Mortgage Planners are a full service mortgage lender based in San Diego, California and have been helping clients with home loans since 2003. They have Mortgage Banking and Broker channels available to their clients to help with purchase, refinance, and reverse mortgages. The Mortgage Planners are affiliated with West Coast Mortgage, a local Direct Lender in San Diego for the past 15 years. The benefits of being a direct lender include controlling the loan documents and funding of the loan, more competitive interest rates and fees, and quicker underwriting time periods.

The Mortgage Planners are truly passionate about their profession and the result is that nearly 100% of their business is by referral from satisfied clients, trusted financial advisors and experienced realtors in San Diego. Their mission is to carefully guide clients through the entire home loan process, so that the client feels confident as they make choices about the many options available for their home loan financing. They have set high standards of communication with their clients and the Realtors they work with. Even after the close of the transaction The Mortgage Planners will continue to monitor the loan and communicate any opportunities they see to improve the client’s current situation. With many years and a wide range of experience in the mortgage industry in California, The Mortgage Planners stand ready to assist each and every step of the way.

Ask questions and listen to our clients in order to fully understand their needs

Create mortgage solutions that compliment our client's overall financial strategy, and allow them to effectively accomplish their short and long term financial goals

Be sensitive to the fears that many homebuyers have about obtaining a mortgage loan and earn their confidence as a trusted advisor

Use the latest technology to complement our customer service, making adjustments when necessary to avoid overwhelming our clients who are less technically proficient

Respect our client's time and minimize the amount of effort required of them by applying our knowledge, experience, and resourcefulness

Communicate regularly and proactively with our clients to keep them informed of the status of their loan and to reduce the stress associated with uncertainty

Ensure smooth, on time closings with anticipated costs and terms

Provide our clients the luxury of home loans in the future with minimal effort on their part

Take full responsibility for our actions and be honest at all times

Seek to improve the quality of service we provide by encouraging each client to critically evaluate our performance

Strive to honor God in all that we do

The Mortgage Planners
Equal Housing Lender
Shanne Sleder: shanneATcamortgageplanners.com
The Mortgage Planners     10636 Scripps Summit Ct., Suite 130, San Diego CA 92131     Main: 619.312.0612     Fax: 619.615.2055    © 2007 The Mortgage Planners   All rights reserved.