Insights

Market positioning Target residential mortgage lenders with mid-size employee bases seeking scalable growth through in-house processing, private money options, and multi-investor lending capacity. CMPFL’s direct and correspondent lending relationships, plus profit sharing and quarterly bonuses, signal a growth-oriented sales narrative for complementary technology, training, and back-office solutions.

Technology needs Leverage CMPFL’s use of modern communication tools and back-end support by offering CRM enhancements, customer engagement platforms, loan origination automation, and private label digital channel capabilities to improve efficiency, compliance, and client experience.

Talent & retention Position HR and payroll tech, training platforms, and recruitment process outsourcing as value-adds to CMPFL’s talent strategy, given their emphasis on team-based culture, extensive training, incentives, and growth opportunities for mortgage professionals and operations staff.

Growth opportunities Align with CMPFL’s expansion potential by offering scalable compliance, licensing support, and multi-state licensing services, enabling faster geographic growth while maintaining equal housing lender standards and investor relationships.

Competitive landscape Package competitive intelligence and market intelligence services to help CMPFL differentiate from larger national lenders by highlighting community-oriented service, private money options, and strong investor networks as unique selling propositions.

Certified Mortgage Planners Tech Stack

Certified Mortgage Planners uses 8 technology products and services including Bunny, Freshworks Freshdesk, ProgressBar.js, and more. Explore Certified Mortgage Planners's tech stack below.

  • Bunny
    Content Delivery Network
  • Freshworks Freshdesk
    Help Desk Software
  • ProgressBar.js
    Javascript Libraries
  • WhatsApp Business
    Live Chat
  • Moz
    Search Marketing
  • YouTube
    Video Players
  • Mongrel
    Web Servers
  • JetEngine
    Wordpress Plugins

Certified Mortgage Planners's Email Address Formats

Certified Mortgage Planners uses at least 1 format(s):
Certified Mortgage Planners Email FormatsExamplePercentage
First@cmpfl.comJohn@cmpfl.com
77%
Last@cmpfl.comDoe@cmpfl.com
11%
FLast@cmpfl.comJDoe@cmpfl.com
9%
First.Last@cmpfl.comJohn.Doe@cmpfl.com
3%

Frequently Asked Questions

What is Certified Mortgage Planners's phone number?

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You can contact Certified Mortgage Planners's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

How much revenue does Certified Mortgage Planners generate?

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As of July 2026, Certified Mortgage Planners's annual revenue is estimated to be $100M - $250M.

What is Certified Mortgage Planners's NAICS code?

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Certified Mortgage Planners's NAICS code is 52 - Finance and Insurance.

How many employees does Certified Mortgage Planners have currently?

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As of July 2026, Certified Mortgage Planners has approximately 91 employees across 3 continents, including North AmericaAsiaOceania. Key team members include Junior Loan Partner: K. V.Mortgage Loan Originator/Loan Partner: J. C.Senior Loan Partner/Mortgage Loan Originator: K. R.. Explore Certified Mortgage Planners's employee directory with LeadIQ.

What industry does Certified Mortgage Planners belong to?

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Certified Mortgage Planners operates in the Financial Services industry.

What technology does Certified Mortgage Planners use?

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Certified Mortgage Planners's tech stack includes BunnyFreshworks FreshdeskProgressBar.jsWhatsApp BusinessMozYouTubeMongrelJetEngine.

What is Certified Mortgage Planners's email format?

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Certified Mortgage Planners's email format typically follows the pattern of First@cmpfl.com. Find more Certified Mortgage Planners email formats with LeadIQ.

When was Certified Mortgage Planners founded?

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Certified Mortgage Planners was founded in 1999.
Certified Mortgage Planners logo

Certified Mortgage Planners

Financial ServicesFlorida, United States51-200 Employees

Certified Mortgage Planners is a mid-sized financial services firm based in Lake Mary, Florida, that concentrates on residential lending to help families achieve home ownership. Its stated core purpose centers on improving lives and fulfilling people's dreams, guided by a values-led approach that emphasizes excellence and putting value before profit, balanced with a gracious, generous, and grateful culture. The company operates as both a direct lender and a correspondent lender with access to more than 30 investors, and it maintains in-house private-money options.

In addition to comprehensive training and professional development, the firm provides strong front- and back-end support and modern communication tools to support a team-based environment. It offers a broad array of benefits, including health, dental and vision coverage, a 401(k) match, profit sharing, and quarterly bonuses, and it is actively recruiting mortgage professionals and operations staff.

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Founded
1999
Employees
51-200

Section iconFunding & Financials

  • $100M - $250M

    Certified Mortgage Planners's revenue is estimated to be in the range of $100M - $250M

Section iconFunding & Financials

  • $100M - $250M

    Certified Mortgage Planners's revenue is estimated to be in the range of $100M - $250M

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