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  2. Mortgage broker - Wikipedia

    en.wikipedia.org/wiki/Mortgage_broker

    The nature and scope of a mortgage broker's activities vary with jurisdiction. For example, anyone offering mortgage brokerage in the United Kingdom is offering a regulated financial activity; the broker is responsible for ensuring the advice is appropriate for the borrowers' circumstances and is held financially liable if the advice is later shown to be defective.

  3. Financial adviser - Wikipedia

    en.wikipedia.org/wiki/Financial_adviser

    An adviser may be restricted because they only advise on a specific area, for example pensions, or because they only advise on products from one company such as a bank. In the UK there are 30,043 investment advisers, 27,776 mortgage advisers of which 8,788 are holistic advisers providing investment and mortgage advice.

  4. I’m a Financial Advisor: Should You Refinance When Mortgage ...

    www.aol.com/m-financial-advisor-refinance...

    According to data from the Mortgage Bankers Association, mortgage applications went up recently as the 30-year rate dropped to the lowest level since March.Based on the data, the 30-year fixed ...

  5. The best home loan: how to shop for and compare mortgage offers

    www.aol.com/finance/best-home-loan-shop-compare...

    A mortgage broker is actually not a lender. Instead, they act as your representative, seeking out loans for you. Brokers work with an array of lenders and as a result, are often able to offer the ...

  6. How to shop for a mortgage: A guide for smart ... - AOL

    www.aol.com/finance/how-to-shop-for-a-mortgage...

    More than 50% of homebuyers never look beyond one offer. Use our step-by-step guide to find the best and most cost-effective mortgage in 2025 — including tips for negotiating with lenders.

  7. Certified mortgage planner - Wikipedia

    en.wikipedia.org/wiki/Certified_mortgage_planner

    The mortgage planner uses many tools in his practice, which in conjunction with their education allow them to create a "mortgage plan" for their client. [3] These tools often include, but are not limited to, advanced software to compare mortgage products in a side be side comparison, credit scoring services to determine the best way to help a client to qualify for a particular program, and ...

  8. Is the housing market going to crash? What the experts ... - AOL

    www.aol.com/finance/housing-market-going-crash...

    Mortgage rates are finally ticking downward, but at the same time, home prices are reaching historic highs. ... Many financial advisors recommend the 28/36 percent rule of home affordability ...

  9. Expert systems for mortgages - Wikipedia

    en.wikipedia.org/wiki/Expert_systems_for_mortgages

    Expert systems for mortgages considers the key factors which enter the profitability equation. For instance, “part and parcel of the quality of a mortgage loans portfolio to the bank is the time which elapses between the first contact with the customer and the bank's offering of a loan. Another key ingredient is the fact that home loans have ...

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