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Financial-Planning.com | Lender’s Tech Approach Blends Mortgages with Financial Planning

By Lew Sichelman

A mortgage firm that brings financial planning into the client’s home buying decision-making process has built itself into a $3-billion-a-year loan originator with $2 billion in servicing.

Using proprietary software, Opes Advisors of Cupertino, California, shows would-be borrowers how purchasing a house fits into their total financial picture, currently and years into the future…Read More