Certified Mortgage Planners - The Luis Perez Team Turner Rd, Rockledge

Certified Mortgage Planners - The Luis Perez Team Reviews

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  Meredith Maffett
  5

  Luis and his team were absolutely amazing to work with. Not only were they there every step of the way to answer questions and walk us through our first time home buying purchase, they taught us so much throughout the process so we really felt comfortable and informed. Luis is incredibly thorough, helpful and an absolutely pleasure to work with. We highly recommend reaching out to him and his team if you're looking for a mortgage planner!

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  Kate Schnack
  5

  We worked with Ashley while buying our first home. She helped us every step of the way and made sure we had the tools to fully understand what was happening along the way. Even when we thought our closing would be pushed back they worked hard to make sure we still got to close on time and for that we will be forever grateful!

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  Dayna Healy
  5

  As a Realtor, I have had the pleasure of working side by side with Luis Perez since late 2020. In 2021 he and his team at Certified Mortgage Planners helped so many of my clients to obtain pre-approvals and loans. Each client was impressed from start to finish with his professionalism, clear communication and timely responses to requests. In Brevard County, most agents prefer to work with only local lenders, someone they know they can call on their cell if they have questions and who they know will deliver on time services. Most importantly a lender that will close on time! There is not a shortage of local lenders, however there are few that rise to the top in level of service. Luis is at the top! He has become my go to lender, the one I turn to first! Not only are his services what stands out, but also the products that he offers are competitive and typically he has a product for each of my buyers. This is huge! All lenders have their specialties and ideal clients, but few can serve each of them truly, except Luis! He has worked with clients from low credit scores to get them credit worthy and ultimately pre-approved, to those with 800+ credit with traditional 20% down. He is the type of business man that is excited to come to work each day and serve his clients! You can hear his excitement each time he talks to you! The type of lender that can connect personally and professionally with just about any client you put in front of him! For that reason, I highly recommend Luis Perez and his team at the Rockledge office of Certified Mortgage Planners.

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  Kurt Burrell
  5

  Very great company to work with. They work with you and deliver on their promise. I need to make special mention of my loan originator Ashley I cannot say this enough she's an exceptional who knows and does her job very well she went above and beyond and made what was only a dream for me into a reality. I am a very satisfied customer, overjoyed and very grateful. Thank you so much certified mortgage planners and team.😊

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  Curt H
  5

  I came to Luis after going through a month of my other financial institution dragging it's feet and a seller who was beginning to have second thoughts about my offer. Luis jumped in running and had this ship righted quickly. I will definitely use them again in my next financial deal and HIGHLY recommend him to anyone. Their system is set up nicely so you always know what's next and what is lacking. Thanks Luis and team!

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  Betsy Buckley
  5

  As a Realtor, I have learned quickly that there people in this business, as well as lending, inspections etc. that are bad at their jobs, some are average and some are better than most. Eddie Rutledge, Tommy Griffin and the rest of the team at Certified Mortgage Planners have proven time and again that they are among the best. We have worked together on several deals over the past couple years and they always deliver. Some of the deals have been a walk in the park, and some have been more complicated, but they always work it out. I should have written this sooner, but I definitely am singing their praises today as they just managed to save a deal for a young couple buying their first home. After two lenders let the deal fall apart, they came in and offered advice on what my clients needed to do to keep this deal together, and managed to get a lower rate with less money due at closing. I go the extra mile for my clients, and I know from past experience they do too! Thanks Certified Mortgage Planners!

  Response from the owner

  Thank you so much Betsy!

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  Tabatha Harbour
  5

  Luis and his team were amazing! Buying a house is a stressful process and he was patient and quick to answer any questions or concerns I had throughout. I highly recommend Luis Perez!

  Response from the owner

  Thank you so much Tabatha for taking the time to leave a review!

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  Jasmin Pena
  5

  Ashley is awesome she does her job.

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  Monique Jenkins
  5

  The staff is excellent and very professional.

  Response from the owner

  Thank you so much Monique for taking the time to leave a review!