
Certified Mortgage Planning Specialist™
Phoenix, Arizona Area

Certified Mortgage Planning Specialist™
Phoenix, Arizona Area
I am a Certified Mortgage Planning Specialist™ with the Freedom Point Mortgage Team at Valley Private Mortgage Group - a loan production office of Valley Bank.
Our team is currently looking for clients and referral-oriented business partners who expect more than a "drive-thru" mortgage broker... we don't sell "McMortgages."
A good referral for me is a person who believes that applying for a mortgage is a significant financial event that should start with a discussion of long term goals and a qualified review of lending options before choosing programs and rates.
Core Four® Coaching
Personal Budget Coaching
Financial Foundation Planning
Linked-in Network Training
Quadrant Model Process Training
VCP Process™ Coaching
(Banking industry)
October 2004 — Present (4 years 10 months)
Michael Regan is a Certified Mortgage Planning Specialist™, trained in the specific expertise of Strategic Equity Management.
Michael takes each potential client thru a process beginning with a Discovery Consultation. Michael uses this time to help a client frame their goals & objectives in relation to any dangers, opportunities, and strengths in their stated plan that should be considered prior to originating a new loan.
With a plan established, Michael and his team will then qualify options for the lowest cost mortgage product for long-term success.
Michael & Peter Bartolini work as a Mortgage Planning team supported by Myron Chamberlain and the Valley Bank processing, underwriting & closing departments.
(Textiles industry)
January 1993 — December 2008 (16 years)
Michael Regan directed BREJTFUS in the design, manufacturing and installation of acoustical panel products for thousands of movie theatre and church auditoriums throughout the world from 1993-2008.
Michael's leadership was exercised in vision casting, team building, sales, marketing, management, and decision-making for this small Arizona manufacturing company with clients around the world.
Thanks to Michael's implementation strategies, BREJTFUS looks ahead to developing new products and services that continue to compliment the company's core acoustical manufacturing business.
BA , Broadcast Journalism , 1989 — 1991
Broadcasting 1988 — 1989
Journalism 1987 — 1988
High School 1983 — 1987
Bible Study, Coaching, Discipleship, Drumming, Evangelism, Family, Geography, Golf, Hard Rock Music, Process & Systems Development, St. Louis Cardinals Baseball
Barnabas Group, Building Champions, CBN, Crown Financial, Pinnacle Forum America, Referral Institute, Scottsdale Bible Church, Strategic Business Alliance
Pinnacle Forum PHX Chapter Chairman (2008-2009)
CMPS - Certified Mortgage Planning Specialist (2006-2009)
TLT - Timothy Leadership Training, Beta Class (2004-2006)