Sunday, April 15, 2007

Ask and you shall receive

A couple of days ago I asked:
What exactly is the difference between a mortgage broker, a mortgage planner and someone who sells proprietary mortgages in the role of financial advisor?
I'd been asking Melanie directly. She responds here. Out of respect for her time and efforts I won't simply cut and paste her response.

I conferred with the resident 'expert' in my household and she agrees with the definition of mortgage sales under financial advisor, though feels confident that she can satisfy 90% plus of potential clients with the products her employer has to offer.

What say you, the broader reading public? Do you buy from a bank or a broker?

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