A live national mortgage market view, planning scenarios, and mortgage strategies financial planners can use to help clients preserve invested assets.
A resource for financial planners: a live national mortgage market view, planning examples that can help preserve invested assets, and product context for a client’s next liquidity conversation.
Live market view
This live display is the national mortgage market view. It refreshes with current market rates so you can review the latest picture during a client conversation.
This is a national market view—not a rate from The 2 Mortgage Guys or Luminate Bank. It is not a quote, rate lock, or offer to lend. Rates and APRs vary by borrower, property, loan program, points, fees, and market conditions.
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Real-life planning scenarios
These examples show where a mortgage conversation may help a client meet a housing or liquidity goal without automatically turning to an investment sale.
Examples are illustrative only. They are not financial, tax, or legal advice and do not guarantee qualification or a specific outcome.
Planning example
Did you know?
Quick mortgage context for questions that often cross from a financial plan into home financing.
Mortgage programs and guidelines change. Every loan is subject to credit and property approval, and not every option is available in every state or for every client.
Send a client
Share the goal and the timing. Ryan and Steve will help your client compare mortgage options while keeping the broader financial plan in view.
The 2 Mortgage Guys · Ryan Minick & Steve DeLon · Luminate Bank