Mortgage Advice for Life
News, resources, case studies, and models that allow you to better advise your clients on the liabilities side of the balance sheet.
Helping Clients Manage Mortgages Beyond Closing
Mortgage Under Management helps homeowners manage their mortgage for the lifetime of their loan, through advisement from the Leo Anzoleaga Group and guidance from our valued Financial Advisor partners.
Existing Leo clients are automatically enrolled, but any homeowner with a mortgage can join MUM at no charge to them. They will receive mortgage planning through annual reviews, interest monitoring to lock in competitive mortgage rates for a refinance, and monthly reports containing valuable news, tools, and updates.
Financial Advisors enroll in MUM to receive weekly emails with resources and case studies as well as personalized scenario planning and modeling to better advise clients on their mortgage and their debt in general.
Read Our Case Studies
When evaluating how a Certified Mortgage Planning Specialist can help your clients, it's helpful to understand what to look for and ask to find the best solutions for their financial situations.
Energy Efficient Home Credit
How Delayed Financing & Investment Deductions Help Luxury Home Cash Buyers
Case Study: Should these MD buyers bid over the asking price?
How Mortgage Under Management Works
Our Mortgage Under Management program ensures you get the best terms on your mortgage, from planning to post-closing.
Mortgage Planning
Out of the gate, we'll structure your new mortgage to complement your financial plan, getting you the perfect mortgage at a great rate. We'll consider your financial goals, cash flow, retirement budget, and more - helping you understand each factor.
Interest Rate Locking & Monitoring
Interest rates change daily. With our AutoLock service, we'll help you target a competitive rate and lock it in when it becomes available. Then, we'll work with you to plan for the future by establishing a preset rate target at which a refinance can save you money.
Rate Watch & Monthly Digest
Our team monitors the market daily and sends you a detailed RateWatch report each month to evaluate your target rate against the current mortgage market. You'll be alerted when savings are available, and we will activate your plan when we hit your target.
About Leo Anzoleaga
My journey into real estate and residential lending began back in 2003. Although I joke about "tripping" into the mortgage industry, every step since then has been extremely intentional — from learning everything I can about the industry and it's best lenders to investing time teaching local agents.
I truly believe that home buyers deserve the best advice and experience along with a competitive mortgage rate, and it is my mission to deliver on that promise through streamlined processes, personalized service, and comprehensive mortgage planning.
Working with my team at the Leo Anzoleaga Group is more than mortgage rates and financial advice; it’s an invitation to join the Leo community. A community you can plug into so your journey is not accidental, it's intentional.
Certified Mortgage Planning Specialist®
Senior Vice President of Residential Lending
NEO Home Loans
Don't Take My Word for It
John Doe
Homeowner, XYZ Company
Jane Smith
Real Estate Agent, ABC Realty
Michael Johnson
Business Owner, XYZ Corp
Sarah Williams
Investor, ABC Investments
David Brown
Homebuyer, XYZ Corporation
Emily Davis
Realtor, ABC Realty
Increase your Mortgage Under Management
Join our program and begin enhancing the way you advise clients on their mortgages and more today.
Frequently Asked Questions
Answers to common Mortgage Under Management (MUM) questions.
Sign up for our Mortgage Under Management program above or email Leo@Anzoleaga.com to join!
When you are part of MUM, you receive weekly emails with case studies, information, tools, and resources that help you manage the liabilities side of your clients' balance sheets. You'll also have access to additional opportunities such as co-branded lead generation events, annual reviews, and marketing promotions.
Mortgage Under Management helps homeowners get the best mortgage rate, terms, and strategies for the lifetime of their loan through:
Mortgage Planning
Interest Rate Locking & Monitoring
Rate Watch & Monthly Digest
Get in Touch With Leo
Getting in touch is simple. Call, text, or email with any questions you have, to set up an appointment, and to introduce your referral to the Leo Anzoleaga Group.