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MORTGAGE PLANNING

Don't Make A Move Without A Plan!

Mortgage Planning

Don’t “Get A Mortgage!” Plan One!

Using a Certified Mortgage Planning Specialist® helps ensure that our clients are designing a mortgage plan that integrates with their “Overall Financial Plans.” Therefore; we encourage our clients to look for the “CMPS” designation when selecting their Mortgage Lender.

Who is Waterstone Mortgage

Since 1921, WaterStone Bank has served local communities as a financial institution known for its tradition of stability and community involvement. With offices throughout suburban Milwaukee, the bank offers mortgage products, home equity products, checking, savings, certificates of deposit, money market, IRA accounts, commercial loans and business banking products.

 

Some History on Waterstone!

From 1921 through May 2008, WaterStone Bank was known primarily as Wauwatosa Savings Bank. The bank experienced quite a bit of growth throughout the years leading up to 2008, both in new branch offices and in additional product lines. On May 19, 2008, Wauwatosa Savings Bank became WaterStone Bank, SSB.

Mike Smalley of Waterstone Mortgage. Nationally Recognized Mortgage Specialist!

Mike was the first mortgage originator in Florida to earn both the Certified Mortgage Planning Specialist® and Certified Mortgage Advisor™ designations. Mike has built a business that comes 100% from referrals and repeat clients. He credits this to the long-term relationships he has developed over the years with his clients, Realtors, Financial Advisors, Accountants, Attorneys, and other business leaders.

The Mike Smalley Team at Waterstone Mortgage!

Nationally recognized experts, Mike has been featured in Mortgage Originator Magazine, Origination News, The Orlando Business Journal, and is frequently quoted in The Orlando Sentinel. In 2006, Mike became the youngest person in the history of the mortgage industry to be a featured speaker at the Loan Toolbox Business Plan conference, the mortgage industries leading annual training seminar. He was also a keynote speaker at the Mortgage Revolution Conference in Atlanta in January 2010. Each month he hosts a training workshop for Realtors and Mortgage Originators and is a frequent guest speaker at local Real Estate offices, the Orlando Regional Realtor Association, and the Women’s Council of Realtors.

PLAN WITH MIKE SMALLEY

Michael H. Smalley, CMPS
Florida Regional Manager
Certified Mortgage Planning Specialist
Certified Mortgage Planner
Connect With Me Today!
msmalley@waterstonem-fl.com
Office: (407) 645-6300
Direct: (407) 367-9190

Specialties:
• Customized Mortgage Design
• FHA, VA, USDA, Gov’t Loans
• Conventional & Fixed Rate
• Consumer Debt Analysis