A mortgage firm that brings financial planning into the client's home buying decision-making process has built itself into a $3-billion-a-year loan originator with $2 billion in servicing.

Using proprietary software, Opes Advisors of Cupertino, Calif., shows would-be borrowers how purchasing a house fits into their total financial picture, currently and years into the future.

Subscribe Now

Authoritative analysis and perspective for every segment of the mortgage industry

30-Day Free Trial

Authoritative analysis and perspective for every segment of the mortgage industry