LKN Life
Lake 96.18 ft(3.8 low)·
Surface 88.3°·
Air 82°F·
·
Updated 7:35 PM·
Lake 96.18 ft(3.8 low)·
Surface 88.3°·
Air 82°F·
·
Updated 7:35 PM·
HomeFind a LocalProfessional ServicesMortgage & lendingThe Mortgage Planner with Element Home Loans
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The Mortgage Planner with Element Home Loans

Mortgage & lending - Davidson, NC

★★★★★5.0(105 reviews)
Our services
Home Purchase LoansMortgage Planning ConsultationCredit Review and Path-to-Purchase CoachingRefinancingFirst-Time Homebuyer Support
Our story

About The Mortgage Planner with Element Home Loans.

The Mortgage Planner with Element Home Loans is a Davidson-based mortgage and lending team serving the Lake Norman area six days a week. The team is known for an educational, client-first approach — walking borrowers through each step of the lending process with transparency and patience, whether they are ready to purchase immediately or still preparing for homeownership down the road.

Clients frequently praise the team's responsiveness, attention to detail, and ability to personalize the experience to individual circumstances, including first-time buyers and those working through credit challenges. The team maintains consistent communication from application through closing, keeping transactions on track.

With a 5.0-star rating across more than 100 reviews, The Mortgage Planner with Element Home Loans has built a strong reputation among Lake Norman-area residents and real estate professionals alike.

Good to know

Frequently asked questions.

Where is The Mortgage Planner with Element Home Loans located?

The Mortgage Planner with Element Home Loans is based in Davidson, in the Lake Norman area of North Carolina.

What does The Mortgage Planner with Element Home Loans offer?

The Mortgage Planner with Element Home Loans offers Home Purchase Loans, Mortgage Planning Consultation, Credit Review and Path-to-Purchase Coaching, Refinancing and First-Time Homebuyer Support as a mortgage & lending in the Lake Norman area of North Carolina.

What days is The Mortgage Planner with Element Home Loans open?

The Mortgage Planner with Element Home Loans is open Monday, Tuesday, Wednesday, Thursday, Friday and Saturday. See the hours above for exact times.

How can I contact The Mortgage Planner with Element Home Loans?

You can reach The Mortgage Planner with Element Home Loans by phone at +1 704-728-0191 or through their website, or find their full details on this LKN Life profile.

Our reviews

What locals are saying.

Reviews from Google

These reviews are sourced from Google to give you a sense of customer satisfaction as we build our own LKN Life review platform.

5.0
★★★★★
From 105 Google reviews

Showing 5 detailed reviews

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cj vagnone
Google reviewer
★★★★★May 2026
As a first-time homebuyer, I truly couldn’t have asked for a better experience. Brad and his team made the entire mortgage process feel effortless and completely free of stress. I felt like I could have done it three times over without ever feeling overwhelmed. The professionalism and support were outstanding. They handled everything and only needed me when absolutely necessary. I worked closely with Sarah, who was a standout. If I could write her a separate 5-star review, I would! Overall, I can’t recommend this team highly enough, especially for fellow first-timers. I’d absolutely refer Brad and his team to anyone!
TP
Tamara Payne
Google reviewer
★★★★★Jan 2026
Great lender to work with! Jacob was professional, responsive, and communicative throughout the entire transaction. I always appreciate partnering with someone who keeps things on track and makes the process smooth. Highly recommend!
DO
Denise Oakes
Google reviewer
★★★★★May 2026
We used The Mortgage Planner to relocate from Massachusetts to North Carolina. Brad, Angela and the entire Team made iit seamless. We were extremely happy and the Communication was top notch. Highly recommend and will be using them again.
JS
Jon Sipple
Google reviewer
★★★★★May 2026
Brad and Angela were great to deal with!! Super easy process and had us closed in 30 days! Highly recommend.
RM
Rosy Mendoza
Google reviewer
★★★★★Dec 2025
First and foremost, single mother, full time job, pretty new to area and I ask A LOT of questions. I love these guys. Between personalizing your experience, answering every and all questions (in a timely manner, none of that dragging things out nonsense), attention to detail and working with me and for me to better my experience, I could not have asked for more. I purchased a multifamily home, more questions, more worries, more information needed…. All found here. Grateful for their experience and for their patience and attention to detail….they are the absolute BEST!
+1 704-728-0191