The Smart Mortgage Minimizer


A better, smarter, safer way to monitor your mortgages and protect the equity in your home.  A mortgage loan is not just debt.  It’s a financial tool.  Used properly, it can help you to increase your wealth, protect the equity in your home and reduce the taxes you pay.  Used improperly, it can be a disaster. 

Every Day

Never miss another opportunity to reduce the cost of your mortgage interest expense. Every day we track your mortgages and we will notify you when there are opportunities for you to save money. 

Every Month

To take advantage of opportunities that arise in your local real estate market, on a monthly basis we provide you with detailed, specific, and local information about your home, your real estate market, and your mortgage.


A mortgage is a financial tool that needs to be handled with respect and care. When used properly, mortgage debt can enhance your wealth accumulation and protect your assets from creditors.

This is why we have established, The Smart Mortgage Minimizer ˢᵐ. This system utilizes an AI platform that accesses a vast array of information about your real estate from a wide variety of sources.

On a regular basis, this AI system will monitor, update, and deliver all this information to you in a consolidated “Digest”. The digest will provide you with an estimate of your property’s value today and it’s value looking back over the past 24 months.

The digest will also provide you with insights as to the nature of your local real estate market. Knowing what is going on in your local market is what matters most. Our digest will provide you with those local insights and information. It will proide you with comparable homes sales. It will also estimate the equity in your home.

In addition, the AI system will bring in data on your mortgage, so you can accurately track your mortgages. You will be presented with mortgage options, pulling rates directly from Fannie Mae and Freddie Mac in real-time, so you can see what a change in mortgage terms would mean to you.

For a more detailed analysis, you can request a Total Cost Analysis that will provide you with detailed strategies that can save you money.


Save money on your mortgages


Protect the equity in your real estate


Payoff your mortgages faster


Possibly reduce the taxes you pay

Watch to learn more

Watch this webinar and learn about all these issues and much more.

Registrants receive a special offer!

Get Started

Enroll now to get started with The Smart Mortgage Minimizer ˢᵐ.  Discover a better way to monitor your mortgages and protect the equity in your home.  Save money on interest and possibly reduce the taxes you pay.

What You Get:


Initial consultation with a Fiduciary Advisor


$97 One-time enrollment fee per home or mortgage.


Every day we will track opportunities for your to save money on mortgage interest.


Monthly reports specific to your home and mortgage.


Monitor Your Mortgage with Real-Time Data.


Protect the equity in your home.


Find ways to payoff mortgage faster.


Learn about opportunities to build more equity with your home.

Let’s Get Moving!

Enroll Today

Check out to get started. If you follow the program, we can guarantee you will benefit from this service. Check out our money-back risk-free guarantee.

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