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Grow your business and reach with a respected company today.

CMG is an agile partner providing liquidity to mortgage lenders by purchasing their quality loans for the secondary market. We provide innovative solutions and purchase loans in a consistent, expedient and extraordinary manner, delivered by empowered, knowledgeable and passionate people.

Why CMG Financial



CMG Financial runs on a private, cloud-based technology. A compilation of the absolute latest technology, this online system allows you to gather and submit information quickly, obtain fast answers, communicate with borrowers and your entire database, and adapt to market changes faster.

  • Seamless integration of Point LOS, lead management database, customized pricing engine
  • Additional online marketing and communication tools
  • Loan Officer website set-up, with online applications delivered directly to your email
  • Access to online training and resource center 24/7
  • Online loan pricing and lock requests
  • Web-based payroll accessible 24/7
  • Online employee management tools
  • Onsite hosting of multiple servers to maximize uptime
  • State-of-the-art encryption secures data exchange
  • In-house IT support to help keep your business running smoothly


As a branch manager, you need real-time transparency when it comes to your monthly income and expenses. We provide 24/7 access to see your accounting, payroll, and expense information.

  • Semi-monthly payroll processing so your team is paid faster on closings
  • Detailed payroll reporting, including commission is available
  • Loan-level accounting of all fees collected, check amounts and dates
  • Expense report processing and payment
  • Employer state and federal tax filings plus year-end reporting
  • 100% web based: no email, faxing, or hard copies required


Not only do we take the financial burden off your shoulders when it comes to licensing — our Licensing Team provides all the one-on-one assistance you need.

  • Assistance with state filings for mortgage licenses and renewals
  • Assistance understanding continuing education requirements
  • Notification and training when necessary of changes to Federal and State laws
  • Provide updates on RESPA, TILA, HMDA, ECOA, allowable compensation, and federal regulations
  • Review of marketing materials for State and Federal compliance
  • Filing of State reporting requirements (i.e. Federal HMDA, state audits, and continuing education certifications) to comply with regulatory bodies.
  • Comply with state audits and complete compliance audits as well


We all know HR issues crop up on a regular — and sometimes emergency — basis. At CMG Financial, you have a team of professionals who can take some of the burden off your shoulders, allowing you to spend more time in the field closing loans. We'll aid in:

  • Background checks and employment verification processing
  • Maintaining and periodically auditing employee files
  • Payroll including commission processing, W-2 reporting
  • Resolving employee conflicts and employee disciplinary action as required
  • Monitoring employee performance improvement plans
  • Employee recruitment and referral


During your onboarding process, our branch development team will work with you and your team to quickly get you up and running in all areas of business, from loan pipelines to payroll and expenses, to marketing websites and emails. You can also take advantage of our online learning management system 24/7.

Training topics include:

  • Specialty loan product training
  • Transition team helps get your webpage, business cards and other materials ready in no time, so you're out prospecting right away
  • How to effectively recruit, hire, and retain Loan Officers
  • Marketing strategies and products to effectively boost production
  • New hire training to navigate our internal systems and software


CMG Financial's Marketing team is an experienced group of creative individuals poised to develop and implement professional and effective campaigns to help your business.

  • Get your webpage, business cards and other materials ready in no time, so you're out prospecting right away
  • CRM access provided for each Loan Officer and Branch Manager so that you control, nurture and close your leads, from first contact through annual drip campaigns after the loan closes
  • Online library of sales materials ranging from letters to postcards to email blasts for prospective homebuyers, home owners, Realtors® and more
  • Custom marketing campaigns
  • Marketing help in setting up your websites and email campaigns
  • Graphic design for signage, advertising specialty items, printed materials and electronic marketing

© CMG Financial, All Rights Reserved. CMG Financial is a registered trade name of CMG Mortgage, Inc., NMLS# 1820 in most, but not all states. CMG Mortgage Inc. is an equal opportunity lender, licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act No. 4150025. Offer of credit is subject to credit approval. For more information on our company, please visit www.cmgfi.com. To verify our complete list of state licenses, please visit www.cmgfi.com/corporate/licensing and www.nmlsconsumeraccess.org.