Northwest Indiana Mortgage Planner Facilitating the American Dream through Responsible Mortgage Lending and Financial Literacy since 1999. Want to Know More? Contact Me!
Get to know James K Barath, CMPS
Canopy Mortgage, LLC and The Barath Group parntered with the specific purpose to help homeowners achieve their dreams. We lend with integrity, customer centricity and competitiveness. Our product is ADVICE. Our special valued service is a TEAM approach through a growing synergy of influence. Our competitive edge is a qualified staff of Certified Mortgage Planning Specialists. We are trusted mortgage planners to an ever-broadening base of clients nationally.
OUR VISION is to become an industry leader and one of America’s premier mortgage planning companies. We will journey towards greatness with the support of people who care while openly sharing our successes.
Our clients will come to Canopy Mortgage, LLC and The Barath Group for personal, responsive and attentive service. We want to assure them that we will respect the confidentiality of their private choices. Additionally, our unique philosophy gives us the opportunity to enhance our relationships, to bridge paths, and to offer poignant advice. While most lenders spend their time looking for the "next" client, we spend our time implementing systems designed to nurture our client's aspirations for all of their life successes.
OUR MISSION is to facilitate prosperity, to empower ideal growth and to promote community stewardship. We will achieve these goals collectively by the process of our passionate interconnected outreach.
We pledge to be advocates for our customers. We want to put them at the center of everything we do. We strive to develop Client's for Life by exceeding our client's expectations. We want our clients to be so satisfied that they become Ambassadors to our success. Accordingly, our clients will gladly REFER us to their family, friends, and business associates who are in need of a certified mortgage planning specialist.
We want to be known as LIFE FACILITATORS offering sound financial advice, implementing innovative & highly competitive mortgage strategies and fostering an affinity towards success for all. We also want it known that LeaderOne Financial Corp. and The Barath Group understands the value of people and that we encourage building deep relationships. In conclusion, we want to totally satisfy our customers' mortgage needs as the gateway to their dreams.
Visit CanopyMortgageLLC.com to learn more about the TEAM and how easy it is to get started.
James K Barath, CMPS's Blog Posts
Certified Mortgage Planning Specialist
Certified FICO Professional
Certified Military Housing Specialist
Indiana Real Estate Instructor, INST200406
NMLS MLO Pre-License and CE Instructor
As a Certified Mortgage Planner, I understand the difficulties facing consumers in today's credit driven market. An individual's credit score has never been more important with all the turmoil surrounding our financial markets.
In order to best prepare a consumer for homeownership, one must start with proper education. For those consumers who already own a home it still may be a good time to seek more knowledge.
Through a serious of seminars, workshops and mastermind groups, we provide education to our clients and the professionals who have impact on the financial well-being of families throughout the community.
These professionals include Certified Public Accountants, Certified Financial Advisors, Estate Planners, Insurance Advisors, and Legal Advisors along with Realtors, small business owners, school districts, etc...
The best way to stay ahead of a financial crisis is to stay in the know through a circle of professionals that are committed to ongoing education in order to provide real options that are current.