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When you join CMG Financial, you'll receive immediate and ongoing support from industry-recognized professionals.

Take advantage of our wide depth of management experience in multiple areas from Capital Markets and IT to Sales and Marketing. We've invested heavily in our support structure and resources so that your time is spent securing new loans and growing your profitability, while we take care of the other time-consuming activities.

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 ID #1820 in most, but not all states. CMG Mortgage, Inc. is an equal opportunity lender with corporate office located at 3160 Crow Canyon Road, Suite 400, San Ramon, CA 94583 888-264-4663. Licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act No. 4150025; AK #AK1820; AZ #0903132; Colorado regulated by the Division of Real Estate; Georgia Residential Mortgage Licensee #15438; Illinois Residential Mortgage Licensee; Kansas Licensed Mortgage Company #MC.0001160; Massachusetts Mortgage Broker and Lender #MC1820; Mississippi Licensed Mortgage Company Licensed by the Mississippi Department of Banking and Consumer Finance; Licensed by the New Hampshire Banking Department; Licensed by the NJ Department of Banking and Insurance; Licensed Mortgage Banker – NYS Department of Financial Services; Ohio Mortgage Broker Act Mortgage Banker Exemption #MBMB.850204.000; Licensed by the Oregon Division of Financial Regulation #ML-3000; Rhode Island Licensed Lender #20142986LL; and Licensed by the Virginia State Corporation Commission #MC-5521. CMG Mortgage, Inc. is licensed in all 50 states and the District of Columbia. Offer of credit is subject to credit approval. For information about our company, please visit us at To verify our complete list of state licenses, please visit and NMLS Consumer Access (