Mortgage Under Management

Mortgage Advice for Life

News, resources, case studies, and models that allow you to better advise your clients on the liabilities side of the balance sheet.

Managing Clients Mortgages Beyond Closing

Mortgages Under Management helps homeowners proactively manage their mortgage for the lifetime of their loan through ongoing guidance from the Lloyd Lending Team and collaboration with trusted financial professionals when appropriate.

Clients who work with the Lloyd Lending Team are automatically enrolled in Mortgages Under Management at no cost. However, any homeowner who wants proactive mortgage guidance — regardless of where their current mortgage is currently held — may participate. Through the program, homeowners receive strategic mortgage planning through periodic reviews, interest rate monitoring to identify refinance opportunities, and regular reports containing relevant market updates, insights, and tools.

For professional partners, Mortgages Under Management provides access to real-world case studies, mortgage scenario planning, and modeling support to help better advise clients on their mortgage strategy and the liability side of their balance sheet.

Increase your Mortgage Under Management

Join our program and begin enhancing the way you advise clients on their mortgages and more today.

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Frequently Asked Questions

Answers to common Mortgage Under Management (MUM) questions.

How do I enroll?

Sign up for our Mortgage Under Management program above or email [email protected] to join!

How does MUM work for Financial Advisors?

As part of MUM, you’ll receive ongoing insights, real client examples, and practical tools that support smarter conversations around mortgage strategy and debt planning. You’ll also have opportunities to collaborate more closely through co-branded events, joint annual reviews, and targeted marketing efforts designed to add value for your clients.

How does MUM work for clients?

Mortgage Under Management helps homeowners ensure their mortgage terms are aligned with both their short- and long-term financial goals — while proactively monitoring opportunities so they never overpay on their mortgage. This is accomplished through:

• Strategic Mortgage Planning

• Interest Rate Monitoring & Lock Strategy

• Rate Watch Reports & Monthly Market Digest

Contact Us

(248) 826-1172

[email protected]

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Licensing & Locations

Consumer NMLS Access

Kyber Mortgage Corporation dba Renown Mortgage NMLS ID 2653540. See www.nmlsconsumeraccess.org. Principal address 9050 N. Capital of Texas Hwy, Ste 390, Austin, Texas 78759. This is not an offer for extension of credit or commitment to lend. All loans must satisfy underwriting guidelines. Not all applicants qualify. Information and pricing are subject to change at any time and without notice. The content in this advertisement is for informational purposes only. Products not available in all areas. Equal Housing Lender. Corp. Phone: 877-876-3956.