Lending Solutions for Financial Planning Clients
We give T. Mann financial planning clients to a curated network of more than 40 nationwide lenders and 100+ loan products, with side-by-side comparisons based on financial health, risk tolerance, and goals. We are fiduciaries, not lenders, and we receive no compensation from any lender for this service.
Generate relevant lender options and pricing in less than 5 minutes.
Easy to Use
Navigate the lending process using simple point-and-click tools.
Borrow with Confidence
Compare lender offers side by side, with our financial guidance.
AI-Powered Lending Platform
The T. Mann Financial Lending Platform uses AI and a digital client interface to help you identify loan products and connect with lenders in our network. Lenders are matched to your profile based on credit, financial situation, and stated goals, with the aim of finding competitive rates that do not require liquidating investment assets.
Our 3-Step Process
Loan types available through our network
Our lending network covers personal, business, real estate, and specialty loan categories, including:
See multiple Options in One Place
Research from the Consumer Financial Protection Bureau and Freddie Mac shows that comparing offers from multiple lenders can meaningfully reduce borrowing costs over the life of a loan. Our platform lets you compare lenders side by side without filling out separate applications for each one. Comparing more lenders also takes more time and may result in additional credit inquiries, which is one reason this service is bundled with our financial planning relationship rather than offered as a standalone tool.
How does your Credit history factors in?
See your estimated probability of approval
The platform compares your credit and financial information against each lender's stated requirements and ideal borrower profile. The result is an estimated likelihood of approval for each lender, helping you focus your application on the lenders most likely to fund your loan. Estimates are not guarantees, and final approval decisions are made by the lender.
Submit & track your application electronically
Disclosures
How we get paid for this service. T. Mann Financial does not receive commissions, referral fees, or any other compensation from lenders in our network for matching you with a loan. Lending support is included as part of our financial planning engagement and is funded by your planning fee or wealth management fees. We are a fee-only firm for financial planning and wealth management services. Insurance services may result in commissions paid to T. Mann Financial.