Refund Policy
A legal disclaimer
At Clear Mortgage Plan, our goal is to provide education and resources that help you make confident financial decisions. Because we do not sell physical products or charge fees for downloadable resources on this website, there are no refunds applicable to site content or educational materials.
If you are working with us on a mortgage transaction, any applicable fees, third-party charges, or lender credits are disclosed up front in your Loan Estimate and Closing Disclosure. Refunds or adjustments in that context follow federal lending regulations and investor guidelines.
If you have questions about a specific charge or fee, please contact us directly at (319) 538-4647 or via email at boverton@gershman.com. We’ll be happy to review your situation.