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Our team helps you achieve your dream with personal attention from finding the right home for your budget and needs to the final closing.

Compiles all information and proper documentation for the loan application

Completes transparency through the whole process from start to close

Keeps accurate, thorough records on mortgage transactions

Coordinates with other mortgage professionals like underwriters and appraisers

Meet the San Luis Obispo Branch team

Ben Lerner

NMLS# 395723

Alabama, Arizona, California, Georgia, Hawaii, Illinois, Indiana, Kentucky, North Carolina, Oregon, Tennessee, Texas, Virginia, Washington, Wisconsin

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Carley Smith

NMLS# 448442

California, Idaho, Minnesota

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Maggie Koepsell

NMLS# 704130

California, Hawaii, Oregon, Texas, Virginia, Washington

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Kim Williams

NMLS# 263247

California

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What Customers are Saying

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