Image via PexelsSmart Home Maintenance Planning to Keep Repair Costs Under ControlFor first-time homebuyers, the shift from rent to responsibility often comes with a quiet shock: unexpected home
Hello, my name is Matt Lake and I live in Canton, GA, which is about 45 minutes north of Atlanta. I started in the mortgage business in 2000 and have closed thousands of loans over the last 2 decades. My experience and expertise allow me to simplify a complex process, explain guidelines thoroughly and structure to close all types of mortgages. One of my goals with every client is to guide them through the process as easily and stress-free as possible. I know the importance of finding a dream home and I believe that a home is one of the foundation blocks for a family. Buying or refinancing a home is an important step for a person or family and I love that I can be a small part to make that a reality.
My family, which includes my wife of 20 years and two teenage boys, loves to camp and explore the country in our RV. I am a Head Coach for the local Georgia Cycling Mountain Bike Team and have coached numerous other youth sports over the years. I am a coffee fanatic and enjoy volunteering in my local community as a motivational speaker. I have had the privilege of being featured at student retreats, fundraisers, FCA gatherings, school functions, and numerous other events.
I am proud to have helped thousands of families, friends, veterans, and community leaders buy and refinance thier homes since 1994. As a branch manager for Success Lending I am always looking to grow my team of loan officers and Realtor partners. My office is located in Carlsbad, CA but I am grateful to work in AZ, CA, CO, FL, ID, MD, TN, VA, and WA. In a crowded field of mortgage professionals I separate myself with my expertise in self employed borrowers and my knowledge of VA insured loans. Like many of you I am active in my community.
* Past President and National Convention leader for the Asian Real Estate Association of America
* Finance Chair and past board member for the Carlsbad Educational Foundation
* Past Board member for the Moonlight Cultural Foundation
* Past President for the Kiwanis Club of Carlsbad
* Past board member for the CSUSM athletic foundation
Rick Nelsen is an accomplished mortgage loan officer with Success Lending, boasting 25 years of extensive experience across multiple states, including North Carolina, South Carolina, Georgia, Tennessee, Kentucky, Florida, Illinois, Indiana, and California. Originally from Chicago, Rick now calls Wake Forest, NC home, where he lives with his wife.
Rick’s deep expertise spans a wide range of mortgage products, ensuring that he can meet the diverse needs of his clients. Known for his unwavering availability and commitment, Rick is dedicated to supporting both realtors and clients throughout the loan process. A passionate sports fan, Rick balances his professional life with a strong family focus, reflecting his dedication both on and off the field.
I have had the pleasure of being a mortgage loan originator for over 10 years. I enjoy interacting with my clients and helping them learn all about the home loan process. While it can be a lot of information to absorb, I do my very best to break it down into bite-sized pieces. This way you can feel comfortable as you are able to make informed decisions along the way. I work with all types of buyers, but I pride myself on working with first-time home buyers as I really enjoy helping them understand everything. There are a lot of moving pieces, but with the right team, it can make it a much more pleasurable experience. I look forward to working with you.
Hi! I’m Nathan Coleman “Nate the loan guy”.
There are issues that arise with almost every loan. What makes a good Loan officer is the ability to come up with solutions that work to solve those problems. A good loan officer is on your side! Your advocate! They represent you in the best way possible, in an ethical manner, to help you get the best possible home loan. I’m NOT here to Judge you, I’m on your side looking for ways to get loan approval. You should never worry about getting pre-approved and I prove that every day!
Call or message me 661-487-5613.
I look forward to hearing your home buying plans!
Cheryl Newsom, MBA, PMP
CA Licensed Mortgage Loan Officer
As a California-licensed mortgage loan officer, I bring a unique blend of expertise to the Bay Area real estate and lending landscape. With a background in project management and a real estate license, I offer clients a strategic approach to financing their properties.
With a focus on providing transparent communication, meticulous attention to detail, and efficient execution, I leverage my project management skills to guide clients through the lending process with ease. Whether you're exploring Non-QM loan options or seeking traditional financing, I provide personalized guidance tailored to your specific needs and goals.
As both a realtor and a mortgage loan officer, I understand the intricacies of the California real estate market and the importance of finding the right financing solution to match each client's unique circumstances. Committed to professionalism and integrity, I am dedicated to delivering exceptional service and helping clients achieve their real estate and financing objectives with confidence.
Let's connect to discuss how I can assist you in navigating the California real estate and lending markets with expertise and care.
Mortgage Loan Officer with U.S. Bank, the Fifth Largest Bank in the USA…
Retired Real Estate Broker Sales Associate, with over 30 Years of experience coaching both consumers and Real Estate Professionals alike on the Marketing, Negotiating and Sales tactics he used to Sell over a Half Billions of Dollars of Real Estate. Shallis is also a Real Estate Industry Subject Matter Expert, Best Selling Author, Patented Inventor, Sales and Marketing Genius. His Book, “The 10x House Selling Secrets, Empowering Homeowners to Sell Themselves, Save Thousands, No Realtors, No Commissions” soared Up Amazon’s Best Seller List for both Business/ Buying and Selling In Less than 12 Hours.
Shallis is one of the few Mortgage Loan Officers to have more than Three Decades of Knowledge and Experience from Coaching both the Consumers and Real Estate Professionals on the Real Estate Acquisition, Marketing, Negotiating and Sales Process…
He has personally invested more than a Million Dollars’ and most of his Adult Life mentoring and coaching One on One with some of the Worlds Best Coaches, Trainers and Guru's. He is now regarded as one of the Real Estate Industry’s Lead Subject Matter Experts in Marketing, Sales and Negotiation. As a “NLP Practitioner” Shallis specializes in the use of sales Psychology, Neuro Linguistic Programming; as well as the Use of Technology, Automation, Artificial and Behavioral Intelligence to Increase overall communication and efficiencies among all parties, throughout the entire Real Estate Journey!
Shallis has a unique ability to create value, inspiration and motivation with the people he coaches, "Whether you're a First time Home Buyer, Seller, seasoned Investor and or Business Partner...Shallis Has the Experience to Help you achieve your goals and dreams in Real Estate!
So “Why the change to the Mortgage Industry?”
Throughout my career as one of the Nation’s Real Estate Real Estate Brokers, I’ve worked closely with the World’s Leading Banks and Financial Institutions as a Marketing and Sales Consultant and Subject Matter Expert. In order to effectively Coach and Mentor Mortgage Loan Officers’ I had to Learn the Mortgage Business, Products and Services.
Becoming a Full Time Professional Mortgage Loan Officer, was a Natural Fit!
It finally gave me the ability to combine my love for Numbers and Coaching while Helping both the Consumers and Real Estate Professionals learn to build “Generation Wealth” by Leveraging Real Estate…
Due to the Overwhelming demand for his Amazon Best Seller, 10x House Selling Secrets book. Shallis immediately started writing his new book series the “10x Personal For Success Formula”. Each book is specifically designed and tailored to address the problem companies have engaging and re-engaging marketing and sales teams on the “Who, What,When, Where and Especially WHY” our customers and clients do business with our company. How do we create a Tribe Mentality Among our customer and or user base; while actually reducing the overall cost of doing business!
Shallis has begun Sharing his proprietary “10x Personal Success Formula Framework” in Workshops and Keynote Speeches.
What Others had to Say about Sean Shallis and Ri2 Consulting
“Unlike Other Speakers and Trainers Shallis was Passionate while also being Genuine. We could actually feel the energy in the Room Build, as we Worked through his Core Passion and Purpose, Aka C2 Framework.”
“He coached us on rediscovering both our individual and company’s WHY”.
“Sean is passionate, driven, engaging,inspiring and a thought provoking speaker-trainer. Every time he speaks with our marketing and sales team, I make it a point to attend his “Core Passion and Purpose” Aka C2 (™) workshop to remind me “The Owner of the Company” Why I Started the Company to begin with…he simply help you discover the Why, the Passion in Yourself, and the Passion in what you do...He is honestly Un-Matched”
Shallis’s philosophy on coaching and training has been referred to as..Ground Breaking, Pure Momentum, Calculated and Sophisticated, Leveraged, Simple and even Common Sense when you break it all down.
“At Ri2 Consulting we help companies and organizations discover their “Core Passion and Purpose/ C2 (™). We give them the tools and the framework to help Companies and Organizations Rediscover the WHY!
We help them answer these Simple Questions…
Why should customers Buy our Company's Products and Services?
What is the experience they are striving to have or Be…as a result of our relationship with them?
Does this experience induce a “White Heat of Passion and Inspiration” in our customers to naturally and uncontrollably share their experience with others?
Do our Marketing and Sales teams work from a proven Framework that has been proven to deliver the highest quality and quantity of service to the customer?
Shallis’ Acid Test …
Will the Customer's “Overall Experience” Inspire them to become an Advocate for our mission and or purpose and Will they be so inspired that they’ll passionately share our Mission with the masses?
Invite Sean Shallis into your company and or organization, we Guaranteed to Inspire Greatness with his powerful proprietary Frameworks.
Ri2 Consulting is unlike any other consulting company.
Shallis “while the vast majority of training, and consulting companies introduce old systems, platforms and technologies to help a struggling company change; they all but Ignore the Foundation Reasons of Why Customers buy from your company”
He went on to say “It’s like trying to add 4 Stories to a Ranch House, without looking at the Foundation!”
At Ri2 Consulting, we help organizations discover and rediscover their “WHY” by using simple, yet powerful proprietary Technology and Frameworks that allow your organization to see the buyer's “Physiological” Triggers that intimate and or duplicate a buying sequence…
We then introduce the “Tactical and Artificial Intelligence” via our Proprietary Frameworks to capitalize on the Physiological and Emotional reasons why people buy from your company and you.
This new knowledge and understanding of your why, we’ll help your company shift away from Grinding on Clients to Aligning/Creating “Customer Hero’s”.
You’ll ultimately create a movement, an Army of Passionately Inspired, Emotionally driven and Virally communicating…Free Sales Force!
Sean Shallis of Ri2 Consulting is helping Companies and organizations Disrupt Entire Industries!
What is Ri2 ….”Really Intelligent Information” of course…Ri2 is the DNA of the Business”
Case Study…Real Estate
You See at the 10X Real Estate Warriors Nation, our mission is to Help Ordinary Real Estate Agents become Extraordinary 10X Real Estate Warriors; by helping agents, understand their Core Passion and Purpose Aka Cp2… Why did they get in the Business….than help them Apply the right Really Intelligent Information to their business...we are creating the industry leading real estate experts...10X Real Estate Warriors, and for a select few 10X TopGun experts!”
Learn More:
www.10XRealEstateWarriorsNation.com
Shallis has invested a lifetime and more than a Million dollars to search out, model, study and work "One on One" with the World's Foremost Experts in Real Estate, Personal Development, leadership, entrepreneurship, marketing, sales, copyrighting, content production and distribution.
Case Study: 10x Personal Success Formula, for Personal and Business Development
Learn More: www.10xpsf.com/10x
Testimonials:
Jim Fitz was quoted as saying ..”In less than 30 Days with Sean we increased our “Sales Volume over 300%, without Cold calling or Advertising.. We simply asked more questions..the right questions, at the right time with the right tone, rate of speech and inflections” This was nothing short of a Quantum Leap for our Sales Volume..As we shifted toward our Core Passion and Purpose, our Way of Being, as Sean calls it...Even our clients and other agents began to take notice...We didn’t just learn..we changed our way of Being, the way other people see us,,
Here is the great news...With our Core Passion and Purpose Aligned with the People we serve, we are actually working less and making more, a lot more...and this “New way of Being” ?
It's so Attractive, that clients and other agents now come to us looking for help!
“At Ri2 Consulting/Lead Solutions we’ve combined the proven tactics, systems, platforms and speed hacks, AKA Tactical Intelligence, with state of the art Artificial Intelligence, to create Really Intelligent Information. Aka “Ri2”...Ri2 is like the DNA of the Business…I azgx/
Shallis has been featured as a Real Estate Strategist and Subject Matter Expert in The Wall Street Journal, The New York Times, Bloomberg News TV, Bloomberg Radio, Bloomberg International News Service, CNBC and various print publications.
Some of his personal mentors include... Tony Robbins, Jay Abrahams, John Alexandrov *, Russell Brunson, Zig Ziglar*, Bob Proctor, Abraham Hicks, Brian Tracey, Brian Buffini, Mike Ferry, Tom Ferry, Matthew Ferry, Dean Graziosi, Mike Vance*, Daryl Rutherford*, Stu Middleman, Monica Reynolds, Dianna Kokoszka, Tony Dicello, Gary Keller, Tom Hopkins, Dan Kennedy, Marshall Sylver, Frank Kern, Andy Jenkins, Mike Filsaime, Jack Canfield, Depaak Chopra…
Hey all, my name is Adam Q Johnson and I have been in the mortgage industry for 33 years. As a loan officer, I find that my favorite part of the job is helping people navigate the mortgage process and I especially enjoy the excitement of the move in day! I serve my local market of San Diego County, California and strive to make sure that I remain on top of everything so that my clients can feel less stressed and heard throughout the process. I also am very knowledgeable and am fully prepared to answer any questions they might have.
Outside of the office, I a do a fair bit of volunteer work. I am actively involved in the Oceanside Yacht Club as a Staff Commodore, Port Captain, and Chaplain. The Yacht Club has a very successful junior sailing program that I am very passionate about. In addition, I am a regular blood donor and a Guardian's Circle Member. I am very passionate about the ocean and in addition to my role at the Oceanside Yacht Club, I hold a Master Captain's License from the US Coast Guard and am a Navy Veteran. Lastly, I am an avid yacht racer and I enjoy surfing when I have the time.
Hello, I'm Robert Jay, and I have been in the mortgage industry for 19 years (Started my career back in July of 2004). I am one of the few licensed senior mortgage advisor’s in the country that has actually been an underwriter.
My nickname is “Mr. Invincible” because I know the best program, how we need to structure things, and what we'll need from you to make it a smooth process.
I specialize in VA, FHA, USDA, and Conventional mortgage products like most lenders do, but I stepped it up a notch by simultaneously specializing in “Hard Money” loans for investors, and self-employed clients (No tax returns, and no income docs, and closings in as little as 13 days).
Aside from those options, I also specialize in Commercial loans, and my interest rates are very competitive (5’s and 6’s).
I truly enjoy connecting with my clients, and helping them learn all about the home process, and which options are available. Purchasing a home is one of the most important financial decisions in a persons lifetime, and I treat each client like they are family. I can also do cash out refi's as well.
When I have time outside of the office, I enjoy anything outdoors, especially going to the beach, or to the mountains, surfing, sailing, sky diving, bowling, and poker tournaments. I recently finished in 27th place in the Best Bet $100,000 guaranteed poker tournament out of 950.
The old adage is “You don’t know what you don’t know” and if you choose to work with me, you’ll learn a lot, I guarantee it!
Thank you very much for reading about me, and I look forward to being a valuable resource for you.
With over 38 years of residential mortgage lending experience, I have performed at peak levels including winning Chairman’s Club status and leadership roles serving the lending needs of builders, homebuyers and real estate professionals. In this capacity, I have been responsible for managing and directing the work for a team of Mortgage Loan Consultants. My extensive background in the mortgage industry has allowed me the opportunity to help clients find financing that complements their wealth-building strategies and I have guided them through the process every step of the way. That experience has proven to be invaluable in assisting each and every client. More than just concentrating on what the client wants, I intuitively work with them to discover why homeownership is important and how it fits in with their family's life goals. I understand the client needs and how to customize the loan to meet the clients' financial goals. I am experienced with the new construction market and have financed every dream from starter condo to mansion. I am a Buyer’s Mortgage Banker and pride myself in working with all types of homebuyers who require different levels of support and coaching to achieve homeownership. I am a problem solver and keep a “can do” attitude in this highly regulated industry. My team prides itself in transparency, accessibility and delivering at an extremely high level of service to our partners.
I’ve been in the mortgage industry for over 25 years, but my path here was anything but traditional. I started my career as a professional wrestler in Dallas before moving into radio as a nationally syndicated talk show host covering sports and pop culture. It was during my time hosting a mortgage radio segment that I was offered an opportunity to enter the mortgage business—and I took the leap.
Today, I serve as both a Loan Officer and Loan Counselor, with a passion for helping people navigate one of the biggest financial decisions of their lives. Whether you’re buying your first home, refinancing to lower your monthly payment, or looking to tap into your home equity, my goal is simple: make the mortgage process as smooth, honest, and rewarding as possible.
I’m proud to be part of Success Lending, in partnership with eXp Realty, which allows me to serve clients across more than 30 states.
I’m based in Lewisville, Texas, and when I’m not helping clients, you’ll probably find me doing something that keeps life interesting. I take my custom Star Wars-themed Dodge Chargers to local car shows and use them to support charitable causes. I also volunteer as a mobile DJ, a graphic artist, follow just about every sport imaginable, and consider myself a BBQ enthusiast who is still very much in training!
And yes, I’m a serious Star Wars collector.
Most importantly, I’m a family man. My wife and I have three amazing kids. One is a Doctor, another is a Percussion Director, and the third is a volleyball coach! We also share our home with four lovable rescue pups: Kona, Kahlua, Athena, and Zeus
At the end of the day, I love what I do because I get to help people accomplish something meaningful. If you’re looking to purchase a home, refinance, or explore your financing options, I’d be honored to be your mortgage resource and help you every step of the way.
I am currently licensed in the following states: AL, AZ, AR, CA, CO, CT, FL, GA, IL, IN, IA, KS, KY, MD, MI, MN, NH, NJ, NM, NC, OH, OK, OR, PA, RI, SD, TN, TX, VA, and WA
Image via PexelsSmart Home Maintenance Planning to Keep Repair Costs Under ControlFor first-time homebuyers, the shift from rent to responsibility often comes with a quiet shock: unexpected home
September Events in San Diego! Sept calendar of events by Barbara
Image via PexelsFor mid-career adults relocating near family, the pull is real: stronger family support systems, more time with parents, and help that makes daily life feel less fragile. The hard