
Founder & President
Sunview Lending
A wholesale mortgage brokerage licensed from California to Florida, serving the Valley and beyond.
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THE VALLEY
Three houses

Founder & President
A wholesale mortgage brokerage licensed from California to Florida, serving the Valley and beyond.
View the work
AI CRM for mortgage shops
Hears. Executes. Logs. Memory.
An AI CRM made for mortgage shops, not generic sales software. Loan officers and processors talk to it and it does the desk work: pipeline, live phone, notes, follow-ups, and processing clocks. Sunview Lending runs on it every day.
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Investor
Retired realtor after years of representing buyers and sellers, I now invest in residential, commercial, and income property for my own portfolio, with the same discipline I bring to the lending shop.
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Journal
Lending
Credit cards are running around 22%. Money secured by your home usually costs a lot less. A HELOC or fixed-rate second can roll holiday balances into one lower payment.
Lending
Mortgage rates just touched their lowest level in five weeks. If you are in contract, talk about locking. If you are carrying expensive debt, ask about home equity that leaves the first mortgage alone.
Lending
If you've owned your home for a few years, you're probably sitting on real equity. And if you locked in a low first mortgage rate, the last thing you want to do is refinance it away.
Coaching
Fall ball with Sherman Oaks has started. I am assistant coaching the Tigers with the same crew from last spring.
Lending
A lower rate is not the same thing as a better loan. On a VA IRRRL, the question is whether the new payment earns the cost back before month 36.
Business
Loan officers don’t need another dashboard. They need something that actually does the work when they talk.