Three practices. One standard.

Founder & President

Sunview Lending

A mortgage firm built on more than twenty years of residential financing, real estate investing, and strategic marketing. Residential loans, DSCR, multi-unit, and tailored capital for homeowners, investors, and businesses — across multiple states.

• Purchase, refinance, and investment financing
• DSCR and multi-unit for operators who actually hold property
• A shop that still answers the phone

AI CRM for mortgage shops

HELM

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.

• Built by someone who has sat every chair in the business
• Pipeline, live phone, notes, and clocks — in one conversation
• If your CRM still feels like 2014, let’s talk

Licensed agent & investor

Roland Real Estate

A strategic seat at the table — negotiating for clients, structuring acquisitions, and maximizing value in residential and investment transactions. Same discipline as the lending shop. Different side of the deal.

• Client representation with a capital lens
• Investment acquisitions and value-add thinking
• HOA leadership at Sherman Oaks Villas