Three practices. One standard.

Founder & President

Sunview Lending

Sunview Lending is a wholesale mortgage brokerage licensed from California to Florida, serving the Valley and beyond.

• 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, all in one conversation
• If your CRM still feels like 2014, let’s talk

Investor

Roland Real Estate

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.

• Years representing buyers and sellers. Now an active investor.
• Investment acquisitions and value-add thinking
• HOA leadership at Sherman Oaks Villas