Mortgage Loans

Mortgage Loans from Phil Caulfield

By: Phil Caulfield  08/08/2014
Keywords: Loan Programs, Mortgage Calculators, Home Finance

Contact Phil (650) 222-0386 Opes Advisors assists their clients obtain mortgage financing with both loans funded in-house and also from outside lenders when their mortgage product is a better fit for the clients' need. Utilizing a proprietary software tool, Opes Advantage, Opes Advisors' Mortgage Advisors can offer their clients a financial and lifestyle assessment that offers their clients more clarity in making their decision about a mortgage than other lenders do that simply offers rates and fees. Opes Advantage is our differentiator in the marketplace that sets us apart because we offer a more valuable experience to our clients! In a financial world that separates stock and bond investments from both personal and investment real estate, Opes Advisors offers an innovative alternative that pulls together every aspect of your financial life in a way that no other company does. Opes Advisors stands alone as a firm that brings together wealth management, real estate investments and mortgage services to take a holistic look at your fiscal health. I have two roles at Opes Advisors. As a Sales Manager my role is to recruit, retain, and help increase the production of our Mortgage Advisors. My other role is to originate mortgages. I continue to produce because it helps me understand what is happening in the mortgage marketplace. This understanding helps me help our Mortgage Advisors because I know what the issues are for them and their clients. I am a life-long lover of sports! I have played and coached my kids in baseball and basketball for many years. I love playing golf!

Keywords: Home Finance, Jumbo, Loan Calculators, Loan Officers, Loan Programs, Low Interest Rate, Mortgage Calculators, Mortgage Company Website, Mortgage Professionals, Mortgage Programs