At Pacific Mortgage Planning we do more than just mortgages, we help you prepare and plan for the future! We’ve brought together an awesome group of people who strive every day for providing excellent customer service. We love nothing more than to have everyone walking away from the experience with smiles on their faces.
Unlike big banks who offer minimal loan programs, we are home to MORE! It’s like having a personal shopper, we do all the work while you relax. We only come to you with what we feel is the best suited product for your needs. We have a wide variety of products from first time home buyers, FHA, Refinance, Jumbo, Conventional High Balance and so much more!
After years of working in the mortgage industry and learning a wealth of information, Chad decided to open his own mortgage brokerage and change the way people looked at the mortgage process. "It was a long road to get here, but I am so excited for this incredible opportunity. The group I have assembled is one full of enthusiasm and I can't wait to see all of the amazing things we will accomplish!"
Chad runs a brokerage where he not only educates his clients but his staff as well. He loves nothing more than taking on new Loan Officers and teaching them the essential information needed for success in this industry.
Processor / LO
Hayden brings a youthful enthusiasm to our team that gets everyone motivated. Whether he is originating loans or processing, he gives 110% to his work. "I love helping clients and giving them beneficial information to get them the best possible loan option! I have started processing as well and find it very engaging!"
With more than 10 years of experience in leading teams, Elyse has joined us to help with managing our operations and marketing. "I could not be more excited to work with Chad and everyone else in our office. I love to create marketing materials that reach people in a way that engages them in our experience! I love nothing more than to make people laugh and feel at ease." You may see her as herself but more often than not she's Sunshine Suzy, our high energy, super informative, face of the company.
With over 5 years experience in the mortgage industry, Danny is a great addition to our team. He is very knowledgeable about the loan process and eager to continually learn. "I love helping my clients get into their new home or refinance the one they are currently in to get a better rate. I enjoy making the loan process as simple as possible, making my clients feel at ease."
Working for many years as a bar tender, Danny came to us as a new loan originator. His many years of customer service have helped him thrive in the mortgage industry. His dedication to learning and growing has helped him grow the trust of all of his clients. "I look forward to helping my clients get into their dream home in a timely and stress-free experience. I like educating my clients about the mortgage process and keep the lines of communication open"
Shane recently joined our team, he has many years of customer service experience and a passion for helping others. "I was looking for a new adventure and thought helping people get the perfect loan program would be a fun new path."