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Hello,
I'm Eric Rotner
Originating Branch Manager

NMLS#: 338424

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Who I Am And How I Work

I have dedicated the more than 20 years in the mortgage industry to becoming an expert in all aspects of lending. Maximizing knowledge of mortgage products, program guidelines and all aspects of the loan process allows me to consistently serve my clients and referral partners in the most effective manner possible. Each transaction is different, but the process is the same; learn about the goals and needs of the client, establish an understanding of the options and then execute the loan quickly and efficiently providing clear and transparent communication throughout.

With over $2 billion funded and more than 3000 transactions over the past ten years, I have consistently ranked among the top 100 originators in the country. I have been fortunate to have the support of my committed team who share my goal of providing the best possible experience for our clients.

A lifelong resident of the Bay Area, I attended UC Davis, earning a degree with Honors in Managerial Economics. Following graduation, I returned to the Bay Area and call Walnut Creek home along with my amazing wife and three wonderful kids.

All-in-One Solution

Our Loan Process...

PRE-APPROVAL

A loan pre-approval sets you up for a smooth home buying experience.

SHOP

Start working with a real estate agent and viewing homes.

LOAN APPLICATION

A few documents are needed to get a loan file through underwriting.

LOAN PROCESSING

Assemble all the necessary paperwork and details for the underwriter.

UNDERWRITING

They closely evaluate all the documentation in the loan package.

CLOSING

Documents are drawn and sent to the title company for closing.

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