Lorisa M. McKelvey, CMPS®

Certified Mortgage Planning Specialist

Direct Line:

Email: Lorisa@HelpUInvest.com

"During these historic financial times, it is imperative that you seek real estate financing advice from someone who can guide you in the right direction. Someone you can trust to be professional, competent, and always put your financial goals first."

"As a Certified Mortgage Planning Specialist® I help my clients achieve financial freedom, build wealth and experience their life dreams. I do this by implementing intelligent mortgage, cash flow and home equity strategies."

"I recently made a strategic move to a larger company and joined a team of like-minded professionals who could offer the support necessary for me to provide my clients with the best possible care and service. Tree House Mortgage, located in downtown Monterey, CA is a well established net branch of American Pacific Mortgage Corporation (APMC). The stature and professionalism of the Heidi Daunt Team and fellow loan officers is innovative and strong. The support staff is competent and dedicated. I couldn't ask for a better formula allowing me to serve my clients better than ever."

With the personal attention of a small local business but the funding power of a large corporation, you've gained many new benefits by continuing to work with me as your Mortgage Planner for life:

• APMC has many preferred relationships with lenders and benefits varying from discounted rates, lowered fees, and faster processing times.
• APMC is both a Broker and a Mortgage Bank. The best of both worlds!
• APMC is approved to do government FHA and VA loans.
• APMC has a reverse mortgage division offering both the traditional reverse mortgage and the new purchase product that many retirees are opting to take advantage of.
• APMC has it's own commercial division which allows access to the same secondary market as your local bank. They partner with me to create a team of support to ensure even the most challenging transaction will receive the best possible care and attention.

"I am always doing my best to seek and deliver the best possible service and selection to my clients. I am confident that the alignment with Tree House Mortgage and American Pacific Mortgage Corporation will only create more value in our relationship. I look forward to serving you as your Mortgage Planner. Thank you, for your continued business. Let me know how I can be of service."

Lorisa M. McKelvey