About

Our Company

The NAL Financial Team is located in Newport Beach, California, and proudly serves homeowners and homebuyers throughout California and Colorado. We believe the key to our success has always rested on three main principles: honesty, timeliness, and competitive pricing. As mortgage brokers, we are able to offer our clients a variety of products, which helps us achieve our ultimate goal: matching each client with the right loan.

We are primarily a referral-based business. Most of our clients are referrals from our existing client base, family, and friends. Many are referrals from legal, taxation, family planning, insurance, and investment professionals. Working together we help our mutual clients achieve their financial goals.

Our business philosophy is simple: do a lot of loans at a fair price and earn many referrals in the process.

Once we have earned our clients' business, we strive to become their trusted mortgage advisor for life. Through consistent application of our database, we stay in touch on a regular basis, advising our clients on how to best help them build real estate wealth, adding true value to the relationship. In the long term, we provide the client with a “one-stop shop” for all current market trends and professional services referrals. We view ourselves as a trusted financial advisor, providing our partners and clients with so much value that they consider us to be an integral part of their lives.


Our Process

Step 1

We analyze the client's current financial situation and through the interview process, establish their priorities regarding their financial wishes. We then match their current financial situation and future financial wishes with a mortgage solution that is tailor made to their goals and best aligns with the client's lifestyle.

Step 2

Once the client and we have agreed on the loan program, we strive to expeditiously close the transaction with the greatest of ease.

Step 3

Once the loan closes, our job truly begins. Through consistent application of our database and Clients for Life Program, we stay in touch with our clients on a regular basis, advising them on how to best help themselves overcome their challenges, adding true value to the relationship. In the long term, we provide the client with a "one-stop shop" for all current market trends and professional services referrals.


Conclusion

We earn the right to be a trusted financial advisor by providing our partners and clients with so much value that they consider us to be an integral part of their lives. At this point, they have become clients not just for one transaction, but for life.

Our People

 

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