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Laurie Roos has built her business on client satisfaction. She understands that in order to make her clients happy, she needs to listen to their concerns, then deliver the best loan product available to match those concerns.
Spending her career in a professional customer service oriented business, Laurie has learned to live by a few core values:
• The customer comes first
• It is her job to make the process as easy as possible for the customer
• The best way to run and build a business is by referral
As a result, Laurie strives to make each and every transaction a positive experience, and to ensure that each client leaves the closing table confident that their selection of loan program is the best choice for them. Her clients reward her with referrals of their family and friends, allowing her to build her business based almost solely on referral.
Laurie’s background working as a top producing mortgage banker, REALTOR®, Trust Officer and mortgage broker, along with partnering with the top financial professionals in the Bay Area have given her the skills needed to simplify even the most complex of transactions. Her experience as a full time REALTOR® early in her career gives her a unique perspective on working with agents and providing proactive solutions to issues before they become problems. With this extensive background, she is able to provide service with a depth of knowledge rarely seen in this industry .