Loan Advisor

LOAN ADVISOR

Lisa Shaffer

LOAN ADVISOR
NMLS #1076586
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I am committed to providing clients with an exceptional experience when purchasing a home or refinancing an existing mortgage. I listen to clients carefully, assess which loan programs best fits their needs, and then provide personalized solutions. I also communicate clearly and am readily available when clients have questions or concerns. My professionalism, client focus and organization translate into a world-class experience for my clients.

RPM’s diverse portfolio of loan programs can help make your dream of home ownership a reality.
As a Loan Advisor at RPM I’m able to offer innovative solutions for Home Buyers including:
• Advance Approval® and purchase closing in as little as 15 days
• Aggressively priced Fixed and ARM programs
• Jumbo Loan options with as little as 5% down and no mortgage insurance
• Reduced income documentation for self-employed buyers
• Financing options for non-warrantable condos
• Loan amounts up to $5 million

Whether you are purchasing your first home or you are a seasoned real estate investor, I’m committed to providing you with the resources you need to secure real estate financing.

Purchasing a home is an immense financial commitment, and I truly believe that knowledge is power. By educating my clients about interest rates, loan options, federal regulations and the current real estate and mortgage markets they are empowered with the tools to make a decision that is right for them.

As part of my process I regularly:
• Check interest rates throughout the day
• Closely monitor economic indicators that may impact mortgage interest rates
• Research and analyze market and consumer trends

I am available to clients throughout the loan process, from application, to underwriting, to funding and can be reached by phone or email anytime.

Prior to my career as a loan officer I worked for Safeway Inc. as a Shopper Marketing Manager. Working in corporate America taught me a great deal about communication, creative problem solving, and teamwork. My background provided with me what I consider to be my greatest asset - that I approach every situation from a clients' perspective. I received a Bachelors of Science Degree in Graphic Communication from Cal Poly, San Luis Obispo and I currently live in Pleasanton with my husband and two children.

Client Wins

Testimonials

Lisa, thank you so much for helping us navigate and negotiate the ups/downs/ins/outs of this process. It was a real comfort to have you at the helm!

Sam and Sandra Bishop

Lisa is an exceptional individual with strong project management, organizational and relationship-building skills. Not only does Lisa have unquestionable integrity, but she also has an unmatched work ethic. I felt reassured with Lisa at the helm of any project because of her obvious dedication to accuracy, exploration of new ideas and finding targeted solutions. On a personal level, not only is she a great mother and wife, she's one of the nicest people you'll ever meet! I would not hesitate to recommend Lisa to anyone looking for a talented and driven professional with superior client service skills.

Jodi S.

Lisa has made this process so easy and understandable. We appreciate your guidance and expertise. And we are thrilled to have been successfully able to refinance. Thank you so very much!

Nick & Angela P.

What more can I say about Lisa! I would highly recommend working with her for any of your home lending needs. She has been such a wonderful partner while purchasing my first home, taking time to truly help me understand the crazy home buying process. I couldn't be more grateful to have her as my first experience going through the process!

Mojola O.

We would highly recommend Lisa Shaffer for any lending needs you have. We were in the process of purchasing a larger family home and had so many questions on which loan would be right for us. Lisa did a fantastic job explaining our different options and she made it seem so easy. She made sure she found the right loan for us. Lisa was always available by telephone and email for us. Talk about incredible customer service. We would 100% use Lisa again in the future.

Janae B.

Wow! If you have ANY real estate lending needs, Lisa Shaffer at RPM Mortgage is as good as it gets! Not only was the process well-explained, but Lisa found us a rock-bottom refinance rate that will be saving my family hundreds of dollars per month! Her deep knowledge of the industry really shined when my wife and I worked with her. I strongly recommend that anyone buying or refinancing a home goes through Lisa Shaffer!

Donald S.

I had a complex Jumbo loan, with many hoops and hurdles. Let me just say, Lisa handled this superbly! When you don't think you can get a loan, give Lisa a call. She's amazing!

Elmer T.

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3240 Stone Valley Road West
Alamo, CA 94507

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