Specialties
Rick Robertson is a Certified Mortgage Planning Specialist & the Pacific Northwest Branch Manager (MLO-120044) for Planet Home Lending of Bellevue Washington. With over 19 years of mortgage banking and real estate experience, Rick is highly capable of handling even the most complicated real estate finance scenarios with confidence and expertise.
Unlike most lenders, Rick believes in the responsibility of helping his clients professionally manage their debt. He views his role as helping his borrowers integrate the mortgage strategy that makes the most sense into their overall long and short term financial and investment goals and their Payment, Equity, Cash Flow and Tax Objectives.
Rick's insight helps families in his community cut through the information overload to ensure intelligent, sustainable and responsible financial decisions are made by homeowners for themselves and their families.
The Robertson Mortgage Team specializes in residential mortgage financing through all mediums: jumbo, conventional, FHA, VA, USDA, portfolio and reverse mortgages.
History
Established in 2007.
Planet Home Lending, LLC, founded in 2007 and based in Meriden, Connecticut, is a national mortgage lender and servicer. It offers loan origination, servicing, and sub-servicing across multiple channels. Planet is a full service mortgage bank. It's important you know that we ARE the lender: every decision about your loan including pre-approval, processing, underwriting and funding is made by Planet. Planet is a direct FannieMae, FreddieMac, FHA/VA/USDA lender.
Over the years, the company has expanded through strategic acquisitions, including parts of Home Point Financial, Platinum Home Mortgage, and Axia Home Loans. With a servicing portfolio over $110 billion, Planet operates in 49 states, D.C., Puerto Rico, and the U.S. Virgin Islands. Led by CEO Michael Dubeck, the company is known for personalized service, innovative mortgage solutions, and a strong workplace culture.
Planet Home Lending LLC NMLS 17022. Licensed by the DFPI under the CRMLA.
Meet the Business Owner: Rick R.
Rick Robertson is active in his community as an Emeritus Board Member for Imagine Housing, an organization dedicated to providing permanent, affordable housing on the Eastside in the Puget Sound. Rick supports the Forgotten Children's Fund & FareStart in Seattle, helping our community's most pressing challenges: homelessness, joblessness, poverty and hunger.
2023 FIVE STAR Legend as seen in FORTUNE Magazine.
2024 FIVE STAR Mortgage Professional as seen in Seattle Magazine. As a multi-year (15Y) winner, this represents the top 1% of licensed mortgage professionals in the Puget Sound.
Aviation, Travel and Rucking are passions for Rick. Fun Fact: Rick recently rucked the beaches in Normandy France for the 80th Anniversary of D-Day!
Prior to his career as a mortgage professional, Rick had a successful career spanning finance, sales, marketing, planning and operations in the travel industry at Expedia.com and United Airlines.
MLO-12004. Licensed by the DFPI under the CRMLA.