Susan Whitfield

About Susan

Long-time San Diego homeowners hold extraordinary equity, and Susan helps them use it wisely - or leave it alone. Her written break-even analysis has talked as many clients out of refinancing as into it, which is exactly why her referral rate leads the office.

She spent eight years in bank credit before moving to origination, so her equity recommendations account for rate environments, tax angles, and the client actual five-year plan.

Susan mentors two junior originators and still answers her own phone.

“Equity is retirement money wearing a house costume. Treat it that way.”

Specialties

Work with other members of the team