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Rick Robertson profile image

Rick Robertson

President & Creative Director at MMI Mortgage Mentor Inc (broker productivity software)
Intro Book
Seasoned mortgage lending expert with extensive experience in residential and commercial mortgages, real estate financing, and public speaking.
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Location
Surrey, British Columbia, Canada, CA
Skills
  • Mortgage Lending
  • Real Estate
  • Investment Properties
  • Residential Mortgages
  • Refinance
  • Show all
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Bio

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Rick Robertson is a seasoned mortgage lending professional with extensive experience in residential and commercial mortgages, real estate financing, and public speaking. He has held various leadership positions, including President and Creative Director at MMI Mortgage Mentor Inc, and has coordinated learning sessions and events for Christian men. He holds a degree in Real Estate Finance from the University of British Columbia.

Experience

  • MMI Mortgage Mentor Inc (broker productivity software)
    • President & Creative Director
      • Oct 2006 - Present

      Developers and distributors of productivity software created especially for Canadian mortgage brokers and agents. Our packages include:- complete market lending guideline reference spreadsheets- Rental Product, Variable Rate, Business for Self, Line of Credit specialties- product sorting and selection utilities- borrower option comparison reports- automated compliance forms preparation

  • Gateway Lending Centres Inc. (mortgage brokering services)
    • Owner
      • Jul 2005 - Present

      Specializing in residential mortgage sourcing and brokering services for busy executives and self employed individuals. Our mortgage origination specialties include: home and rental property purchases, vacation home buyers and primary residence refinancing.

  • Cedar Grove Baptist Church
    • Lead - Ministry to Men
      • Jun 2009 - Mar 2011

      Co-ordinate monthly Men's Breakfast sessionsMain speaker/presenterCo-ordinate annual Spring Training Camp for men

  • Invis
    • Product Analyst Canada
      • Jun 2000 - Aug 2006

      Analysed and reported on new mortgage industry products and maintained a large mortgage brokering client base

  • The Mortgage Source Ltd.
    • Managing Mortgage Broker
      • 1994 - 2000

  • . . . .
    • .
      • 1900 - 1900

      * Co-ordinator of learning sessions for Christian men in the Cedar Grove area of Surrey, BC* Main speaker for monthly Men's sessions* Point Man for annual Spring Training Camp planning and roll-out

Education

  • 1979 - 1980
    The University of British Columbia
    Real Estate Finance

Suggested Services

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Industry Focus. “Financial Services”

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