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Rick Robertson - Retail Sales Manager | NMLS ID# 120044 in Tacoma, WA

Rick Robertson

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Retail Sales Manager | NMLS ID# 120044

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Planet supports homeowners and real estate investors at every stage of the homeownership journey: from buying and financing a home to managing it over time. With expertise across mortgage lending, servicing, and related services, Planet hel... Show More
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Reviews from Web
  • Encompass
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    James C
    Seattle, WA
    Posted on May 18th, 2021 01:29 PM
    Rick was on top of this transaction every step of the way! He was very responsive and provided incredible service. Very well done, Rick! Thanks for making this transaction go so smoothly and efficiently!
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    Matthew M
    Seattle, WA
    Posted on May 4th, 2021 03:46 PM
    A great outcome in part because Rick and team are professional, helpful, prompt and manage expectations from start to finish. Was able to answer our questions at every step along the way.
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    Sarah M
    Seattle, WA
    Posted on May 2nd, 2021 10:14 PM
    Rick, Terri and the entire Axia team exceeded our expectations. Their product was simply better than all the other options in terms of rate and timing. And the service, promptness, clarity and support that came alongside the loan was exceptional....
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    Simon C
    Bothell, WA
    Posted on April 25th, 2021 01:36 PM
    Rick is a true pro, with 5 star communication throughout the process. Along with his extremely informational videos, and amazing personality, makes him and his team a no brainer choice in the Mortage industry!
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    George S
    Bothell, WA
    Posted on April 20th, 2021 02:58 PM
    Rick was super responsive and the process was efficient and easy. Thanks Rick!!
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    Jeffrey T
    Seattle, WA
    Posted on April 15th, 2021 02:37 PM
    Rick was very knowledgeable, easy to communicate with, and approached the whole process as if he was on our side. He listened to what our goals and plans were and helped us find the best solution for meeting those goals. I could not have been...
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    Dennis W
    Mill Creek, WA
    Posted on April 13th, 2021 04:22 PM
    Rick is the BEST!
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    Zachary J
    Sammamish, WA
    Posted on April 7th, 2021 04:54 PM
    I was put in contact with Rick by a financial advisor. I'd been considering refinancing but still have flashbacks to how painful the process was when we originally bought our home . Rick was great at explaining our options via calls and customized...
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    William E
    Gig Harbor, WA
    Posted on March 31st, 2021 07:04 PM
    Rick was on top of the loan from day one. Always helpful and friendly. After trying two other mortgage brokers, Rick was the only one that took the time to get us refinancing at an amazing rate!We will use and refer him to our friends in the...
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    Joseph P
    Kenmore, WA
    Posted on March 24th, 2021 05:00 PM
    My wife and I had a wonderful experience working with Rick Robertson and the Axia team. We have been through refinances and purchased homes previously, but Axia was by far the best experience we've ever had with a mortgage lender. Rick went...
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    About
    Planet supports homeowners and real estate investors at every stage of the homeownership journey: from buying and financing a home to managing it over time. With expertise across mortgage lending, servicing, and related services, Planet helps make complex decisions feel clear and manageable. Guided by its commitments to empathy, expertise, responsiveness, and certainty, Planet delivers on its promise to help people move forward with confidence and get them home.
    Products & Services
    Mortgage Loan Officer
    FHA Home Loan
    VA Home Loan
    Jumbo Home Loan
    Conventional Home Loan
    Bridge Loans
    Specialities
    Mortgage financing for purchasing primary residence, second home or investment property. Flexibility in programs spanning Conventional, FHA, VA, USDA, WSHFC, Jumbo and a variety of alternative programs.
    Conventional, FHA, VA, USDA, Jumbo, Non-Traditional, HELOC
    Primary Residence, Second Home, Vacation Home, Investment Property
    Special Family Opportunity Mortgage Program, Affordable Housing Solutions, Down-payment Assistance programs and guidance.
    Complex financing scenarios. Complicated income analysis.
    Financial Wellness workshops.
    What is the Search Rank Score®?
    Experience.com’s Search Rank Score measures a professional’s online search visibility across hundreds of key SEO attributes.
    Memberships
    • BNI Eastside Connection
    • ProVisors Bellevue Chapter
    • Head Elf, Forgotten Children's Fund
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    Addresses and Serving Areas

    Year Started

    2005

    Time Zone

    Pacific Standard Time (PST)
    Licenses
    • NMLS ID# 120044
    Gallery
    Rick Robertson - Gallery Photo
    Rick Robertson - Gallery Photo
    Rick Robertson - Gallery Photo
    Rick Robertson - Gallery Photo
    Rick Robertson - Gallery Photo
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    +5
    Achievements
    • 2016 WAMP Business and Humanitarian Award as Outstanding Loan Officer of Washington state
    Hobbies
    • Aviation
    • Golf
    • Travel
    • View All
    Disclaimer
    Equal Housing Lender. © 2026 Planet Home, a DBA of Planet Home Lending, LLC | 321 Research Parkway, Suite 303, Meriden, CT 06450 (203) 265-5090 | NMLS ID# 17022 | For licensing information, go to: www.nmlsconsumeraccess.org | AZ Mtg. Banker Lic. MB-0929069; Licensed by The Department of Financial Protection and Innovation under the CA Residential Mtg. Lending Act Lic #: 4130947; IL Residential Mtg.; Licensed by the NH Banking Dept.; Licensed by the NJ Dept. of Banking and Insurance; OH Mortgage Broker Act Mtg.; Rhode Island Licensed Lender; TX location 5020 Riverside Dr, Suite 300, Irving, TX 75039; Licensed Mortgage Banker—NYS Department of Financial Services—NY location 265 Broadhollow Rd, Suite 100, Melville, NY 11747; MA Mortgage Lender License # ML 17022. This is not a loan approval or commitment to lend, applications are subject to full review and approval, other terms and conditions may apply. This is an advertisement. Nothing in this advertisement should be construed as an endorsement or recommendation of services of any other entities or persons shown. The DBA “Planet Home” is not authorized for use in the following states and territory: WY.