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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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    Richard L
    Newcastle, WA
    Posted on January 23rd, 2021 03:53 PM
    Rick was always readily available, and willing to explain (and re-explain) stuff. Our application dragged out for months because of questions, changes, and quirks on our end (not theirs), and RIck never got discouraged or lost his sense of...
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  • Zillow
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    Richard980566
    Renton, WA
    Posted on January 23rd, 2021 12:00 AM
    Rick was always readily available, and willing to explain (and re-explain) stuff. Our application dragged out for months because of questions, changes, and quirks on our end (not theirs), and RIck never got discouraged or lost his sense of...
    read more
  • Encompass
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    Angela S
    Newcastle, WA
    Posted on January 22nd, 2021 05:06 PM
    Great communication!
  • Encompass
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    Sarah K
    Woodinville, WA
    Posted on January 7th, 2021 09:36 PM
    We've been clients of Rick for 9 years and in that time bought two homes and refinanced twice. He's been our advisor and coach each and every time, ensuring we are making the best decisions for our current needs. I always know we are in the...
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  • Encompass
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    Timothy F
    Leavenworth, WA
    Posted on January 3rd, 2021 08:14 PM
    Rick and his staff provided excellent guidance, service and communication throughout the process. A pleasure and very easy to do business with him.
  • Encompass
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    Garrett S
    Redmond, WA
    Posted on December 29th, 2020 08:08 PM
    Rick is a fantastic communicator and someone who seeks to understand what the client's goals are so he can best assist them in achieving their goals. Thank you Rick!
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    Beverly J
    Sultan, WA
    Posted on December 13th, 2020 09:37 PM
    You were a great team to work with for our home refi. We were kept informed on what info we needed to provide. Showed steps that were completed and what was next. Overall a great experience.
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    Brittany D
    Seattle, WA
    Posted on December 3rd, 2020 04:30 PM
    Working with Rick was a terrific experience. He went above and beyond, even putting in extra work to move the closing date forward. I really appreciate the help from Rick and his team.
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    Ernest M
    Bonney Lake, WA
    Posted on November 22nd, 2020 04:39 PM
    Very good communication through out the whole process. Excellent advice and guidance from the whole team. Especially appreciate the analysis and loan options made available to us. Video updates much appreciated too.
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    Margaret P
    North Bend, WA
    Posted on November 21st, 2020 01:00 AM
    My savings! Thank you!
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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.