Rick Robertson
Retail Sales Manager | NMLS ID# 120044
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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It was great to work with Rick Robertson and his team at Axia. Having gone through this process before I know how cumbersome a loan application can get, especially nowadays when face to face meetings cannot take place. Axia's online systems...
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Our house hunting process was incredibly hectic and chaotic because of where we were looking. Regardless of this, Rick was stellar through and through. He put up with the craziness, gave us excellent advice, and answered any and all questions...
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Rick and his team are knowledgeable professionals that care about their clients. Rick is transparent and provides sound advice that benefits his clients. I highly recommend working with Rick Robertson for your home mortgage and lending needs....
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Rick was agile, patient, and has my best interests in mind!
Clear explanations and an eagerness to acheive best possible outcome for our position - not to mention the speed and ease at which this transaction was made. Fantastic support all around.
Rick did a great job of providing us a variety of very competitive options and then communicating throughout the process. Their so based loan traction g tool was also extremely helpful in tracking and completing the various loan submission...
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From day 1, the options, communication, and follow-up were consistent, in-depth, well thought-out,, personalized, and easily digestible. Rick and his Team made the process un-complicated, simple to execute, and timely!
Pleasant and easy.
New tech tooling was awesome. Rick and Terri were fabulous as always.
Rick and his team are fast, friendly, efficient and relentlessly on task. I would highly recommend their services. Rick and team helped us with our first mortgage and now a second refinance - effectively saving us thousands of dollars and dozens...
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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.
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Memberships
- BNI Eastside Connection
- ProVisors Bellevue Chapter
- Head Elf, Forgotten Children's Fund
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Addresses and Serving Areas
Primary Serving Area
Other Serving Areas
Year Started
2005
Time Zone
Pacific Standard Time (PST)
Licenses
- NMLS ID# 120044
Gallery
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+5
Achievements
- 2016 WAMP Business and Humanitarian Award as Outstanding Loan Officer of Washington state
Hobbies
- Aviation
- Golf
- Travel
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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.