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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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    Robert A
    Kirkland, WA
    Posted on July 24th, 2020 03:15 AM
    My wife and have financed and refinanced with Rick and his team multiple times. They are patient, helpful and trustworthy. I recommend them to anyone and everyone I know.
  • Zillow
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    Nathan R
    Posted on July 20th, 2020 04:04 AM
    There is nothing I would change about the experience and ease of working with Axia and Rick Team. Would highly recommend.
  • Encompass
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    Nathanial O
    Olympia, WA
    Posted on July 20th, 2020 04:02 AM
    Easy Smooth... There is nothing I would change about the experience and ease of working with Axia and Rick Team.
  • Zillow
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    Nathan R
    Schneiders Prairie, WA
    Posted on July 19th, 2020 12:00 AM
    There is nothing I would change about the experience and ease of working with Axia and Rick Team. Would highly recommend.
  • Encompass
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    Evan L
    Tacoma, WA
    Posted on July 17th, 2020 05:26 PM
    What I appreciated most about Rick was his timely communication through the loan process beginning to end. I would highly recommend him for anyone purchasing or refinancing!
  • Encompass
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    Jessica J
    Shoreline, WA
    Posted on July 8th, 2020 06:13 AM
    Thank you Rick and Terri for making our refi easy and stress-free. I feel better educated about our finances after working with you. Due to COVID, we conducted all meetings over Zoom but we still received top-notch and personable service. We...
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  • Encompass
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    Vicky S
    North Bend, WA
    Posted on July 1st, 2020 02:48 AM
    Trust.
  • Encompass
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    Noel S
    Snohomish, WA
    Posted on June 28th, 2020 12:44 AM
    Rick and his team are very thorough, responsive and easy to work with. We had a great experience from the initial consultation through to final closing. We’d highly recommend Rick to our family and friends.
  • Encompass
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    Jacob E
    Seattle, WA
    Posted on June 23rd, 2020 03:54 PM
    Rick and his team were awesome!
  • Encompass
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    Brianna T
    Seattle, WA
    Posted on June 20th, 2020 04:18 PM
    John and I both felt so comfortable and supported by Rick’s guidance, clarity, diligence, and responsiveness. We knew from the start we were in excellent hands, and couldn’t be more satisfied. Thank you Rick and Terri!
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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.