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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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    Catherine S
    Redmond, WA
    Posted on June 2nd, 2020 08:12 PM
    We have worked with Rick and his team several times now. He has always made it as simple a process as possible and is great about explaining all your options and is always available and willing to answer all questions/concerns. We will absolutely...
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    Andrew D
    Mukilteo, WA
    Posted on June 1st, 2020 07:20 PM
    Rick is extremely well informed of market developments (macro- and microeconomic), industry trends, financing options, and how to facilitate a smooth and highly professional transaction. I would unequivocally recommend Rick to anyone looking...
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    Ville J
    Redmond, WA
    Posted on May 30th, 2020 02:56 PM
    Amazing service, professional advice, and quick processing.
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    Jeatt B
    Camano Island, WA
    Posted on May 26th, 2020 05:08 PM
    We’ve worked with Rick a few times now, and we are thankful for how knowledgeable he is. He makes the process painless and simple!
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    Simon C
    Lake Tapps, WA
    Posted on May 21st, 2020 11:51 PM
    Rick is the epitome of a professional! His knowledge of the market coupled with his amazing energy make Rick an amazing LO!
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    Judith P
    Sammamish, WA
    Posted on May 18th, 2020 04:19 PM
    Rick answered all of my questions, which were many, with patience and clarity. In the beginning of the process, he helped me understand what documents I needed to provide and how to find them. He kept me up to date throughout the process by...
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    Malia R
    Woodinville, WA
    Posted on May 17th, 2020 03:09 AM
    The communication was very clear, concise and consistent. We always knew where we stood in the process and Rick was always attentive to our needs.
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    Eric R
    Shoreline, WA
    Posted on May 16th, 2020 08:06 PM
    Rick is a highly trusted advisor and knows his stuff.
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    David D
    Seattle, WA
    Posted on May 15th, 2020 05:41 PM
    I had a very good experience and was happy with the professionalism and friendly, respectful service I received. I would definitely recommend Rick and Axia!
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    Gregory J
    Woodinville, WA
    Posted on May 13th, 2020 08:10 PM
    Clear communication is key when asking for documents and explaining timelines during the refi process, Rick and his team did a great job in all of these areas. We were never left wondering “what’s next” or if things were moving in the right...
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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.