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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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    Brian H B
    Seattle, WA
    Posted on June 14th, 2018 09:53 AM
    This was my fourth time working with Rick and it was again a pleasure.
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    Kaela D
    Seattle, WA
    Posted on May 22nd, 2018 06:20 PM
    Rick and Terri were absolutely awesome to work with. My purchase went through beautifully and it had a lot to do with their hardwork and personal touch. I think that proactive phone call on financing to the selling agent made all the difference....
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    Edward J D
    Bellevue, WA
    Posted on May 20th, 2018 01:08 PM
    Rick and Terri, and the other members of the Axia Team treated us like family throughout the entire process. They were all very impressive! I have never had a Loan Officer come to our closing before in the eight purchases and probably 10-15...
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    Roberta M G
    Everett, WA
    Posted on May 18th, 2018 07:33 PM
    Personalized attention, patience, knowledge....
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    Lorraine B W
    Bellevue, WA
    Posted on May 18th, 2018 05:39 AM
    Rick was with us every step along this path!
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    Henry W F
    Bremerton, WA
    Posted on May 8th, 2018 06:31 PM
    Rick and his team were always quick to inform me of what was required to keep the mortgage process moving along. It is because of him and his team that I was able to close in a timely manner.
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    Robert A S
    Kirkland, WA
    Posted on May 1st, 2018 05:24 PM
    Thank you Rick!
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    Nancy T
    Monroe, WA
    Posted on April 3rd, 2018 01:10 PM
    The process of financing a home is unpleasant due to the requirements imposed by the banking industry. Rick and his team do an outstanding job of navigating the thorns of the process efficiently, intelligently and calmly. I wouldn't rate the...
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    Alyson M C
    Seattle, WA
    Posted on March 20th, 2018 01:22 PM
    The dedication, support and guidance throughout the entire process made this experience feel seamless and possible!! I will absolutely recommend Rick Robertson and his team to everyone I know!!
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    Kim A T C
    Seattle, WA
    Posted on March 7th, 2018 06:41 AM
    We ended up in a very unique situation, taking a total of 522 days in total to close once our offer had been accepted. There were a lot of nuances to navigate but Rick handled everything in stride. We really appreciated his clear communication...
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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.