

True North Yates Group- Southwest Funding
Branch Manager


Purdue University
For more than two decades, Southwest Funding has been helping people like you to find a great home loan. Today we are still thriving, thanks in part to happy customers who have spread the word about what our company is doing to help borrowe... Show More
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Reviews from Web
Shay and her team were extremely knowledgeable, laid back, conversational, and made us feel at home. Effective and efficient working a real estate transaction across state lines like she was right there beside all the way through to closing....
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Reply from Shay Yates
December 17th, 2025 05:00 PM
I'm thrilled to hear that you had such a positive experience, Erika! It was a pleasure to work with you and facilitate your real estate transaction. It's always wonderful to know that my team and I are effectively making clients feel comfortable...
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I almost lost hope moving from a plagued state and starting all over. Had a horrible kick start to my first time home buying experience with a different agent until i met Shay. I moved to a completely new state and purchased my very first home....
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Reply from Shay Yates
December 17th, 2025 05:00 PM
Hey Chris, Wow, your words have brightened my day! I’m thrilled to hear that your home buying experience with Lower was a success, especially after such a rocky start. It was truly a pleasure helping you navigate this exciting journey to home...
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Shay was amazing. Another lender said they could get me financing then the week before closing said they couldn’t. She not only got me funding but did it so quickly
Reply from Shay Yates
December 17th, 2025 05:00 PM
I'm thrilled to hear about your positive experience, Jennifer! It's unfortunate that you had to experience a hiccup with another lender, but I'm glad I could step in and provide the funding you needed in a timely manner. Your 5-star rating...
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I had the pleasure of working with Shay, who led her team during my home-buying process. From the start, she was professional, knowledgeable, and always kept me informed at every step. What seemed like an impossible situation was made possible...
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Reply from Owner
September 30th, 2024 03:04 PM
Thanks so much for the glowing review, Sarah! I'm thrilled to hear how much you appreciated my help throughout the home-buying process. It was truly my pleasure to ensure that you felt supported and informed at every stage. I'm delighted that...
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I had the pleasure of working with Shay, who led her team during my home-buying process. From the start, she was professional, knowledgeable, and always kept me informed at every step. What seemed like an impossible situation was made possible...
read more
Reply from Shay Yates
September 30th, 2024 03:04 PM
Thanks so much for the glowing review, Sarah! I'm thrilled to hear how much you appreciated my help throughout the home-buying process. It was truly my pleasure to ensure that you felt supported and informed at every stage. I'm delighted that...
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I had an amazing experience and being a first time home buyer it was great. I'm glad I had Shay Morton as my loan officer. Anything I did not understand she was always there to help to break things down so I can understand and made things easy....
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Reply from Owner
September 30th, 2024 03:04 PM
Jeffery, I'm so pleased to hear that you had a positive experience as a first-time home buyer! It was my pleasure to help you navigate through the process and make it as easy as possible for you. I'm always here to help you understand every...
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I had an amazing experience and being a first time home buyer it was great. I'm glad I had Shay Morton as my loan officer. Anything I did not understand she was always there to help to break things down so I can understand and made things easy....
read more
Reply from Shay Yates
September 30th, 2024 03:04 PM
Jeffery, I'm so pleased to hear that you had a positive experience as a first-time home buyer! It was my pleasure to help you navigate through the process and make it as easy as possible for you. I'm always here to help you understand every...
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Thank you Shay I couldn't have done it without you! For my first time being a home buyer you made the experience amazing, easy, and simple to understand especially when I didn't understand things. I would definitely reach out whenever I'm looking...
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I interviewed several loan officers from different companies before we got pre-approved. I made the right decision in picking Shay Morton. She always had time to answer my questions over text or phone call. She was a fantastic partner for our...
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Reply from Shay Yates
October 14th, 2024 09:36 PM
I'm thrilled to hear that you had such a positive experience, Adam! Thank you so much for taking the time to share your experience. Receiving your approval validates all the hard work we put into making sure our clients have the best possible...
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I interviewed several loan officers from different companies before we got pre-approved. I made the right decision in picking Shay Morton. She always had time to answer my questions over text or phone call. She was a fantastic partner for our...
read more
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About
For more than two decades, Southwest Funding has been helping people like you to find a great home loan. Today we are still thriving, thanks in part to happy customers who have spread the word about what our company is doing to help borrowers get a home loan that fits their situation in an enjoyable and timely way.
Products & Services
Mortgage Loan Officer
FHA Home Loan
VA Home Loan
Jumbo Home Loan
Down Payment Assistance
Conventional Home Loan
Home Renovation Loan
Mortgage Refinance
Medical Professional Mortgages
USDA Loans
Non-QM
Specialities
DSCR
Bank Statement
HELOC
VA Loans
FHA Loans
First Time Homebuyers
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Education
- Purdue University

- The University of ArizonaProject ManagementBachelor's DegreeAug 2017 -May 2020

Positions
- Southwest Funding - Branch Manager Dec 8th, 2025 - Current
- Lower Mortgage - Branch Manager Jul 29th, 2024 - Dec 8th, 2025
Memberships
- GSBOR
- REALTOR Missouri
- NAMB
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Addresses and Serving Areas
Primary Serving Area
Other Serving Areas
Year Started
2021
Time Zone
Central Standard Time (CST)
Licenses
- Arkansas 124728
- Delaware MLO-2172921
- Florida LO93196
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+11
Achievements
- Class of 2025 Greater Missouri Woman Challenge
Hobbies
- Outdoors
- Travel
- Community Events
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Additional Information
Payment Methods
- Financing Available