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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True North Yates Group- Southwest Funding has received a review with 5 star rating from Joseph H J
Reply from Shay Yates
June 10th, 2025 04:23 PM
I'm thrilled to hear that you had a great experience, Joseph. It was a pleasure assisting you, and I appreciate your positive feedback. If you have any further questions or need assistance in the future, feel free to reach out.
True North Yates Group- Southwest Funding has received a review with 5 star rating from Joseph H J
Reply from Owner
June 10th, 2025 04:23 PM
I'm thrilled to hear that you had a great experience, Joseph. It was a pleasure assisting you, and I appreciate your positive feedback. If you have any further questions or need assistance in the future, feel free to reach out.
She was extremely helpful and knowledgeable through out the whole process. She never seemed to get annoyed and always remained professional. I'd definitely recommend her and her team to future home buyers.
Reply from Shay Yates
December 17th, 2025 05:00 PM
I'm thrilled to hear that you found the process helpful and professional. It was a pleasure assisting you, and I sincerely appreciate your recommendation. Thank you for choosing Lower.
She treated us like family the entire process and was very honest and went above and beyond to help us. Always nice to talk to and super helpful and positive. She made this experience mich easier than I thought it would be and I'm pleased to...
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Reply from Shay Yates
December 17th, 2025 05:00 PM
I'm thrilled to hear that you felt like family throughout the process. It was a pleasure assisting you, and I'm glad I could make the experience easier than expected. Your kind words about my communication and support mean a lot. Thank you...
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I love Shay and her team was very awesome and helpful
Reply from Shay Yates
December 17th, 2025 05:00 PM
Thank you, Juan, for your wonderful feedback. I'm thrilled to hear that you had a great experience with our team. It was a pleasure to assist you, and we appreciate your kind words.
As with so many aspects of life, good communication makes all the difference. Looking in the rear-view mirror at our home-buying experience, it was Shay's proactive communication that made working with her such a pleasure. Yes, she was good...
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Shay Morton is an awesome LO. She helped my husband and I tremendously when underwriting kept asking the same question(s) over and over, and got the loan process completed/approved. We highly recommend her.
Reply from Shay Yates
April 10th, 2025 04:14 PM
I'm thrilled to hear that I was able to assist you and your husband effectively throughout the loan process. Thank you for your kind words and recommendation. Your satisfaction is my priority, and I'm glad I could help navigate through the...
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Shay Morton is an awesome LO. She helped my husband and I tremendously when underwriting kept asking the same question(s) over and over, and got the loan process completed/approved. We highly recommend her.
Reply from Owner
April 10th, 2025 04:14 PM
I'm thrilled to hear that I was able to assist you and your husband effectively throughout the loan process. Thank you for your kind words and recommendation. Your satisfaction is my priority, and I'm glad I could help navigate through the...
read more
Shay went above and beyond to get our home loan approved. She stepped up and went to bat for us when underwriting kept asking the same question(s) over and over. Shay is awesome!
Reply from Shay Yates
December 17th, 2025 05:00 PM
I'm thrilled to hear that I could assist in getting your home loan approved and support you through the underwriting process. It was a pleasure working with you, and I appreciate your kind words. Thank you for your trust in me and Lower!
Shay answered questions and was very knowledgeable
Reply from Shay Yates
December 17th, 2025 05:00 PM
I'm thrilled to hear that I was able to assist you with your questions and provide the information you needed. Thank you for your kind words and for choosing Lower.
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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