Network Service Partners Award Winner
Name: Kelly A. Marsh
Company: Broadview Mortgage
Location: 1826 State Street, Santa Barbara, CA 93101
Phone: 563-1100 x l06
Cell Phone: 805-698-9598
Professional Experience:
Kelly Marsh is currently a top producer at Broadview Mortgage in Santa Barbara California. She has over 11 years experience in the mortgage industry and began her career with a mortgage banker that specialized in Conventional, FHA and VA loans. Kelly has funded and closed approximately 2000 loans totaling over 800 million dollars.
In addition to Kelly’s sizable loan production, she also manages a highly motivated team of processors as well as trains new loan officers. Over the past 7 years she has held quarterly training sessions with new agents in local real estate offices. Kelly is an active member of a local women’s leads group, serving as the director from 2006-2007. Kelly’s exponentially growing business is 100% by referral, due to her strong relationships with her clients and business partners.
Kelly is a graduate of the Strategic Mortgage Planning University and has earned the Certified Mortgage Planning Specialist (CMPS) designation and is one of only 2700 certified CMPS® professional in the country. As a Certified Mortgage Planning Specialist professional, Kelly demonstrates a broad range of expertise in financial knowledge which includes Financial Market & Interest Rate Analysis, Cash Flow & Debt Analysis, Real Estate Equity Management, Real Estate Investment Planning and Mortgage & Real Estate Taxation Concepts. She applies these real estate investment strategies when analyzing a client’s mortgage, debt and home equity strategy into their overall financial plan.
One of the largest financial commitments is owning a home and Kelly has helped clients realize that their home is truly a valuable financial tool. She applies innovative strategies in achieving the dreams and plans they envision for their future goals.
Professional Designation: Certified Mortgage Planning Specialist, CMPS®, Licensed Real Estate Salesperson Since 1997
Languages Spoken: English
Community Involvement: Santa Barbara Networking Group
Geographic Area Served: State of California – mostly Santa Barbara and Ventura Counties
Client Testimonial: You not only move mountains for us but you take the time to explain the loan process in terms that we can understand. Thank you for your honesty and your straightforward willingness to share the names of good people you work with who have the same integrity in their business dealings as you.
Thank you so much for all that you did to help us own a piece of paradise. You went above and beyond and yet, we know full well that this is just who are you and how you show up in the world. Thank you for being such a professional and for all of your knowledge and hard work on our behalf. We feel so very fortunate to have had you handle our mortgage and to continue to support and guide us with the future financing of our mortgages.
Coastal Housing Partnership
PO BOX 50807 • Santa Barbara, CA 93150
t: 805-969-1025 • f: 805-882-1496