Mortgage Trust Directory & Profiles

I started working at Mortgage Trust in 2007, after many years elsewhere in the mortgage business. In the past I worked as an originator with Wells Fargo and GMAC at the retail level. Prior to my professional experience, I earned a bachelor of business degree in marketing from University of Technology in Sydney, Australia.

My specialties lie in Federal Housing Administration work, in helping borrowers get out of sub-prime loans through credit counseling, and in investment properties. I enjoy my work with Mortgage Trust because of the fabulous people, great team environment, nice office space, and great support staff.

My goal in the mortgage business is to always give clients the best possible advice, even if that means NOT doing a loan for them. I'm not afraid to tell clients something they don't want to hear because I believe that considering their best interests makes for smart decisions and their best long-term financial health.

Outside of work, I spend time fixing and remodeling my house, gardening, and working on and collecting vintage hi-fi equipment. I also participate in community-enrichment events, such as the SOLV beach clean-up and Friends of Trees tree-planting days.

Testimonials

"When working with a mortgage broker, my primary concern is how my clients are treated. They need a product that fits their needs, open communication and  their loan to close on time. Alan has not only worked with many of my clients but has also been my personal mortgage broker for years and never disappoints. He exceeds my expectations and I would recommend him to anyone who needs home financing." - Christina

"Buying a home with Alan has been the best experience. Not only did he take the time to make me well-informed about the end-to-end process, he also kept in touch and worked hard to anticipate any and all issues that might have come up. He's professional, thorough, and does everything with a smile and makes you feel like you're a friend, not just another client. In me Alan has earned a lifetime customer." - Nicholas

"I've worked with Alan on 3 refi's. On my last loan, Alan called me to let me know that he could save me almost $400/mo with a new loan." - Tim

"We've worked with Alan on two new home purchases now, and each time he's gone above and beyond to make sure we were well informed, had the mortgage that was right for us, and were comfortable with our decision. We wouldn't consider working with anyone else." - Alex

"My wife and I enjoyed working with Alan, both on our original mortgage and our refinance.  He treated us very well, and made the experience easy and pain free." - Shane

"Alan not only did a terrific job for us on our recent home loan refinance, but he positioned us to a better financial future by taking the time to evaluate our entire financial situation, found creative solutions, and ultimately referred us to another lender that met our needs for a home equity line of credit. We are very impressed with his professionalism and tireless work ethic, specially his willingness to consider financial resources outside of his domain. Alan will not disappoint." - Joseph & Gail

"Alan was a pleasure to work with.  He was very accommodating with regard to our busy schedules and worked hard to find us a loan that fit our budget and available cash pool, even in today's tough market.  We'd definitely work with Alan again, and recommend him highly to others." - Steve & Elizabeth

"I thought I would have to wait years to own my own home after my divorce and filing bankruptcy. I went to Alan as he was recommended to me by my realtor. He worked wonders and I am now the proud owner of my own home for almost 4 years now. I love my house and have since recommended Alan to many of my friends who are also very happy with their loans and new purchases." - Tammy

"As Real Estate Agents we know how important it is to work with an expert in the Mortgage industry. Alan Burkhart provides this expertise for us. We have worked with Alan on several transactions and have found him to be very knowledgeable and skilled in mortgage lending and we can always trust him to get the loan completed in a timely manner. Alan continually stays in contact with all parties of the home purchase and keeps everyone informed of the loan status. This ensures a smooth transaction and timely closing. We have had a couple of challenging situations where approval and funding of a loan were necessary in a short period of time. Alan went the extra mile to secure a loan for our clients to ensure our transaction closed. He is definitely an expert in the mortgage lending field and is greatly appreciated.." - Daryl & Teri Sato    JR Sato Realty LLC