Real Estate and Lending

Better Together

Lori Smith

Realtor and Mortgage Banker


CA BRE# 01125965 | NMLS# 288396

About Lori

Dorothy said it in the Wizard of Oz too. “There’s no place like home.” I enjoy working with people to realize the dream of home ownership. My priority is to spend time with my clients to find out what is important to them about their mortgage loan.

Helping my clients integrate their mortgage into their overall short and long term financial goals is my primary  job. What are your financial and investment goals? What are your payment and equity objectives?

Obtaining a mortgage will likely be the single largest financial commitment you’ll make. Obtaining the right mortgage could be the most significant factor in your financial future.

Financing real estate for over 29 years, I’m committed to providing honest, exceptional service- and to building a level of confidence and trust with my clients that will encourage them to refer their family, friends and associates to me as well.

The Homebuying Process

The Pre-Approval

When purchasing a home, a pre-approval is the first step to knowing what you can afford and receiving accepted offers. To find out what you qualify for, simply fill out the form below and get a personalized quote.

Home Search

Finding the right home can oftentimes take several months. However, a good first step is to discover which neighborhoods best match your needs, and then narrow down the homes by identifying the amenities you want.

Making an Offer

One of the most difficult aspects of the buying process is getting an accepted offer. Competition for homes is at an all time high, making it even more important to get your offer in asap, when you find the home of your dreams.

How We Help Sellers

  • Work With A Local Real Estate Expert
  • A Commitment To Get The Best Price
  • List Your Home On All Major Listing Sites and Local MLS’s

How We Help Buyers

Because our agents are licensed as both Real Estate Agents and Loan Officers, many are able to provide the following benefits:

  • Personalized Mortage Guidance
  • Work With Less Professionals
  • Flexibility With Loan Structure And Real Estate Transaction Negotiation
  • We Want To Save You Money!

What People Like You Are Saying About Lori

“Being a first time home buyer it was a huge blessing to have the help of Lori Smith! She helped me through the process entirely and was available to the random questions during and after the buying process. I would absolutely recommend her to anyone in need of a loan agent! She is the best of the best!” ⭐⭐⭐⭐⭐

Danielle R.

“Lori was the broker for our new home in 2013. She was and her team were professional and efficient. She kept us appraised along the way and was a delight to work with. A year later, she reached out to us again and was able to get us refinanced at a much lower rate. I will definitely work with Lori the next time I need a Home Mortgage or re-finance.” ⭐⭐⭐⭐⭐

Ed L.

“Lori helped me apply for a mortgage when I was finishing my maternity leave and my income (on paper) looked a little shaky. She patiently explained every step and helped me get extra paperwork needed to finish the loan and get my dream home! Hopefully I won’t have to buy a home again, but if I do, I’ll give her a call for sure.” ⭐⭐⭐⭐⭐

Robin R.

Reach Us

Don’t hesitate to reach out by phone or email!
855 Main Street, Suite 201
Pleasanton, CA 94566

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Real Estate Broker – CA Bureau of Real Estate Lic # 01174694 | A.K.T. American Capital NMLS # 264422