Select Page

Real Estate and Lending

Better Together

Lori Smith

Realtor and Mortgage Banker


CA BRE# 01125965 | NMLS# 288396

About Lori

My Philosophy

It’s about the client being first.  When I represent you as a buyer or seller, I work with you to identify your goals for buying or selling a home. Your goals are an action plan I will pursue on your behalf. When I act as your mortgage loan officer, I will go further and help you to analyze the short and long term financial goals of your purchase as it relates to your overall wealth strategy.


  • Licensed 29 Years
  • Pleasanton resident since 1969
  • Pleasanton Neighborhood Specialist
  • Contract Negotiation Specialist

I’ve lived in Pleasanton all of my life, and love the East Bay. Working with people to realize the dream of home ownership has been my passion for 30 years. There truly is no place like home.”

Real Estate and Lending, Better Together

A good mortgage professional and Realtor combination is hard to find. But once you find one, it can be very advantageous.

  • Better control of the entire process
  • Faster closings
  • Less coordination
  • Fewer personal information inquiries
  • Quicker response
  • Most of all, better pricing

You win when you use a real estate agent who can do your loan at the same time.

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 helped us purchase a home in July 2018 and she was such a blessing to us. This was our first home purchase in the US and Lori was so patient with our questions. She explained every step in the process for us, she worked tirelessly around the clock and was constantly available to communicate. I could not have imagined going through this process with anybody else. She felt like a true partner throughout the process and I always felt like she had our best interest in mind. I would highly recommend her to anybody buying a home or refinancing.”


The Conleys

“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 is so on top of all the deadlines and details which allows us to go about our daily business knowing she is in constant contact. Makes it all so easy but I know she’s working hard to complete our transaction. I plan on working with her again. Always available when we need her is most comforting.”



“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.

“Lori Smith was amazing! She helped us get our dream and in a tight time line! There are so many things to keep track of and Lori was on top of everything. I don’t know what we would have done without her. We are so thankful.”


Laura H.

Reach Us

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

Leave A Message

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