CUPERTINO, Calif., June 2, 2016 — Opes Advisors today announced that it was named in the top 25 mortgage lenders by retail volume and in the top 40 mortgage lenders by dollar volume for 2015 according to Scotsman Guide. Additionally, Opes Advisors congratulates three of its mortgage advisors: Nikki James, Tracie Southerland and Ryan Buckholdt, for finishing in Scotsman Guide’s list of the nation’s top mortgage originators.
Scotsman Guide is a leading resource for mortgage originators and publishes residential and commercial editions of its magazines which reach tens of thousands of subscribers. The magazines connect mortgage originators with wholesale and commercial lenders and Scotsman Guide compiled its list from thousands of mortgage professionals and organizations across the country.
“We are delighted to be named in the top 25 in terms of retail volume and in the top 40 in terms of dollar volume by Scotsman Guide,” said Susan McHan, Co-Founder, CEO, and President Mortgage Banking Division at Opes Advisors. “In addition, I would like to acknowledge Nikki, Tracie and Ryan for finishing so highly among the nation’s top mortgage originators. To have one mortgage advisor listed is an honor but to have three is a reflection on the organization and an inspiration to everyone at Opes Advisors.”
“I’m honored to be named on the Scotsman Guide’s list of the nation’s top originators,” said Nikki James. “I am fortunate to work with amazing clients and referral partners and this recognition is a reflection of the incredible relationships I’ve built with them.”
“I have an extremely supportive team at Opes Advisors and I couldn’t do what I do without them,” said Tracie Southerland. “I’m lucky to work with some of the best Realtors in the state and together we have helped many of our clients achieve their goals and dreams.”
“I’m thrilled to be ranked by Scotsman Guide as one of the nation’s top originators,” said Ryan Buckholdt. “I’m lucky that I’ve an extraordinarily supportive team at Opes Advisors and that we can move quickly and decisively to close loans and keep our clients happy.”
About Opes Advisors
Opes Advisors has developed the first real estate decision technology to fuse financial planning with mortgage lending services, providing clients with a personal financial model that empowers more effective life decisions, such as buying a home. As both a leading, full-service mortgage bank and financial advisory firm, we offer a wide range of competitively-priced mortgage programs, as well as financial planning, investment management, and real estate investment advisory services. Opes Advisors has 34 locations in California, Oregon, and Washington.