FINANCING SOLUTIONS
What We Do.
Boutique mortgage brokerage since 1998. We specialize in the situations where the right advisor matters most.
OUR SERVICES
A Full Range of Solutions.
Built Around Your Life.
For 28+ years, we’ve handled the complex scenarios other lenders shy away from — while also delivering exceptional results on everyday purchases and refinances. 100+ specialized programs. One trusted advisor.
Interest Rate Engine
Get Access to Some of the Lowest Rates Available!
PeachTree employs a proprietary interest rate search engine to ensure we offer among the most competitive rates. Our system scans hundreds of lenders simultaneously — comparing programs, pricing, and terms in real time so no opportunity slips through. Let us do the shopping for you!
First-Time Home Buyers
Your First Home. Our Full Support.
Buying your first home is one of life’s biggest milestones, and we’re here to make it seamless. From navigating loan programs to locking in the best rate, we guide first-time buyers every step of the way.
Complex Income Solutions
Self-Employed? Non-Traditional Income? We’ve Got You.
Most lenders divert complex-income borrowers into expensive bank statement programs. We don’t — because accurate cash flow analysis has been our core competency for decades. Our clients consistently qualify for the lowest available rates.
Property Purchases
Primary, Vacation & Investment Properties — We Close.
Purchases are more complex than refinances: contracts, deadlines, multiple parties. We’ve been closing them for decades — single family, condos, 2–4 units, investment properties, and commercial. We also know which lenders offer better rates on purchases than refinances.
Interest Rate Reduction
We Shop Every Lender. You Get the Best Rate.
We monitor lenders nationwide and the bond market in real time — your personal data stays private until you’ve accepted a quote. Rates change hourly; our diligence means we keep competing for you right through closing. We dropped one client’s rate by an additional .5% after they had already locked-in, saving them an additional $3,000/year! And we did this during a period of spiking interest rates!
Equity Tapping / Debt Consolidation
Put Your Home’s Equity to Work — Strategically.
Cash-out refinances are more nuanced than rate-and-term refis — loan-to-value thresholds can shift your cost significantly. We structure these carefully, helping you weigh exactly how much cash to pull-out against the full impact on your rate and monthly payment.
Investor Financing
Investment Portfolios, 1031 Exchanges, Fix-and-Flip, & Ground-up Construction.
Investment property financing requires careful thought: property type, titling, 1031 Exchange compliance, leverage versus cash flow. We’ve been closing investor loans for over 28 years, and we know how to structure them to maximize your returns while keeping you qualified.
Inheritance / Probate Financing
Inherited Property? We Navigate the Complexity.
Trust, estate, and probate financing involves a thicket of legal and tax issues. We’re extremely well-versed in inheritance financing and work directly with your attorney and CPA to facilitate a smooth transfer of title. We can refer you to both if needed.
Commercial / Apartment Financing
An Advocate in a Market That Needs One.
Commercial lending is slow, opaque, and fee-heavy, and competition hasn’t improved it. We shield you from any fees until both you and your property are confirmed financially qualified. You’ll always know exactly what to expect. That’s the PeachTree difference.
Mortgage Payment Elimination
Eliminate Your Mortgage Payment at 62+.
A modern reverse mortgage is more versatile than most people realize — buy a new home, pay off your existing mortgage, take a lump sum, or add a credit line. We even offer a hybrid reverse mortgage for clients with insufficient equity for a traditional program. If you’re 62+ and curious, let’s talk.
Equal Housing Lender/Broker licensed by California Department of Real Estate. Rates & Programs are subject to change without notice.
Ready to Get Started?
Let’s Talk About
Your Next Move.
Whether you’re buying, refinancing, building your dream home, or navigating a complex financial situation — we’re here to make the process feel simple.
8 am – 5 pm
