About Atherton Mortgage

Atherton Mortgage provides financial solutions for professionals, their clients, individuals and
families to assist in accomplishing their goals. Many of our clients are referrals from legal, taxation,
family planning, insurance and investment professionals assisting in achieving their client's goals.
In the Real Estate process, we have been fortunate to serve the professional community for
their personal needs as well.

Our true, long term relationship with you begins with the closing. When we handle every
transaction in a manner that creates the highest degree of client satisfaction possible, we have
earned your business, as well as all of your referrals. We do this in three macro steps.

1.We analyze your current financial situation (where you are now), and, through the interview
process, establish your priorities, regarding your financial wishes (where you want to be). We then
match your current financial situation & future financial wishes with a mortgage solution that is
tailor made to your goals (it gets you on the road to where you want to be) that best aligns with
your life style. 

2. Once the client and Atherton Mortgage have agreed on the loan program, we expeditiously
close the transaction with the least amount of inconvenience.

3. Once the loan closes, our job truly begins. Through consistent application of our database & client retention program, We stay in touch on a regular basis, advising you on how to best help overcome your challenges, adding true value to the relationship. In the long term, we provide you with a “one stop shop” for all current market trends & professional services referrals.

Thus our mission is to create “raving fans” about our company by providing customer service that
is “Legendary” not just “satisfactory.”

In conclusion, we earn the right to be a trusted financial advisor by providing you with so much
value that you consider us to be an integral part of your lives. At this point, you have become
clients not just for one transaction, but for life.

Give us a call today at 801-226-6334 for a free, personalized consultation. You can also apply online. It is fast, secure, and easy.

Why wait? Let us go to work for you!