Mastering The Art of Human Connection

John Israel

We learned how to effectively connect all clients by understanding the innate needs that move clients to take action, by asking the right questions, implementing the proper follow-up, and learning to customize the transaction to the client’s specific goals, values and needs.

LEARN The Latest Lending Highlights​

We discuss what’s going on in the lending world. What are some changes that are happening that can affect your clients.

RECEIVE Trend & Sales Graphics

We provide graphics for you to use in your marketing efforts for online or print.

SHARE Marketing Ideas

We discuss marketing ideas and ways that we can grow our business together.

QUEST Speakers

We have Speakers that join us and help give new insights and great information.

Sponsored By

Carl Spiteri

I love to help people buy, refinance or get an equity line. As a mortgage planner and branch manager at Benchmark in San Diego, I bring more than 20 years of experience to my role as an adviser who identifies smart mortgage solutions customized for a person or couple’s financial situation. Over the years, I’ve helped thousands of people meet their overall financial objectives. I co-authored the book “Borrow Smart, Retire Rich.” 

What sets me apart from other mortgage bankers?
> Going the extra mile is a given.
> I use a tried and proven discovery process to learn about one’s financial circumstances, past, present and future. It helps me guide you into the best fit lending product i.e. buying a second home, what are your financial plans for it — investment or retirement? 
> My client-centric focus is the reason 90% of our business is repeat or referrals.
> Access to quality financing — whether a purchase loan, a refinance for lower rate, debt consolidation or cash-out for college or investment purposes.

To summarize, I strongly believe that financial literacy paves the way to financial success. I show people all of the financial options available — from the garden variety to unique out-of-the box choices. I figure out what makes dollars and sense and strive to explain it to them in the simplest and clearest terms.

Our Blog