Robertson Mortgage Team NMLS# 120044

Robertson Mortgage Team NMLS# 120044 Planet Home Lending
NMLS 120044
PHL NMLS 17022
Licensed by the DFPI under the CRMLA That's our focus. Member, Certified Mortgage Planning Specialist Institute.

Confident, Respected Expertise

What is most important about your mortgage experience to you? Integrating the right mortgage plan into your overall financial and investment goals, including your Payment, Equity and Cash Flow objectives is key to your financial future. Did you know that the lowest rate with the wrong strategy can cost you more than a higher rate with the right strategy? The interac

tive, customized mortgage analysis we create with your help is designed to help answer these questions with transparency, so you can make informed decisions. Rick is a Branch Manager and Certified Mortgage Planning Specialist (CMPS(R)) for Planet Home Lending of Bellevue Washington. With over 18 years of mortgage banking and real estate experience, Rick is highly capable of handling even the most complicated financial or personal scenarios with confidence and expertise. In the ever-changing world of real estate and mortgage banking, Rick is a dependable, knowledgeable source of current information providing strategic direction to his clients, realtor partners and other financial professionals. Rick's expertise helps families cut through the information overload to ensure intelligent, transparent and responsible financial decisions are made by homeowners for themselves and their families. Community Giving: Rick understands that when we help others and accept gratefully, everyone is blessed. Rick and his team dedicate their time and resources to give back and help those in need to ensure the viability of our community. Rick served as a Board Member for Imagine Housing, helping Eastside communities with permanent, affordable housing for families in need. Rick also supports the Forgotten Children's Fund, as well as FareStart, helping our community's most pressing challenges - homelessness, joblessness, poverty and hunger. Rick was the recipient of the 2016 WAMP Business and Humanitarian Award as Outstanding Loan Officer of Washington state. Member, Microsoft Alumni Association. 2023 FIVE STAR Legend as seen in Fortune Magazine. 2023 FIVE STAR Mortgage Professional as seen in Seattle Magazine. Multi-year winner. Represents top 3% of licensed mortgage professionals in the Puget Sound.

5.0 star review received on Experience.com for Rick Robertson by Madonna M H - we have refinanced with Rick before.  He ...
02/28/2026

5.0 star review received on Experience.com for Rick Robertson by Madonna M H - we have refinanced with Rick before. He is very professional yet he comes across as a very compassionate person. If we had to buy or refi again he would be the 1st one we call and will gladely recommend him and Panet Home to others. Very seemless transaction.

Click to see all 338 reviews of Rick Robertson, Branch Manager | NMLS ID # 120044

5.0 star review received on Experience.com for Rick Robertson by Mykel R - TL;DR -  Rick is truly the best, if you can w...
02/24/2026

5.0 star review received on Experience.com for Rick Robertson by Mykel R - TL;DR - Rick is truly the best, if you can work with him, do it. There is no one better.

Rick is our trusted advisor in home buying and refinancing. We've now bought (and sold) 4 houses with him since 2012, as well as 2 refinances. Along the way we've asked him countless questions on the peripheral of mortgage management ranging from recommendations for a financial advisor (who we've now also been with for a decade!) to an insurance broker.

Rick is honest, responsive, and meets you where you are. He provides options and then listens to your feedback and adjusts. For example, we've never had a mortgage for longer than 5 years, so he provided a few options for ARMs this time around. But when we decided to stick with 30-year fixed, he zeroed in and watched the rates obsessively to lock us in at the best time. And it worked. In the entire process of our refinance, there were only a few "several hour windows" where we could have gotten as low of a rate, and never lower.

It was scary to wade into the world of real estate at 24 years old with no experience or knowledge. And from our first house in 2012 for $205k, to our current our home at $1m+, Rick has treated us with the same level of care and attention. It's a rare thing to find someone who is so consistently, reliably good at their craft, for so long. Rick is truly one of those people.

Click to see all 337 reviews of Rick Robertson, Branch Manager | NMLS ID # 120044

5.0 star review received on Experience.com for Rick Robertson by Carrie A G - RIck was supportive through the entire pro...
02/17/2026

5.0 star review received on Experience.com for Rick Robertson by Carrie A G - RIck was supportive through the entire process. I was going through a big life transition and he helped me explore best options, provided education, and was a pleaure to work with him. I will refer him to anyone I know looking for home lending options. Thanks RIck!

Click to see all 336 reviews of Rick Robertson, Branch Manager | NMLS ID # 120044

5.0 star review received on Experience.com for Rick Robertson by Susan G M - Met  our  needs,  and  timeline.
12/16/2025

5.0 star review received on Experience.com for Rick Robertson by Susan G M - Met our needs, and timeline.

Click to see all 335 reviews of Rick Robertson, Branch Manager | NMLS ID # 120044

5.0 star review received on Experience.com for Rick Robertson by Shaya N L - The entire Planet Home team was extraordina...
11/21/2025

5.0 star review received on Experience.com for Rick Robertson by Shaya N L - The entire Planet Home team was extraordinary from start to finish. True pros at handling complicated situations.

Click to see all 333 reviews of Rick Robertson, Branch Manager | NMLS ID # 120044

5.0 star review received on Experience.com for Rick Robertson by Samuel A R - Every part of the process went relatively ...
10/01/2025

5.0 star review received on Experience.com for Rick Robertson by Samuel A R - Every part of the process went relatively smoothly.

Click to see all 331 reviews of Rick Robertson, Branch Manager | NMLS ID # 120044

5.0 star review received on Experience.com for Rick Robertson by Evan G A - Rick made it his mission to make the process...
08/27/2025

5.0 star review received on Experience.com for Rick Robertson by Evan G A - Rick made it his mission to make the process as easy as possible for our family. He educated us, simplified the complex concepts, and took our calls anytime we needed him, which often fell on nights and weekends. Buying a home is a deeply personal milestone and it felt like it was personal for Rick too. He kept us feeling in control from our first conversation about preapproval through the moment we got the keys to our place. I wish I could buy homes more often because I'd love to work with Rick again!

Click to see all 330 reviews of Rick Robertson, Branch Manager | NMLS ID # 120044

5.0 star review received on Experience.com for Rick Robertson by Lauren L - Rick was outstanding; he combined deep indus...
08/22/2025

5.0 star review received on Experience.com for Rick Robertson by Lauren L - Rick was outstanding; he combined deep industry knowledge with a personal, client-first approach. He took the time to clearly explain options, answer questions, and make the process feel easy and stress-free. Rick was highly responsive, proactive in addressing potential challenges, and skilled at finding competitive rates and loan structures that fit each client’s unique situation. His professionalism, honesty, and dedication built trust and made him a true partner throughout the home financing journey.

Click to see all 329 reviews of Rick Robertson, Branch Manager | NMLS ID # 120044

5.0 star review received on Experience.com for Rick Robertson by Vanessa C A - Rick was a wonderful, supportive, educati...
08/21/2025

5.0 star review received on Experience.com for Rick Robertson by Vanessa C A - Rick was a wonderful, supportive, educational, and communicative partner during our lender experience. So grateful for his wisdom and guidance. Thanks, Rick!

Click to see all 328 reviews of Rick Robertson, Branch Manager | NMLS ID # 120044

4.5 star review received on Experience.com for Rick Robertson by Ann M V - Good communication,  lots of it and personal ...
07/01/2025

4.5 star review received on Experience.com for Rick Robertson by Ann M V - Good communication, lots of it and personal service. There were a couple times when I could have used more hand holding, but we got through it okay.

Click to see all 327 reviews of Rick Robertson, Branch Manager | NMLS ID # 120044

5.0 star review received on Experience.com for Rick Robertson by Taylor C C - Rick  was  very  helpful  for  the  many  ...
06/26/2025

5.0 star review received on Experience.com for Rick Robertson by Taylor C C - Rick was very helpful for the many questions we had as first time home owners. He walked us through all the steps and ensured we understood the process. We had a great experience with Rick and will refer him to others in the future without a doubt.

Click to see all 326 reviews of Rick Robertson, Branch Manager | NMLS ID # 120044

5.0 star review received on Experience.com for Rick Robertson by Evan A B - Rick's  patience with all  the  questions my...
06/24/2025

5.0 star review received on Experience.com for Rick Robertson by Evan A B - Rick's patience with all the questions my wife and I had and also the many Mortgage coach sheets that were made for us are all contributers to why we had a great experience

Click to see all 325 reviews of Rick Robertson, Branch Manager | NMLS ID # 120044

Address

12822 SE 32nd Street, Suite 200
Bellevue, WA
98005

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