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Nicole Sullivan

Business Development/Reverse Specialist

NMLS #1717992

Address
2855 Mitchell Drive, Suite 235
Walnut Creek, CA 94598
Contact
Cell phone
(925) 817-8689 (925) 817-8689
Email
[email protected]
Fax
925-854-5241
Specializes in
Home Equity Loans
Home Equity Loans
Recruiting Business Development
Recruiting Business Development

Awards

MEET YOUR LOAN OFFICER

About Nicole

I bring a wealth of financial services experience to my work as a reverse mortgage loan originator. I earned a degree in financial management from California State University, Chico, in 1995. Afterward, I joined my dream company, Franklin Templeton Investments, where I worked with clients, financial advisors, and management of top financial institutions. I also obtained my series 6, 63, and 7 licenses. I then went on to Stephens Investments, where I built a brand-new sales channel of the Wells Fargo Mutual Funds.

After creating this new territory, I took 18 years off to raise my children, Megan, Emma, and Colin, with my husband Casey. I continued my professional development by getting my real estate broker license and NMLS mortgage license. I also helped my father in his financial planning business, and my husband with his home lending business.

My passion for diversification, financial management, and home loans led to my dream of helping retirees. In 2019, I started on my reverse mortgage path, studying intensively for the next two years. In 2021, my husband and I decided to open our branch of CrossCountry Mortgage in Walnut Creek, California. We are a one-stop shop for all ages, covering both the traditional and reverse mortgage businesses.

I enjoy working on retirement planning with financial planners, and helping real estate agents become neighborhood experts. Most of all, I love providing clients with the personalized loan experience and outstanding customer service they deserve.

Blog

Recent Posts and Articles

Family not worrying about their finances since using the equity in the home to help pay off debts

Owning a home is fun and fulfilling!

What’s not to love about having a space that is entirely yours? You can paint your bathroom fuchsia, have hardwood in the master, put up a wild Mosaic in the kitchen, install a smart thermostat, you name it. After all, it’s your home!

Equally enjoyable are the other personal and financial advantages of being a homeowner: security and stability, equity and wealth building, and more! I’m here to help you get the most from your home financing — whether you’re buying your first home, moving up or downsizing to match your lifestyle, or refinancing your current mortgage.

Resources

Helping your home financing process go smoothly.

  • There are some major milestones on your road to home financing. As your loan officer, I’ll be with you every step of the way to make sure you understand each one and get through them quickly.

  • How much will your mortgage payment be? How much can you save if you refinance? Is it better to buy than rent? Use these online calculators to crunch the numbers and see for yourself.

  • I separate myself from other lenders by offering a broader selection of home financing options — from loans for first-time homebuyers to refinance programs for accessing your home’s equity.

  • Before you explore the endless options of home financing, some preparation is in order. Planning ahead for your mortgage is the key to an easier and more successful home financing process.

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