Your Path to Smart Financing Starts Here

Simple steps. Strategic guidence. Proven results.

How It Works — 5 Strategic Steps

Discovery Call & Strategy

We begin with a personalized consultation to understand your goals — whether you’re buying, refinancing, investing, or building. This sets the strategy.

Document Review & Pre-Qualification

Upload your documents through our secure portal. We’ll evaluate your file, credit, and financials to identify the best-fit loan programs.

Loan Structuring & Customization

We design your loan strategically — based on your timeline, needs, and future goals. We handle self-employed, investor, and complex files with care.

Processing & Underwriting

We manage your file from submission to approval with updates at every stage. We solve problems before they arise and move quickly.

Closing & Ongoing Support

We guide you through closing, funding, and next steps. Our relationship continues after closing — from refinances to wealth-building strategies.

Why Clients Choose Team Yen

25+ Years of Experience

We've seen it all - and know toe navigate complex deals.

Tailored Loan Strategies

Not one-size-fits-all - every file is cus-tom-structured.

Full Loan Spectrum

Residential, commercial, construction, private - all in-house.

Nationwide Access

Wherever you are, we've got you covered.

Speed & Communication

You'll never wonder where your file stands.

Long-Term Relationships

We're here for every life stage - not jsut the first deal.

What Our Clients Say

Real stories. Real results.

I’ve worked with Susan and her team on both residential and commercial loans. They always know the latest guidelines, and they structure deals others can’t.
Carlos M.
– Real Estate Developer
As a first-time buyer, I was nervous. But the Team Yen process made everything feel clear and easy. I was educated at every step.
Olivia T.
– New Homeowner
Most lenders just quote rates. Susan built a strategy around my long-term goals. That’s what sets Team Yen apart.
Darnell S.
– Investor

Ready to start your own success story?