Lo

Kaveh Sartipi

Sr. Loan Officer

NMLS ID# 247776

200 Pringle Ave.
Suite 300
Walnut Creek, CA 94596

Cell: (925) 708-7178
Kaveh@SartipiTeam.com

A REFRESHING APPROACH TO LENDING

Get the information you need for your next home! Kaveh Sartipi is a Sr. Loan Officer for Summit Funding. Kaveh has been in the mortgage business for 14 years and has been a top producing loan officer for several years. 

Kaveh has been a Certified Mortgage Planner for Summit Funding since 2016. Previously, he worked for Mason-McDuffie Mortgage, RBC Mortgage and Diablo Funding Group as a Mortgage Consultant. As a certified mortgage planner serving homeowners in the San Francisco Bay Area, I enjoy assisting with clients in determining the most appropriate mortgage product for your unique needs. My greatest strengths are my commitment to your needs, communication skills and enthusiasm for helping you.

My service begins with listening.  In our initial appointment, we will sit down and discuss your questions and concerns. We will address your short and long term goals, and then I will recommend the various loan programs that meet those goals. 

My business is based upon integrity and building lasting relationships with my clients. I intend to be there for your second, third and tenth loan. You can rest assured that I will maintain absolute confidentiality about your financial matters.

I graduated from the University of Southern California with a Bachelor of Science degree in 2001 and started my career in mortgage lending in 2002. In 2007, I was honored as the top-producing agent for Mason-McDuffie Mortgage and I have been consistently honored as a President’s Club member.

In 2010, I was awarded the Affiliate of the Year award for the Realtors’ Marketing Association. I’ve served on the Advisory Council for the REALTORS’ Marketing Association in 2010, 2013, 2014 and was the association’s Treasurer 2011 & 2012. In 2015, I was honored to be inducted into the Association’s Hall of Fame. 

I love my chosen career and look forward to being a resource for your real estate needs. 

Using our online loan application, you can take your time and complete your application whenever it’s convenient for you. And, you can always save your work and come back and complete it later if you need to.

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Documents Requested: 

By law, I cannot require you to provide any documentation for a pre-qualification, but you can volunteer it if you want. The following is a list of documents typically used for a pre-qualification.  To expedite the processing of your loan, we request that you securely email or fax all forms and documentation that is listed below prior to your consultation. We value confidentiality, and can send you a secure email that you can attach all items to. Just let us know when you are ready with your documents and we can send you a secure link to upload your documents. 

  • W2s for the most recent two years
  • Complete tax returns for the most recent two years
  • Paystubs covering the most recent 30 days
  • Bank statements for the most recent and consecutive 60 days. ALL PAGES.
  • Photo copy of valid U.S. picture ID (Driver’s License, passport)
  • Asset account statements for the most recent and consecutive 60 days (IRA, 401K, Investment accounts, etc.) ALL PAGES.
  • Human Resource contact information for employment verification
  • Homeowner’s insurance agent contact information

If Applicable:

  • Bankruptcy papers (including all pages and discharge paperwork)
  • Divorce decree or child support court order

Refinancing:

  • Most recent mortgage
  • Home insurance declaration page
  • Most recent HOA statement (if Applicable)

Purchasing

  • Copy of earnest money check, once you’re in contract.
  • RENTERS ONLY: Contact information for your current property manager. If you’re renting from a private landlord, please contact our team and we’ll let you know what is needed.

If Self-Employed:

  • Complete business tax returns for the most recent two years

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