Blue Review September 2019

Lisa Agron has been in the Lending industry since 1997.

She migrated into mortgage lending in 2003, where she found a passion in providing sound financial advice and guidance for home owners of all ranges, from First time home buyers, move up buyers, investors and for those finding their forever home.

Lisa’s mortgage approach involves looking at all facets of her clients financials.  The interview stage can open up questions the borrowers may have that requires other professional information, which is why Lisa works with other professional partners she can direct her clients to for additional financial guidance.

“The short term play is always to get our clients into their new home.  The long term play is making sure our clients can achieve their long term financial goals.  We do this by teaching our clients about using their mortgage as a tool to achieve their goals in wealth creation and sustainability.”

Ambassador Highlights

“Lisa sees her business as selling the story of the client. She is somewhat of a counselor & takes into consideration their entire life health! As Lisa would say: yes it is a transaction but everything about it is personal!”

“Finance of America Cares in an employee funded foundation giving back to our local communities as needed.”

“Lisa began her lending journey in 1997 with automotive financing. She transitioned over to mortgage finance in 2003.”

“She sees the whole picture of financial health, not just the home loans. She builds a team of referral sources around her so she can set up her clients for ultimate success in life not just the home purchase.”

“Lisa teaches people to use their mortgage as a tool, so when they retire they are retiring right.”

Areas of expertise


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