Rachel guides you through every SoFi product · Strategy first, paperwork second
From your first purchase to a complex jumbo refinance, Rachel matches the right SoFi product to your exact financial picture.
Rachel's specialty. SoFi offers jumbo financing above conforming loan limits with competitive rates, flexible underwriting, and no PMI. Ideal for luxury purchases in FL, CA, and NY where property values demand larger loan sizes.
SoFi's On-Time Close Guarantee means your transaction won't fall apart at the finish line — a critical edge in competitive luxury markets. Rachel handles the strategy; SoFi's platform handles the speed.
Lower your rate, shorten your term, or restructure your loan. Rachel analyzes whether a refinance makes strategic sense before you ever fill out an application.
Learn more at SoFi →Unlock equity you've built and put it to work — home improvements, investments, debt consolidation. Rachel aligns it with your broader financial strategy.
Learn more at SoFi →A lump-sum loan at a fixed rate, secured by your home's equity. Predictable payments, strategic access to capital — ideal when you know exactly what you need.
Learn more at SoFi →A revolving credit line tied to your home's equity. Draw what you need, when you need it — a flexible tool for ongoing projects or liquidity management.
Learn more at SoFi →Government-backed financing with lower down payment requirements and flexible credit guidelines. A strong option for qualified buyers entering the market.
Learn more at SoFi →Exclusive financing for eligible veterans and active-duty service members — no down payment, no PMI, competitive rates. Rachel ensures you get every benefit you've earned.
Learn more at SoFi →Anyone can hand you a rate sheet. Rachel helps you understand which product actually serves your financial goals.
Before recommending any product, Rachel evaluates your full financial picture — income structure, assets, timeline, and goals.
Not every client needs a jumbo. Not every client should refi. Rachel tells you the truth, even when that means waiting.
Her relationship with clients extends beyond closing. When rates shift or your situation changes, she's already thinking about your next move.
Spend 15 minutes with Rachel. She'll tell you exactly what makes sense for your situation.