Press
Read about Opes Advisors in the news!
April 2020
March 2020
Top 1% Mortgage Originators in America 2019
March 19, 2020October 2019
Welcome Charlotte, NC
October 1, 2019August 2019
Welcome Providence, RI
August 13, 2019June 2018
Flagstar Bank Achieves the #3 Spot in Top Overall Volume
June 20, 201814 From Opes Advisors Named to “Meet the Best” Rankings
June 4, 2018Is it Time to Harvest Your Home Equity? | The Seattle Times
June 1, 2018May 2018
Ways To Cash In On Your Home Equity | The Washington Post
May 17, 2018Opes Advisors Ranked #2 Residential Mortgage Lender by North Bay Business Journal
May 16, 2018Flagstar Bank Named One of The Best VA Loan Companies & Lenders
May 7, 2018April 2018
Fourth Year In A Row For Opes Advisors As A Top Mortgage Company
April 23, 2018Can You Use Restricted Stock To Buy A Home?
April 18, 2018Four Top Originators From Opes Advisors Named to Scotsman’s Annual Rankings
April 2, 2018Five From Opes Advisors Ranked on Best Mortgage Lenders 2018
April 2, 2018March 2018
Flagstar Bank Receives Fannie Mae’s STAR Performer Award for Third Straight Year
March 28, 2018What It Takes to Refinance a Jumbo Loan
March 26, 2018Opes Advisors Welcomes Executive Sales Recruiter Steve Rennie To Its Leadership Team
March 26, 2018Do you have sellers who are stuck? Here’s how to set them free
March 22, 2018Getting to Yes: Why More Agents Are Turning to Opes Advisors
March 7, 2018February 2018
Opes Advisors Awarded Two Spots on List of Top 200 Mortgage Originators
February 26, 2018Opes Advisors Claims 20 Spots on Top 1% Mortgage Originators List
February 26, 2018Eric Goldschlag Elected Vice President of Sonoma County Alliance
February 7, 2018Buying Before You Sell: Opes Advisors Explains Bridge Loans & More | RealEstateRama
February 1, 2018January 2018
Not All Loans Are Condo Loans | RE Technology
January 31, 2018Sara Monzo of Opes Advisors, A Division of Flagstar Named One Of The Most Influential People In Mortgage
January 30, 2018Flagstar Bank Named a Top Mortgage Employer
January 26, 2018December 2017
Busting Millennial Home Buying Myths | RE Technology
December 19, 2017September 2017
More than a ‘Doctor Loan,’ Opes Advisors Intros New Home Financing for Professionals | RE Technology
September 29, 2017July 2017
4 Ways Real Estate Agents Can Better Manage Their Wealth | REALTOR® Magazine
July 21, 2017If interest rates rise, how can it be the best time to buy? | RE Technology
July 19, 2017June 2017
What Not To Do When Buying A Home | RE Technology
June 21, 2017Wendy Sisneroz Joins Opes Advisors | Press Release
June 13, 2017Top Mortgage Lender 2016 | Scotsman Guide
June 1, 2017May 2017
Opes Advisors Expanding To All 50 States With Acquisition By Flagstar Bancorp | Inman
May 16, 2017425 Magazine | Josh Donion Voted Best Mortgage Advisor for “The Best of 425”
May 3, 2017April 2017
Mortgage Executive Magazine | Two from Opes Advisors Selected for 100 Most Influential Mortgage Executives
April 19, 2017Mortgage Executive Magazine | Opes Advisors Named a Top Mortgage Company for a 3rd Year in a Row
April 19, 2017Scotsman Guide | Top Originators 2016
April 12, 2017March 2017
Press Release | Opes Advisors Named “50 Best Companies to Work For”
March 24, 2017February 2017
Mortgage Executive Magazine | Top 200 Mortgage Originators in America
February 24, 2017Mortgage Executive Magazine | Opes Advisors Ranked as a Best Company to Work For
February 24, 2017Mortgage Executive Magazine | Top 1% Mortgage Originators in America
February 24, 2017RE Technology | Don’t Let Your Customers Hit the ‘Pause’ Button Because of a Rise in Mortgage Rates
February 16, 2017Press Release | Opes Advisors Named Top Purchase Lender in San Luis Obispo County for Second Consecutive Year
February 7, 2017National Mortgage Professional | Opes Advisors Named as a Top Mortgage Employer
February 1, 2017January 2017
RE Technology | 4 Ways Real Estate Agents Can Better Manage Their Wealth
January 30, 2017Press Release | Opes Advisors Relocates Santa Barbara Office
January 18, 2017Inman | CEO Susan McHan Listed as a Real Estate Influencer of 2017
January 5, 2017December 2016
National Association of Mortgage Brokers & National Mortgage Professional Magazine | Loan Originators Acting as Investment Advisors
December 30, 2016OnWallStreet.com | Lender’s Tech Approach Blends Mortgages with Financial Planning
December 23, 2016Financial-Planning.com | Lender’s Tech Approach Blends Mortgages with Financial Planning
December 23, 2016American Banker | ‘Nobody Was Doing It’: Lender Offers Financial Planning
December 23, 2016Inman | Podcast: How to Build Wealth Today and Into Retirement
December 21, 2016National Mortgage News | ‘Nobody Was Doing It’: Lender Offers Financial Planning
December 21, 2016Press Release | Opes Advisors Partners with Blend to Digitize Mortgage Experience
December 5, 2016RE Technology | A New Way to Look at the Mortgage Preapproval Process
December 5, 2016November 2016
Inman | Opes Advisors Offers Buyers and Agents ‘Twice the Advice’
November 29, 2016Press Release | Opes Advisors to Celebrate Opening More Doors for Modesto Home Buyers
November 2, 2016July 2016
Opes Advisors. Smarter than your average mortgage company.
July 13, 2016June 2016
Opes Advisors Ranks 25th by Retail Volume and 40th by Volume Says Scotsman Guide
June 2, 2016May 2016
Opes Advisors Announces John Sutherland Joins Its Sonoma Branch
May 24, 2016Real Estate Market Reports Names Opes Advisors as Top Purchase Lender for San Luis Obispo County in 2015
May 10, 2016January 2016
Kyle Bailey and Peter Rascon Join Kirkland Branch of Opes Advisors
January 28, 2016Press Release | Opes Advisors’ Sara Monzo Named to National “Top 40 Under 40” List
January 26, 2016Opes Advisors’ Sara Monzo Named to National “Top 40 Under 40” List
January 26, 2016November 2015
Opes Advisors’ Robert Lipston Named Outstanding Mortgage Professional
November 26, 2015September 2015
Opes Advisors Expands in Washington with a New Branch in Spokane Led by Troy Sims
September 22, 2015June 2015
Opes Advisors Expands Leadership Team to Transform Real Estate Financing
June 26, 2015April 2015
Sara Monzo Named Opes Advisors’ Northwest Director of Marketing
April 26, 2015Bonnie Cotta Named Opes Advisors’ Business Development Manager
April 26, 2015January 2015
Landmark Mortgage Group Partners with Opes Advisors
January 26, 2015July 2014
Opes Advisors Expands to Washington State
July 14, 2014February 2014
Opes Advisors CEO Susan McHan Speaking to San Mateo County Women’s Council of Realtors
February 12, 2014Kristie Cahill, CFP® Newest Wealth Advisor for Opes Advisors in their San Francisco – Jackson Square Office
February 5, 2014Opes Advisors’ Susan McHan recognized in the Top 100 Most Influential Mortgage Executives in America
February 3, 2014Opes Advisors Announces New San Jose – Willow Glenn Branch
February 1, 2014January 2014
Mortgage Industry Forecast Co-presented by Industry Insiders Susan McHan and Rob Chrisman
January 29, 2014November 2013
Anna Ruotolo and John Ebner to Speak at the 2013 REALTORS® Conference & Expo Conference to be held November 8-11 in San Francisco
November 17, 2013September 2013
Opes Advisors Announces Opening of New Morgan Hill Branch Office
September 19, 2013Mortgage Advisor Mari Mahoney joins Opes Advisors in Pleasanton
September 9, 2013May 2013
Opes Advisors Announces Launch of New Bridge Loan Program
May 20, 2013Anna M. Ruotolo Joins Opes Advisors as Vice President of Business Development for Mortgage Banking Division
May 1, 2013December 2012
Realtors Speak: Finding Lenders in San Francisco. Nerdwallet.com asks local Realtor Matt Fuller how buyers should choose a good mortgage lender in San Francisco. Fuller recommends Opes Advisors’ Tracy Andreini as his preferred choice
December 17, 2012June 2012
Opes Advisors Announces Opening of New Pleasanton Branch Office
June 20, 2012February 2012
McHan predicts it’s the prime season to buy a home. Mercury News report on a talk Opes Advisors CEO Susan McHan had with the Silicon Valley Association of Realtors (SILVAR)
February 8, 2012December 2011
Nor Cal Home Loans Rebrands to Partner Firm’s Brand Name Opes Advisors, to Strengthen Its Offer
December 7, 2011August 2011
Mortgage Advisor Steve Papapietro joins Opes Advisors Palo Alto office
August 8, 2011July 2011
Executive Chairman Jonathan Lee interviewed in Marin Magazine, “Optimizing Your Financial Horizons.”
July 26, 2011April 2011
Opes Advisors Announces Opening of New Santa Cruz Branch Office
April 6, 2011March 2011
Opes Advisors Announces Ann Timoney Achieves Certified Financial Planner™ Practitioner Certification
March 9, 2011December 2010
Opes Advisors Announces Julie Thall Promotion To Branch Manager Of Opes Advisors San Mateo Office
December 7, 2010September 2010
Opes Advisors named to Inc. Magazine’s 2010 List of Fastest Growing” Privately Held Companies for Second Year
September 10, 2010June 2010
Opes Advisors Named Top Medium-Sized Work Place in the Bay Area by Bay Area News Group
June 26, 2010May 2010
Opes Advisors Announce Alliance with Landmark Mortgage Group to Expand Reach to Tri Valley
May 5, 2010April 2010
As included in the Palo Alto Weekly and Menlo Almanac 2010 Spring Real Estate “Mortgage Market Takes a Breath”
April 26, 2010San Diego Business Journal article, “Lenders Redirect Attention to First-Time Homebuyer Segment”
April 5, 2010March 2010
San Jose Mercury News, “New mortgage form delivers mixed message”
March 11, 2010
