Mary Anne Daly, Queen of the Loan & Radio Show Host

About Me:

As a Mortgage Planner and a licensed real estate broker specializing in real estate finance, Mary Anne brings more than 14 years experience in real estate to every transaction. She educates her clients and help them analyze the best loan options in the context of their whole financial picture. Her blog here on Active Rain is one place Mary Anne shares valuable information.

The other place you can find her talking about timely real estate topics is on her weekly radio talk show: Tea Time with Queen of the Loan every Saturday morning @ 8:30 AM on Clear Channel's KKGN Green 960 AM in San Francisco. If you're outside of the San Francisco Bay Area, you can also listen to the show live at www.green960.com.

Mary Anne points out the “While mortgage planners don’t give tax or investment advice, they are trained to maximize the use of safe strategies beyond rate and payment that provide substantial savings over time, like the seller buydown (www.sellerbuydown.com.), total cost analysis or rent vs own. Providing that kind of value to clients is priceless and is what drives my passion for this work.”

Her real estate career began at the age of 18, when she became a licensed Realtor in Maryland, She went on to property management and after working in the music industry with her husband, came back to real estate on the finance side in 2003.

In early 2008 she began to receive calls from CPAs and Realtors with clients seeking help with loan modifications and after extensive research, was asked to take over Trusted Mortgage Pro where she helped many homeowners workout lower payments with their lenders.

She remains a resource for homeowners on modification options.

Moving to California Mortgage Advisors in 2011 has enabled Mary Anne to offer clients the services of a seasoned mortgage banking company with 20 years in banking as well as brokerage, the best of both worlds with highly competetive rates, local underwriting and excellent service.

Mary Anne’s Credentials & Affiliations Include:

Magna Cum Laude Undergraduate degree in Mass Communications, Minor in Music Trained as A Certified Mortgage Planning Specialist in 2007

Licensed California Real Estate Broker specializing in Finance

Affiliate Member, Marin Association of Realtors, serving on the Education Committee

Member, National Association of Independent Housing Professionals

Sponsor, Women's Council of Realtors, Marin Chapter

She has lived in Mill Valley, CA since 1993 with her husband of 28 years and two sons.

Member of the Bay Area three-piece bluegrass trio Strange Creek since 2003.

Her "music video business card" was created to show you what a mortgage planner is while putting a smile on your face. Be sure to see it at www.queenoftheloan.com and let Mary Anne give you the Royal Treatment.

Areas of Expertise

What is a CMPS? A Certified Mortgage Planning Specialist has been trained to integrate your mortgage into your whole financial picture and educate and advise you when you are buying or refinancing your home, vacation home or income property.

We are dedicated to being the best in our field and have in-depth knowledge of the mortgage market, mortgage products and have pledged to uphold a code of ethics.

For a complete list of "Why You Need a Certified Mortgage Planning Specialist", see my blog post.

Testimonials

Thank you for making my purchase loan go so incredibly smoothly! From getting my loan approved the day after I signed the contract, to the good faith estimate being so close to the final closing costs, and keeping me informed every step of the way- all I can say is Wow! I cannot thank you enough for your professionalism. I really enjoyed working with you!

Patricia S.

Your work was amazing! You took me through every step of the way, reassuring me you’d do your best, while working around extremely difficult credit issues, including a bankruptcy that was too recent to be ignored. All the while you maintained the utmost integrity.

You obtained a 1^st mortgage for me with the lowest possible interest rate for a jumbo loan that only someone with the highest credit ratings would normally have received…and you not only did it in the time you said you would, it came through early!!! Your patience and attention to detail really paid off for me. Thank you!! Thank you!! Thank you!!

Leslie A.

I want to thank you for making this refinance process “stress free”. Our past experience with brokers were a nightmare. From this point on I’ve decided to nickname you the “A Team”. Just like the “A” paper you got me from the lender. Pam and I will refer you to everyone we know. We thank you from the bottom of our hearts. God bless you.

Mark G.

Thank you so very much for the time and extra-special attention that you gave us during our refinancing this past month. As you know, my husband and I were extremely busy with work and travel and just didn’t have the time to research and think through the best options for us. You analysis and thoughtful suggestions made the decision a “no brainer” and the process was a simple as we could hope for. We felt you took a personal interest in us and our situation – something we have never experienced in our previous transactions. I will be sure to contact you again should we need mortgage services in the future. And please expect to hear from our referrals too!

Mary & Paul W.

Mary Anne Daly provided excellent, professional service in refinancing our mortgage. She was friendly, courteous and helpful. She was able to save us over $300 per month on our monthly payments. We would highly recommend Ms. Daly to anyone considering refinancing our purchasing their home.

Robin & David G.