It’s More Than a Mortgage.
It’s a Plan Shaped by Your Story.
Our mission is to educate, empower, and guide borrowers through one of the most important financial decisions of their lives; with clarity, speed, humility, and open communication.
We exist to eliminate the confusion, fear, and misinformation that dominate today’s housing market. When borrowers understand the why behind each step, they regain control, and that’s where confidence begins.
Knowledge Is the Most Powerful Advantage in Today’s Market
The average borrower enters the mortgage process overwhelmed by rates, headlines, and conflicting advice. Education cuts through the noise. When you understand:
- how rates actually work
- why certain loan strategies fit your scenario
- what lenders look for
- how to prepare your financial profile
- you stop reacting to the market and start leading your plan
Our tools, calculators, guides, videos, and weekly webinars are designed to give Californians the confidence they’re missing and the clarity they deserve.
Because an educated borrower is a protected borrower.
Our Core Values
Every client is met with care and respect, no matter their background or where they are in their journey.
Education
We teach through a clear, step-by-step curriculum that makes the complex simple.
Empowerment
This is your journey. We help you take the wheel with confidence.
Speed
In a competitive market, timing is everything. We move quickly without sacrificing quality.
Humility
We serve with open hands and open minds. Every client is met with care and respect.
Communication
We believe in proactive, consistent updates. Trust grows in the space between conversations.
Take Control 3.0: A Clear Look at Today’s Housing Market
Join Dave Medina for a live educational bootcamp covering the current state of the mortgage industry, common misconceptions, how the new mortgage marketplace really works, and live Q&A tailored to your questions.
Meet Our Team
Join Our Team
Our team is growing fast and we’re always looking for smart and passionate people.
Backed By Experience
Alevate Group is backed by recognized experience, industry-leading training, and compliance certifications that ensure borrowers receive high-integrity guidance.
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Discover the available options and take charge through our curated education.