About Planatek

Serving all over California, we offer several convenient and secure options to apply for a loan. We suggest using the short application unless you have been instructed by your loan consultant to fill out a full application. Once your application has been submitted, shortly thereafter you will be notified on what rate you qualify for. You have no obligations by filling out any of our applications. So you have nothing to lose, except the money you will be saving.

Our Mission

Our Mission is to continually and consistently provide personalized relocation solutions to our clients and relocating employees while maintaining the highest degree of honesty and integrity.

Why apply with us

Multiple Loan Options

Offering many different loan options, we find the best solution for your needs.

Competitive Rates

With years of being the standard of excellence in our industry, we will find you the best rate possible.

Superior Service

We strive to provide the greatest service possible for all of our clients.

Our Success Stories

Our partners work with us because they believe in the value of our platform.

“Roshe and Simone have the best reputation in our area for a great reason ….they are amazing!!! They really know the industry and are incredibly dedicated to helping their clients. I highly recommend.”

Karen P.

“What a delight Roshe and Simone are. Everything was handled very professionally and in an expeditious manner. They are true professionals. Their staff is very efficient. I am living my dream thanks to these ladies! If you ever need a mortgage broker I would highly recommend them!!”

Kat F.

We are here to help you

“The key to your mortgage success.”

Apply For a Loan

Looking for a home loan or refinance? Then apply today!

Get Appointment

Call us at



Contact us

Talk to an Advisor

Need loan advice? Talk to a licensed loan officer!

Meet The Advisor