Client Concierge


NMLS 1387300
(208) 964-9152

About Emma

Communication is critical when it comes to coordinating with clients. A document that is missing in a loan submission can create unnecessary underwriting conditions creating delays. Emma-Lee's witty retail experience makes for the perfect approach to getting things tastefully done. From start to finish, nothing is complete until every check-box is ticked.

Latest client remarks

Emma-Lee is a life saver. She personally met me at work, collected my documents and secured it, and made the process of handling my initial Pre-Approval a breeze with her broker's team. This is a lost art and I appreciate the personal touch!

My thoughts: A personal touch does include personally handling clients at their best convenience. Although technology is our strength, so is a tractional approach to client service.


• Client coordinating

• Communication for parties in a transaction

• Preparing digital cloud files for the processing team

Account Executive

My role with the company as a Client Concierge Assistant, is to make the coordinating of documents, communication, and initial process an efficient one. Every part of the underwriting process is affected by my performance at the beginning.

Paula E.

After all these years, we've built a friendship and trust with our family's home financing needs.

Dawn R.

Kelcie was persistent in finding us the right home and the best possible negotiations. We are happy with our real estate and lending results!

Ronald T.

Working with Isaiah and Cristina didn't disappoint! Finding investment property is not easy in this market.

Rosie T.

The bank turned us down and TRG was there to help us refinance, cash out, and improve our home.

Jason G.

I'm one of those people who needs to know what's going on all the time, especially as first-time buyers.

Mara S.

Keila was able to rush a Pre-Approval that got us into escrow quickly! She made the process easy!

Manuel R.

Zelma was very caring and her sense of urgency is what earned my trust 100% throughout the entire process to a close.