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Carlyle Financial is a mortgage lender offering a comprehensive suite of common-sense jumbo home loan products from our established partnerships with local community banks, credit unions, and specialty regional banks throughout California.

Each Client is Unique to Us

We tailor mortgage loans for your unique situation, whether you are self-employed, a real estate investor, or have income sources that don’t neatly fit into other lenders’ narrow boxes. For clients in the tech industry, we customize loan products specifically to include restricted stock unit (RSU) income for qualifying.

Our Relationships Benefit Clients

Customized service shouldn’t cost extra. While our financing solutions are unique, our rates are highly competitive - the benefit of our long-standing relationships with smaller institutions that aren’t accessible via traditional channels. Collectively, our team has arranged over $1.5 Billion in jumbo loans in California.

Our Clients are our Neighbors

We combine local perspective with a global outlook. Our high net-worth clientele includes individuals from Google, Amazon, Facebook and Salesforce as well as business owners, pro athletes and entertainment professionals. Our discreet approach has earned us accolades from business managers, CPAs and Realtors®.

What Our Clients Have to Say

Our finances were not what traditional mortgage lenders are used to–Most of our assets were in locked-up equity compensation from a former company, and I was about to start a new job where my compensation was also mostly comprised of equity. We had already been turned down by another lender that wasn’t willing to consider my entire compensation unless I had been at the company two years.

Within 5 days, we got a pre-approval that accounted for my equity income and were able to submit an offer that was ultimately accepted.

- Nick

Meet The Team

Our team at Carlyle Financial is experienced, hardworking, and dedicated to helping you meet all your financing needs and goals.


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In the News

Recent interviews with the Wall Street Journal, Business Insider and more.

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Local Outreach

From wildfire relief to CHLA to Phase One cancer research, we are grateful to serve our communities.

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Rated 5-stars Across the Board.

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"The whole process was smooth with exceptional level of service provided to me by Robert and his team."

- Nilensh
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"They help you overcome any issues, they explain what's going on, they are very patient throughout the whole process."

- Casey B
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"From beginning to end...we found the team capable and committed to delivering"

- Paul
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"They're very quick and respond right away. I highly recommend!"

- Chris L