Who We Are

A team of nationally recognized mortgage professionals.

Carlyle Financial is a mortgage bank based in Beverly Hills with a commitment to clear and simple home loan solutions.

We are known for our flexible and versatile loan processes, our common sense approach to lending, our innovative use of technology, and highly personal client service.

Power of a mortgage bank

As a mortgage bank, we bring together a variety of lending products that can accurately and efficiently meet all of your individual needs.

Clients, not customers

Closing your home loan is only the beginning of a growing relationship with Carlyle Financial.

Responsible lending

We promote sustainable homeownership, providing you with information that helps you to make effective decisions.

Our Vision

  • Save you time with simple, yet efficient processes. 

  • Provide personalized attention to you.

  • Enhance your experience using advanced lending technology.

  • Redefine the  mortgage lending  expreience.

I had a unique situation with my jumbo non-conforming loan that made the financing process non-standard... Robert and his team handled it without skipping a beat...Most importantly, from beginning to end, the team conveyed a strong sense that they valued me as a customer. I worked with another group prior to Carlyle Financial and the contrast was stark. Robert and the others are an entirely different class. I should also mention that Carlyle Financial had access to rates on my jumbo loan that were a good 0.5% lower than what others were offering.

- Bryan, Los Angeles, CA
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When no one else can help Carlyle Financial can! Finally managed to get my dream San Francisco place and then 8 months later we refinanced from 5.125% to 3.875% - rabbit out of the hat! Dedicated to ensuring they find something that works for you.

- Leena, San Francisco, CA
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I refinance often so I have a good understanding of what it takes to get things done. Robert and his team were fast, efficient, and got me the best possible rate around.

- Jon, San Francisco, CA
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Jesse Collins performed a miracle by helping us close on our first house in 8 days. 8 DAYS! Right down to the wire, Jesse was efficient, professional, extremely helpful, and most importantly, provided THE most competitive rates around.

- jennifer1972, Berkeley, CA
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Robert and all the staff were extremely polite and efficient. The eSigning and document uploading processes made everything very easy and secure, and Robert really knows his jumbo loan products. Carlyle Financial has earned another new loyal customer!

- Chuck, Menlo Park, CA
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Meet Our Founder & Managing Director Robert Cohan

Robert Cohan spent more than a decade as a top mortgage professional for several national banks, including Wells Fargo Home Mortgage and Washington Mutual (now J.P. Morgan Chase). Robert has always been an innovative leader in the mortgage industry.

Among his many accomplishments:

  • funded more than $1 billion in residential loans
  • earned the “President’s Club” distinction multiple times as one of the top 1% of loan producers nationwide
  • became the first loan officer to open a mortgage-only storefront retail branch in Beverly Hills during his tenure at Wells Fargo Home Mortgage
  • established or supported numerous community outreach programs

Believing that both his industry work and his community work could be improved, Robert set out to provide his clients with the best possible home loan options in a responsible way. He found a solution in mortgage banks.

Mortgage banks offered more home loan options than retail banks and were direct lenders who maintained control over the entirety of the home loan process, unlike brokers. Robert realized that mortgage banking allowed him to first provide clients with the widest variety of loan packages. And, coupled with the right technology, mortgage banks could add significant efficiency to the mortgage process.

Robert responded by founding Carlyle Financial, a mortgage bank with a client-first philosophy, that offers the efficient in-house application processing of a retail bank and the extensive home loan solutions offered by mortgage brokers. Robert and his team are committed to remaining at the forefront of technology in order to deliver better solutions more quickly.

In 2015 we opened our most recent branch in San Francisco, CA. Our team is looking forward to expanding the community that inspired Carlyle Financial.

Robert is a member of the California Association of Mortgage Professionals and the Mortgage Bankers Association of America. He attended California State University, Northridge, with a focus in Finance.

Meet the Leadership Team