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 home ownership, 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  experience.

I did a jumbo mortgage refinance with Carlyle Financial. I had excellent experience with them. The whole process was smooth with exceptional level of service provided to me by Robert and his team.

- Nilesh, Palo Alto, CA
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Carlyle Financial is fantastic. Robert made the loan process so easy and painless. I was working with a couple different brokers that all made promises but only Carlyle Financial delivered. Robert got me a $3.2MM home loan when all others said I only qualified for less than a million. I recommend him to all my friends and family.

- Dan, Bever
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We made a home purchase with a jumbo mortgage with Carlyle Financial. Robert and Katheryn are fantastic to work with. They are very knowledgeable, professional and responsive.

- Colleen, Foster City, CA
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Robert and Devin provided outstanding service and guidance throughout the entire refinance process. I would highly recommend this team.

- JNCI, Palos Verde, CA
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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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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