πŸ† Your Legacy Β· Our Priority

Insurance. Mortgage.
Business Capital.

One advisor. Three verticals. Every product you need to protect, finance, and grow β€” in California and 7 other states.

πŸ“Š By the Numbers
$500M+
Funded
1,200+
Clients
8
States
350+
Lenders
Licensed & Regulated
Insurance Lic. #4095605
NMLS #2490311
CA Β· AZ Β· TX Β· WA Β· VA Β· IN Β· OH Β· CO
⭐ 5-Star Rated
⚑ Same-Day Response
πŸ›οΈ 450+ Insurance Carriers
🏦 350+ Mortgage Lenders
πŸ’Ό 250+ Business Lenders
🎯 Three Verticals

Everything Under One Roof

Most brokers do one thing. We do all three β€” and cross-sell intelligently so you never leave value on the table.

🏠

Mortgage

Purchase, refi, DSCR, jumbo, FHA, VA, bank statement, HELOC. 350+ lenders. 24-hour pre-qual. NMLS #2490311.

Purchase Refi DSCR Jumbo
Explore Mortgage β†’
πŸ›‘οΈ

Insurance

Auto, home, trucking, commercial, life, health, IUL, BOP, workers comp. 450+ carriers. Same-day COI.

Auto Trucking Life/IUL Commercial
Explore Insurance β†’
🏒

Business Lending

SBA 7a/504, term loans, LOC, MCA, equipment, factoring, hard money. 250+ lenders. Up to $5M.

SBA 7a MCA Equipment Hard Money
Explore Lending β†’
🎯 Free Snapshot

Where Do You Stand Financially?

5 questions. 2 minutes. Get graded on your coverage, mortgage, savings, retirement, and business capital β€” then see exactly where to focus.

❀️
Life & health coverage gaps
🏠
Mortgage rate & equity position
πŸ’°
Emergency fund & retirement readiness
🏒
Business capital access
QUESTION 1 OF 5
How much life insurance do you currently have?
πŸ”§ Free Tools

BAZ Tools β€” Know Before You Commit

14 free calculators. Real math. No login required.

βœ…
Pre-Approval Check
Buy, Refi, or Cash-Out β€” step by step
🏑
HELOC Calculator
See your accessible equity at 75–90% CLTV
βš–οΈ
Rent vs Buy
Total cost over any time horizon
🏒
Business Qualifier
SBA, Term, LOC, MCA eligibility
❀️
Life Insurance Needs
Coverage gap + product recommendation
πŸ“ˆ
Retirement Gap
Projected assets vs income needed
View All 14 Tools β†’
⭐ Client Stories

What Clients Say

β˜…β˜…β˜…β˜…β˜…

"Amrit got me approved on a DSCR loan when two other brokers said no. Closed in 18 days. The man delivers."

Gurpreet S.
Real Estate Investor Β· Riverside, CA
β˜…β˜…β˜…β˜…β˜…

"Saved $340/month by switching my trucking insurance and bundled my commercial auto. One call, same day COI."

Hardeep M.
Owner-Operator Β· Stockton, CA
β˜…β˜…β˜…β˜…β˜…

"SBA 7a for $850K β€” Amrit handled everything. Insurance, mortgage, and the loan all through one person. That's rare."

Ramandeep K.
Restaurant Owner Β· Fresno, CA
❓ Common Questions

Frequently Asked Questions

Yes. We're licensed for insurance and mortgage in CA, AZ, TX, WA, VA, IN, OH, and CO. Business lending is nationwide.
Most pre-qualifications are issued same day or next morning. Full pre-approval with underwriting typically takes 24–72 hours depending on documentation readiness.
Absolutely β€” that's one of our biggest advantages. Lenders require homeowners insurance at closing. We handle both, saving you time and often money through bundle discounts.
FHA allows 580+. Conventional typically requires 620–640+. DSCR and bank statement loans can work with 620+ depending on LTV. We have options for most credit profiles.
MCA and revenue-based financing can fund in 24–48 hours. Term loans typically 3–7 days. SBA loans take 30–90 days but offer the best rates and terms. Bridge and hard money can close in 5–10 business days.
πŸ“ž Free Callback

Request a Free Callback

Amrit will personally call you back within 1 hour. No obligation.

No spam. No hard sell. Just answers.

πŸ“ž Call Now Free Scorecard