Lisa Warren, President & Founder of LW Financial Services, is an esteemed mortgage loan professional who boasts over 22 years of experience in the real estate lending industry. With a comprehensive background covering all aspects of lending, Lisa possesses a unique blend of expertise that equips her to provide valuable insights into the home buying process for her clients. 

Lisa’s unwavering commitment is to assist her clients in achieving the dream of home ownership and guide them in making the best decisions regarding one of the most significant financial investments of their lives. She dedicates herself to identifying the ideal lender for each client’s unique needs, with a particular focus on handling complex loan scenarios. Her exceptional skills have earned her recognition as one of the Best Mortgage Professionals in DFW, a distinction featured in D Magazine from 2010 to 2013, and as a 5 Star Professional from 2013 to 2023 and Awarded TopTen Mortgage Broker Dallas TX 2021 and 2022. 

As a member of the National Association of Mortgage Professionals and the Association of Accredited Fraud Examiners, Lisa brings both professionalism and integrity to her work in the mortgage industry. Her accolades and affiliations underscore her commitment to providing exemplary service to her clients in their pursuit of home ownership and a member and recognized as Woman of Empowerment by Professional Organization of Women of Excellence  P.O.W.E.R..

Impressive Two-Decade Mortgage Lending Journey

Lisa boasts two decades of extensive experience in the mortgage lending industry. Her journey began in various roles, starting as a processor in subprime mortgages. She gradually expanded her expertise by working in the closing department and providing vital support to a high-performing loan officer. Her remarkable contributions extended to playing a pivotal role in establishing a mortgage division for a bank, starting from the ground up. Lisa’s wealth of experience spans multiple facets of mortgage lending, making her a seasoned professional in the field.

Deep Connection to the Lending Business

Lisa’s connection to the lending business runs deep, with her mother and two brothers also involved in the industry, making it a family tradition. She finds her niche in this dynamic and ever-evolving field, where continuous learning and adaptation are key. Lisa thrives in this environment because it keeps her engaged and dedicated to the business. Her true passion lies in helping people, and what better way to fulfill that passion than by assisting individuals in achieving the dream of home ownership. This commitment to making a positive impact on people’s lives is what drives Lisa in her career.

Unique Approach to Loans and Financial Planning

Lisa’s early career experience taught her to approach loans from a unique risk perspective, setting her apart from the norm. She excels in handling complex and complicated lending scenarios, where her problem-solving skills and unwavering “can do it” attitude shine.She encourages individuals to view their homes as investments in themselves, their families, and life itself. Lisa emphasizes the importance of planning for life’s unexpected twists, following the principle of Murphy’s Law – what can happen will happen. This forward-thinking approach underscores the need to budget prudently to navigate life’s uncertainties.

Guiding Her Actions and Decisions in Her Professional Work

Lisa’s leadership principles and values are rooted in her genuine care for people, and this foundational belief has been the key to her success. Her leadership approach is underpinned by the following principles and values:

• Genuine Care: Lisa’s foremost principle is her genuine care for people. This compassion is the bedrock of her leadership, fostering strong relationships with both her team and clients.

• Long-Term Commitment: She aims to build enduring relationships by expressing her desire to provide lending solutions to entire families for years to come. This long-term commitment ensures stability and trust.

• Customer Referral Focus: Her commitment to exceptional service is reflected in the fact that 95% of her business comes from customer referrals. This statistic underscores her dedication to meeting and exceeding her clients’ expectations.

• Helping Others: Lisa’s guiding quote from Zig Ziglar, “You can have everything in life you want if you will just help enough other people get what they want,” illustrates her fundamental belief in the power of helping others. She sees her work as a means of assisting individuals in achieving their goals.

• Passion for Helping: Lisa’s values and beliefs are rooted in her passion for helping people. Her unrelenting drive and desire to make a positive impact on the lives of others drive her leadership.

These principles highlight Lisa’s customer-centric approach, emphasizing the importance of caring for and helping others. They shape her leadership style, which is built on trust, integrity, and a long-term perspective, leading to both her personal success and the success of her team and clients. 

Unwavering Commitment to Helping Others

Lisa’s leadership and values are deeply rooted in her love for people, her commitment to helping others, and her dedication to her customers. Her leadership principles and purpose statement are as follows:

Leadership Principles:

• People-Centric: Lisa’s love for people and her commitment to helping and learning from them form the core of her leadership. She understands that her customers are the driving force behind her motivation.

• Preparation for Success: She follows Zig Ziglar’s wisdom, emphasizing the importance of planning, preparation, and expecting success as keys to achieving one’s goals.

• Resilience: Lisa believes in the importance of persevering through failures, echoing Winston Churchill’s sentiment that success is about walking from failure to failure.

• Moral Authority: She values moral authority, which comes from timeless principles like honesty, integrity, and treating people with respect, as articulated by Stephen Covey.

Guiding Principles in Real Estate

Lisa’s purpose is to help her clients achieve the dream of home ownership and guide them in making the best decisions regarding one of the most significant financial investments in their lives.

Convictions:

• Integrity: Lisa emphasizes integrity by returning calls, honoring commitments, and being honest and punctual.

• Excellence: She strives for excellence by being knowledgeable, customer-focused, and consistently seeking the best options while advising her clients on available choices.

• Positive Attitude: Lisa adopts a “make it work” problem-solving approach, maintaining a positive attitude in the face of challenges.

• Tenacity: Her drive to win and her willingness to go the extra mile for excellence demonstrate her tenacity and commitment.

• Customer Service: Lisa values effective communication with all parties involved, setting realistic expectations, proactively addressing issues, and ensuring punctuality.

• Team Culture: She promotes a team culture that focuses on achieving the end result efficiently, even in her absence, fostering a “make it work” attitude.

• Reputation: Maintaining a strong reputation is paramount for Lisa, built on her track record of getting things done, her commitment to excellence, her unwavering integrity, and her status as a top producer in her field.

These principles and values illustrate Lisa’s dedication to her clients, her unwavering commitment to ethical conduct, and her leadership focused on achieving excellence and client satisfaction.

Leading the Way

Lisa, at LW Financial Services, recognizes the challenges posed by an increasing interest rate market, which has the positive effect of slowing down price increases and making homes more affordable. Technology plays a pivotal role in their operations, but Lisa understands the irreplaceable value of personal interaction with a professional like herself. She remains committed to seeking out new programs and adopting the latest technology to benefit LW Financial’s customers. For Lisa, the heart of her business lies in her clients. Their best interests are always at the forefront of her decisions and actions, reflecting her unwavering dedication to serving their needs and ensuring their financial well-being.