“Eureka” is Greek for “I have found it” — the word Archimedes is said to have shouted at the moment a stubborn problem suddenly made sense. Centuries later, it became California’s state motto, born in the Gold Rush, when the discovery of gold changed what ordinary families believed was possible for their futures.
When we founded Eureka Mortgage Planning in 2022, we chose the name deliberately. A mortgage is one of the biggest financial decisions most people ever make — and too often it feels like a maze of jargon, fine print, and pressure. We live for the opposite of that: the instant the fog lifts. The moment a buyer realizes there’s a program built for them. The moment a broker realizes their business can grow without losing sight of why they got into this work.
That’s the moment we named the company after — and it’s why our promise is helping you find your golden path to homeownership.
A name is a promise — these are the people accountable for keeping it.
General Manager | Designated Broker · NMLS #948776
Runs the platform: compliance, operations, technology, and marketing. In mortgages since 2009, originating since 2013, and a licensed California real estate broker since 2017.
Meet Nicholas →
EVP, Director of Sales · NMLS #19104
In lending since 1992, with three decades of production and branch leadership behind him. Brought his team to Eureka in 2025 — and still originates at the standard he sets.
Meet Richard →Eureka Mortgage Planning LLC – NMLS #2456819 · http://www.nmlsconsumeraccess.org
Most people are told homeownership is out of reach — that it takes perfect credit and a small fortune down. Then they sit down with a broker who works for them, not a lender, and sees all eleven of our loan paths at once.
The moment you realize you can do this — that every monthly payment can build equity that belongs to you instead of a landlord — that’s your Eureka moment. Homeownership has long been the cornerstone of the American dream, and for generations it has been one of the most common ways American families build long-term wealth: one payment, one year, one home at a time.
We can’t promise what any market will do — no one honestly can. What we can promise is a clear map, plain-English answers, and a broker who treats your goals as the whole point.
And because transparency is the whole point, we put our own compensation in writing: how mortgage brokers get paid, explained the way we would want it explained to us.
We believe loan officers do their best work when the only thing they have to focus on is the client in front of them. So that’s the environment we built: a W-2 brokerage founded by originators, where helping your clients well is the growth strategy.
The platform is designed to carry everything else — 25+ wholesale lenders and 11 product paths so your toughest files have somewhere to go, an integrated LOS with CRM, pricing engine, and marketing automation, in-house processing, NMLS guidance and E&O coverage, and real benefits behind it all. Your Eureka moment as an originator is the day you realize you don’t have to choose between growing your business and doing right by your clients — the right platform does both.
Eureka Mortgage Planning LLC – NMLS #2456819 · Equal Housing Lender · Equal Opportunity Employer. Compensation structures are discussed and agreed individually; nothing in this material is an offer of employment or a guarantee of compensation, production, or income. Loan officer positions require an active NMLS license and state license sponsorship. For licensing information, go to http://www.nmlsconsumeraccess.org.
