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Heather Berry

Senior Loan Officer

NMLS#2299252

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How We Can Help Buy Your Dream House

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Get Pre-Qualified

We can get you prequalified online so you can make an offer with confidence that it will get accepted.

  • Benefits
  • icon Get Your Offer Accepted
  • icon Know Your Buying Range
Get Pre-Qualified
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Shop For Best Rate

We will use our network of lenders to shop for the best rates and loan program to fit your needs.

  • Benefits
  • icon Shop Multiple Lenders
  • icon Lower rates, Lower Payments
Shop Rates
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Fast Funding

Our team will use our expertise to make sure your loan gets funded fast! We make funding a breeze.

  • Benefits
  • icon Hassle Free Funding
  • icon Get Your Dream House
Fund Your New Home

Welcome To Excel Financial Group, LLC

Founded in 2003, Excel Mortgage Brokers has been committed from day one to delivering fast, flexible loan solutions exclusively through the wholesale mortgage broker channel. Our guiding principle has always been simple: provide transparent, low-cost mortgages—not retail lender markups, and never hidden fees.

While many mortgage companies have come and gone through market cycles, we’ve remained a stable, trusted partner by rejecting greed and staying focused on what matters: exceptional service, competitive pricing, and doing right by the consumer. This steadfast approach has allowed us to thrive, even in challenging times.

Our performance speaks for itself. The nation’s largest mortgage lender—by a wide margin for three consecutive years—operates in the wholesale broker space, proving the unmatched speed, efficiency, and pricing this model offers. Among over 40,000 brokers nationwide, we are proud to consistently rank in the top 1%, while maintaining an A+ rating with the Better Business Bureau since our inception.

We proudly serve borrowers in Colorado, California, Nebraska, Wyoming, Florida, and Texas, and remain committed to staying lean, fair, and customer-focused. Our philosophy is clear: take care of the customer, and the business will take care of itself. That’s how we’ve lasted over 20 years—and how we’ll continue to serve for decades to come.

Meet Heather Berry - Your Berry Own Mortgage Coach

With over 14 years of experience in Colorado real estate, Heather Berry brings unmatched expertise, heartfelt guidance, and a personalized touch to the mortgage process. Her mission is simple: to help you make confident, informed decisions while turning your homeownership dreams into reality.

Heather doesn’t just help you secure a loan—she helps you build a roadmap. By taking the time to understand your goals, budget, and financial picture, she creates custom mortgage strategies that align with your lifestyle and long-term vision. Whether buying your first home, upgrading, downsizing, or refinancing, Heather is your trusted advocate every step of the way.

What truly sets Heather apart is her genuine care for the people she serves. She believes the mortgage process should feel empowering—not overwhelming. With Heather, it's not just about finding a house; it's about creating a home and a future.

Let Heather turn the complex into comforting, and the stressful into “berry delightful.”

Start your journey today with a mortgage partner who puts you first—because in this market, knowledge is power, and trust is everything.

Our Satisfied Clients

Latest Blog Posts

Monthly Buydown Calculator

Use this calculator to see how you can initially lower your monthly payments.

* Please note: this calculator is for illustration payments and actual payments may vary.

Purchasing

We work conforming and non-conforming real estate loans.

CLICK HERE FOR MORE

Monthly Payment Mortgage Calculator*

Use this calculator to see monthly payments for different loan amounts.

* Please note: this calculator is for illustration payments and actual payments may vary.

The Excel Financial Group, LLC Advantage

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Local Knowledge

We know the area and the market and we're part of your community, not a bot on the net :)

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Fast Processing

We work to close your loan as quickly as possible. We can even hit curveballs!

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Best Service

We offer a hybrid approach of new technology to speed closing and old fashioned customer service and communication.

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Utilizing Technology

We have the latest online tech like secure mobile uploading and we're available to use the device the old-fashioned way too!

The Excel Financial Group, LLC

Contact Us:

Phone: (303) 827-8659

Address: 402 Main Street
Longmont, CO
80501

Office Hours:

Monday-Friday: By Appointment
Saturday: By Appointment
Sunday: By Appointment

Refinance

We can help you lock in a long term fixed rate and get out of your ARM.

CLICK HERE FOR MORE
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Apply Now

Get started with our easy online application.

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*=This is only an estimate, provided for illustrative purposes only. Actual rates and payments may vary. It does not constitute a quote.