Annelis Ortiz

Services

Five ways I work with you.

Mortgage loans, real estate buy & sell, coaching, financial education, and speaking. All from the same perspective: strategy, preparation, and a human approach.

NEXA Lending · NMLS #2006182

Mortgage Loans

I structure financing for first-time buyers, refinances, second homes, investment properties, and non-traditional profiles. Every loan starts with credit preparation when needed.

Traditional programs

  • Conventional (Fannie Mae / Freddie Mac)
  • FHA — low down payment, ideal for first-time buyers
  • VA — veterans and active service (zero down)
  • USDA — qualifying rural properties
  • Jumbo — amounts above the conforming limit
  • Investment property (1-4 units)

NonQM (non-traditional profiles)

  • Bank Statement Loans — for self-employed without W-2
  • DSCR — investment properties qualified by rental income
  • Profit & Loss (P&L) — qualify with a P&L statement, no tax returns
  • Foreign National loans — no SSN or US credit history required

Keller Williams Advantage III Realty

Buy & Sell Real Estate

As a Real Estate Agent I guide the full process: first home, second home, investment properties, and resale. My approach combines the mortgage conversation with finding the right property for your long-term goal.

How I work with you

  • First home — from search to closing
  • Investment properties — cash-flow and ROI analysis
  • Second home or vacation property
  • Sale of your current property with strategy
  • Comparative Market Analysis (CMA)

Professional mentoring

Coaching

A Spanish-language program for Originators who want to grow their production and build a sustainable career. Combines sales strategy, pipeline organization, personal brand, and mindset.

What the coaching covers

  • Pipeline structure and follow-up
  • Personal brand and Spanish-language content
  • Referral strategy with realtors and partners
  • Mindset and handling rejection in origination
  • Personalized growth roadmap

Community + book + content

Financial Education

Practical education on preparation before buying property, building credit, and financial mindset for Hispanic families. Available through the book, blog, and digital community of 30K+ followers.

Available resources

  • Book "Antes de Decidir" — financial preparation and mindset
  • Blog with practical Spanish-language articles
  • Digital community: Instagram, TikTok, YouTube, LinkedIn
  • Workshops and talks for organizations (see Speaking)

Speaking

Speaking & Conferences

Keynotes, workshops and appearances for corporate events, Hispanic associations, investment groups, and communities. Topics: financial preparation, smart property buying, and generational wealth.

Available formats

  • 60-minute keynote
  • 30-45 minute talk
  • 90-120 minute workshop
  • Panel or podcast interview
  • In-person across the US and virtual to Latin America

Not sure where to start?

Tell me where you are. I respond in under 24 hours with the concrete next step — whether a loan, a property, coaching, or a resource recommendation.