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Meet our President and Founder

Meet The President of CharterStone Mortgage

The President of CharterStone Mortgage, David Barrett started his career in the financial industry as a stockbroker in 1985.  He began his mortgage career in 1996 and opened a mortgage brokerage business in 1999. Relicensed in 2011 under the then new rules set forth by Dodd-Frank Bill and worked for two nation lenders.  His experience is substantial.

CharterStone Mortgage was founded to provide an outstanding customer experience and faster closings that have been and continues to be lacking in the industry. Many other companies were unwilling or unable to invest the resources in technology and processes needed. This high level of service has been missing from the industry often due to complacency.  A new process was needed.

David positioned CharterStone Mortgage to have access to the latest technology and digital process the industry has to offer. Using his experience to shorten the time to process a loan file to a fraction of what others currently provide CharterStone Mortgage consistently outperforms the competition. Performance and constant improvement are a motivating factor in daily operations. Knowledge and experience are also a requirement.

He is adamant about knowing guidelines of various loan programs as well as an underwriter, adding this to the preferred relationships with CharterStone Mortgage’s investor partnerships resulting in more closed loans including loans where others haven’t succeeded.

His work ethic is unmatched and is available 7 days a week to assist anyone needing mortgage information, a pre-qualification, pre-approval or to proceed with an application.

Always appreciative of the opportunity to serve and appreciate feedback for the services we provide.

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