A Home Finance Resource for RSM Professionals

Buying a Home Is a Big Deal. You Deserve Real Help.

Sean Herrero at CrossCountry Mortgage put this together specifically for RSM professionals. It is not an official firm benefit -- it is a personal commitment to give RSM employees access to real savings, real expertise, and one of the widest lender networks in the country, all under one roof. And because RSM professionals need to keep their mortgage away from firm clients, working with Sean means you always have a clear, independent path forward.

$2,500 Lender Credit

0.5% Rate Reduction

10-Day Close

EMD Guarantee

Schedule a Free Consultation See How It Works

Your Dedicated Loan Advisor

Sean Herrero

Senior Loan Advisor
CrossCountry Mortgage · NMLS #900669

925.575.0637 sean.herrero@ccm.com

$2,500

Lender Credit for RSM Employees

0.5% Rate Reduction

First 6 months · Conv, FHA & VA

Schedule a Free Consultation

Simple Process

Three Steps to Your New Home

Schedule a Consultation

Book a free 15-minute call. We learn about your goals, confirm your RSM benefit, and walk you through what to expect on your schedule, not ours.

Receive Your Buyer's Guide

We build a personalized digital Buyer's Guide with full fee disclosure, loan scenarios, and side-by-side comparisons. The same transparency you bring to your own clients.

Close With Confidence

Your $2,500 lender credit is applied at closing. We stay with you every step with prompt communication from application to keys in hand.

Your $2,500 Benefit

What Your Lender Credit Covers

Your $2,500 lender credit is applied at closing and covers the fees most buyers pay out of pocket. Real money back where it belongs.

Underwriting

The cost to verify your financial documents and approve your loan, covered in full.

Processing

Loan processing and administrative fees that typically come out of pocket, taken care of.

Appraisal

The home appraisal required by your lender, included in your lender credit package.

Claim Your Benefit Apply Now

RSM Exclusive

Employee Benefit

$2,500

Lender Credit at Closing

Applied at closing toward underwriting, processing, and appraisal fees. Exclusively for RSM US employees who work with Sean.

ConventionalFHAVA

Second Benefit

0.5% Rate Reduction for Your First 6 Months

On top of your $2,500 lender credit, RSM employees receive a 0.5% reduction on their note rate for the first 6 months of their mortgage. A lower starting payment while you settle into your new home.

Available on conventional, FHA, and VA loans, so it works no matter which program fits your situation best.

Talk to Sean Apply Now

0.5%

Rate Reduction for 6 Months

Lower your starting rate and reduce your initial monthly payment right from day one. Real savings from the very first payment.

Built for Your Life

Programs for Every Situation

Including the one that's unique to working at RSM.

RSM-Specific Consideration

Independent of Your Firm's Clients

RSM professionals are required to keep their personal financial relationships, including their mortgage, separate from the firm's client base. That means your bank or your go-to financial institution may not be an option. Sean works with dozens of investors and hundreds of loan programs, all under one roof. Wherever you are buying, whatever your income structure, he can find the right fit without any conflict of interest or independence concern -- and without you having to choose between a good rate and an awkward conversation.

First-Time Buyers

First-Time Homebuyers

Buying your first home can feel as complex as a new client engagement. We walk you through every detail with the same clarity you bring to your clients. No jargon, no pressure, just a clear plan.

VA Loans

VA Loans for Veterans

Many RSM professionals have also served. The VA loan is one of the most powerful tools available: $0 down, no PMI, and competitive rates. We are experienced VA specialists who make sure you get every advantage earned.

Complex Income

Jumbo and Complex Scenarios

RSM professionals often have complex income: partnership income, K-1s, bonuses, equity compensation. We have deep experience working with buyers who don't fit a standard box.

Relocation

Relocation Financing

Moving for a new role or transferring offices? We specialize in relocation scenarios with fast timelines, multi-state licensing, and a process designed to minimize disruption to your work and life.

Transparency First

Your Personalized Buyer's Guide

Every RSM client receives a custom digital Buyer's Guide built specifically for their loan scenario. The same transparency you bring to your clients, applied to your own finances.

Side-by-Side Loan Scenarios

Compare loan types, down payment options, and rate scenarios with full information.

Full Fee Disclosure Upfront

Every cost laid out clearly. Your $2,500 credit applied transparently, with no surprises at closing.

Modern Communication

Access your guide anytime, on any device. Tools that fit your schedule, not a 9-to-5 office.

EMD Protection Guarantee

If a deal falls through due to a lender error on our part, Sean personally refunds your earnest money deposit.

Sample Buyer's Guide

RSM Benefit Applied

Home Price$900,000

Loan Amount$720,000

Down Payment20%

Interest Rate6.875%

Rate Months 1-66.375% (-0.5%)

RSM Lender Credit-$2,500

Est. Monthly Payment$4,730

What Clients Say

Over 200 Five-Star Reviews

★★★★★

"I was curious how Sean had so many good reviews, until we used him to buy our first home. He was very detail-oriented and clear about the entire process. There were a few hiccups along the way but Sean made it all seem easy."

Kaitlin C.

First-Time Buyer

★★★★★

"After comparing a few different lenders, we went with Sean because of his modern methods of communication. He gave us a thorough breakdown using a fantastic online tool with dynamically updating visuals. No other lender came close."

Freddie S.

Repeat Buyer

★★★★★

"After getting the runaround from several lenders, Sean and his team stepped in and made my dream of owning a home come true. Easy process, extremely responsive, always there to answer every question."

Yashada D.

First-Time Buyer

200+

5-Star Reviews

15+

Years Exp.

Specialist

10-Day

Your Advisor

Sean Herrero

Sean has built his reputation on doing things differently: clear communication, modern tools, and a genuine commitment to the people he serves. He works extensively with professional services employees who have complex financial situations, including partnership income, equity compensation, and relocation scenarios.

From first-time homebuyers to senior executives moving markets, Sean and his team guide every RSM client from start to close with the same rigor you bring to your own clients.

NMLS #900669

Email: sean.herrero@ccm.com

Phone: 925.575.0637

Schedule a Free Consultation Send a Message

Claim Your Benefit

The Power of Being Understood Starts With Your Mortgage.

You spend your career helping clients make complex decisions with confidence. You deserve the same. Drop your name and email and Sean will reach out personally, or book a free 15-minute call right now.

Schedule a Free 15-Min Call Send a Message

Claim Your RSM Home Finance Benefit

Sean will reach out personally within one business day.