How do we take your business to the Next Level?

Personalized Business Partnership Plans

We go above and beyond for our realtor partners and affiliate partners in building a business plan specific to our partnership. Every real estate agent has a unique personality, a specific client avatar and profile, and may work within a specific area, zip code and community!

Personalized Business Partnership Plans
Accountability and Execution

Anybody can have a good idea, but not everyone will help you stay on point and execute on the ideas that work for your business. With experience being a coach and being coached within the Tom Ferry organization, our team has the know-how to help your business grow to the next level. Along with helping execute on new ideas, we make sure we help with the day-to-day tasks that keep your business off the real estate roller coaster and build predictability and sustainability!

Accountability and Execution
Reliable Communication and Client Solutions

We understand that your reputation and your clientele are not only the lifeblood of your business but put food on the table for your family as well! We go the extra mile and ensure that every party of the transaction is up to date with your client’s loan while in escrow. On top of that, we ensure your client is well informed, happy and heard during the process all while being reassured on the key factors that have built your business to be so impressive. We are a true partner - an extension of you - and we appreciate the opportunity to work alongside you.

Reliable Communication and Client Solutions


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aBOUT us

Our promise is to deliver upon a Next Level Experience for every individual - from start to finish.

A Brand is Born
The Next Level Lender name came about in 2017 when our CEO enlisted on his journey to becoming a loan officer. What was once just an Instagram username, grew to being a brand we all have come to love and grow! The only level to aim for is the Next Level

The Next Level Lender brand comes to life in 2017! 

Being San Diego natives, our growing team established our home base in San Diego, CA nestled in the centrally located area of Mission Valley! We are, however, servicing all of California and working to add more states in the near future! For now, we are proud to be your Home Loan resource for everything and anything mortgage and real estate.

Who doesn't love San Diego? Being raised here, we made the easy decision to make SD our HQ!

The Finest City in America
Professional Coaching
As students of the industry, we have not only invested in professional coaching to build a business worth working with, but we also earned the opportunity to coach other industry professionals with the #1 real estate coaching agency in the world, the Tom Ferry Organization. We take pride in what we do and so much so, we wanted to ensure the industry grows towards the same pride of ownership!

Coming from a coaching background, this way the best way to help build our partners up!

Having had years of experience in the mortgage industry, we were exposed to various models of mortgage lending. Through our mortgage loan experience, we found having control over the process to be key in executing on a process that is enjoyable for all parties involved. For this reason, we have our own processes done in-house at our company - processing, underwriting, funding and everything in between - to ensure we have full control over your loan from start to finish.
real estate san diego ca

Everything is easier when we can knock on a door to find a solution!

Next Level In (the) House
Growth and Development
We continue to upgrade our services, products, and knowledge to ensure we are consistently providing on our promise to the Next Level Experience. The industry changes daily and we understand that we need to constantly optimize and upgrade to continue to meet your needs within the process. Welcome to the Next Level Family, we look forward to helping you accomplish your goals in real estate.

Businesses are run by people - To grow the business, you must grow the people! 

Families helped


Loans funded



Escrows saved from
other lenders


Loan programs for
our clients


Professionals on the
Next Level Team

How we help your clients


I could not be more pleased with the service we received from Next Level Lender & his team (Shyam & Andrew are AMAZING). They have helped several of my clients and now handled my personal refinance; each loan was handled meticulously. Their communication is outstanding and are always so attentive to the details. Their service is truly NEXT LEVEL.

Gabriela Lazaro

...I have referred several clients to them over the last few years, and as a luxury realtor for over 20 years I have worked with many lenders, and their level of service is unmatched. They always answers my calls, texts, emails quickly and provide up to the moment updates on the loan status...

Jim McInerney

...They have the best service, they are very responsive, they make sure the client always get their question answered. They actually spend money back into their business to help create a better customer experience..

Charles Velasco

Akshay and his team at Next Level Lender were amazing to work with from an agents perspective. They closed my clients VA Loan within 12 days which is unheard of! Very professional and detail oriented in every way, way to go Next Level Lender!

John Garcia

Next Level LENDER

2815 Camino del Rio S #250,
San Diego, CA 92108


100+ reviews

Contact us

Whether you are looking for a solution for your clients or looking to grow your business or just find out more about us - a simple first step in the right direction is a quick call with our broker team so we can get the ball rolling! 

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aBOUT us


Next LEVEL Culture

Out Team

Akshay “AK” Patel
Akshay “AK” Patel

CEO & Mortgage planner

Jenny Peterson
Jenny Peterson


are you ready for the Next Level?

i’m ready!

Apply Now

Lets TALK First

Our vow

We will never become a real estate company, or do a real estate transaction outsideof being the lender.

Our Clients

We recognize every top producer started at the bottom - it doesn’t matter where you are on your path, it's who you are.

Our space

Highlight our office - how it has elements to boost our realtor partners up

Lets chat

Contact us
Peter L.
Peter L.

Next Level definitely went above and beyond for us in such a short amount of time. The rate they found us for our new construction VA home loan was better by 0.5% than our initial lender and Next Level was also able to waive the VA funding fee for us which our initial lender did not. My wife and I can't thank Next Level enough for how quickly they came through for us right before our close date. I would highly recommend them for any mortgage related services.

About agent

Peter L.

Celeste S.
Celeste S.

Working with Next Level Lender was beyond my expectations. They work as a team so no one is left with unanswered questions or waiting around for answers. Their team goes above and beyond. Whenever I had a problemwith something, they offered their assistance to help me out, even if it wasn't their job. All my questions were answered within literally minutes, even after hours. There is not one bad thing I can say. All I can say their customer service is amazing!!!! I definitely recommend them for lending, you won't be disappointed.

About agent

Celeste S.

Talisa S.
Talisa S.

I couldn’t have asked for a better lender. No hidden fees, no surprise payments, and they worked with us to ensure that we knew what we were stepping into from the beginning to the end. They ensured that we chose the best home that stayed within our financial scope. You will not find a better team to help you with buying/selling your next home.

About agent

Talisa S.

Harold T.
Harold T.

This team is awesome. Their customer service is great. Every time I called them, they answered the phone. They return texts and emails very quick and are experienced enough to answer all of your questions and to deal with any unexpected bumps that show up. They make you and your transaction their top priority. You won't find a better team.

About agent

Harold T.