Dale Lusher — Account Executive & California Trust Loan Specialist

Trust & Probate Loan Specialist

Dale Lusher

Call (949) 628-2026

dlusher@cloanc.com

About Dale Lusher

With over six years of experience as a Loan Officer, I bring a proven track record of success in sales, business development, and customer satisfaction to my focus in the trust and estate lending space. Throughout my career, I have built strong client relationships by listening carefully to individual needs, tailoring financial solutions, and guiding clients through each step of the lending process. My ability to simplify complex transactions while maintaining attention to detail has allowed me to consistently deliver results and earn the trust of those I work with.

In the trust and estate loan space, I work closely with clients to address liquidity needs and property transitions. I approach every transaction with professionalism, empathy, and dedication, ensuring the lending process is as seamless as possible. My goal is to provide personalized support that delivers both peace of mind and financial stability for every client I serve.

If you, a client or family member may be able to benefit from a Trust Loan or Probate Loan, you may reach Dale at (949) 628-2026, via email at dlusher@cloanc.com or complete the following form.

What clients are saying about Dale Lusher:

I worked with Dale and Autumn recently. They made the process easy. Dale was patient and answered all my questions prior to securing our loans. Both were available to us and when we needed them. We appreciate all their help and highly recommend them for your loan needs.
– Virginia R. – Villa Park, CA

C LOAN C is great! I worked with Dale and Autumn on a couple of loans navigating the prop 19 process. They were prompt, informative and human. I highly recommend working with them if you are in need of a conventional loan, or a trust loan to qualify for prop 19.
– Gary G. – Lagunitas, CA

Had a great experience with Dale and Autumn on a bridge loan. They explain every step of the way. They responded quickly with additional questions. Felt they were very knowledgeable and they moved the process along quickly.
– Denise C. – Highlands, CA

I worked with Dale and Autumn on a very tricky refinance that required a lot of precision with a quick turnaround, and they both delivered amazing results. I felt comfortable in the process at every step of the way, despite being a first-time buyer, and there was always a clear path to keeping the process moving. Highly recommend CLOANC thanks to these two especially! Not many companies go the proverbial extra mile these days, so it is extra appreciated.
– Chris W. – Garden Grove, CA

Dale and Autumn were wonderful to work with. They were both so professional and very prompt. This entire process was so easy because of their help. They helped with every step along the way. I would recommend them to my friends and family.
– Esther R. – Torrance, CA

Dale and Autumn made the loan process go smoothly, they are on top of things and for responding back to you, highly recommend.
– Angelina R. – Murrieta, CA

Dale and Autumn were amazing!! They were great partners in this process. Always available and amazing knowledge and response times. You would be lucky to work with them.
– Peter O. – San Diego, CA

From the first time I spoke with her, Dale Lusher was 100% engaged in making my loan happen. She and Autumn Skerritt guided me through the entire loan process, step by step. They reminded me when things needed to be done and helped me to accomplish the tasks. Without them, this would have been very much more difficult. Both are very knowledgeable and they have a team they work with that really smooths the process. Highly recommended.
– Brigitt E. – Alameda, CA

Dale and Autumn were wonderful to work with. They were gentle, understanding, and knowledgeable, which was important after the loss of a loved one. I most appreciated their swift responsiveness, patience, clear and through answers to my many questions to help ensure I understood the multi-step complex process. This allowed me to make the best and fair decision for our family for generations to come. Job well done! Thank you.
– Babalwa L. – Berkley, CA

Thanks we made it !! Dale and Autumn made a great team. There were some deadlines to deal with, but made with time to spare. All and all, they both did a great job through a very stressful time for my Wife and I. Thanks again
– Marc C. – Pismo Beach, CA

Working with Dale Lusher and the entire CLOANC team was an exceptional experience. As a mortgage professional, I truly appreciated the responsiveness and commitment to education throughout the entire process. The service provided to my client was smooth and without issue. Both my client and I were extremely pleased.
– James F. – Walnut Creek, CA

Get a Free Loan Benefit Analysis

Trust Loans and Loans to Irrevocable Trusts

Easy Application Process
No Pre-Payment Penalties
Lending Directly to an Irrevocable Trust
No Credit Score or Income Requirements
Low Interest Only Payment Requirements
Close in as little as 7 Business Days
Proposition 19 Compliant

Account Executive | CLOANC Trust & Estate Lending

Dale Lusher is an Account Executive and Trust Loan Specialist at CLOANC, specializing in financing solutions involving California trusts, probate estates, and inherited real estate.

With over six years of experience as a loan officer, Dale brings a background in lending, business development, and customer service to clients navigating important real estate financing decisions.

Dale works closely with trustees, beneficiaries, estate representatives, homeowners, and professional advisors to understand their financing needs and help identify suitable lending options.

Experience in California Trust & Estate Financing

Trust and estate transactions often involve unique financial circumstances, ownership structures, and documentation requirements.

Dale focuses on helping clients understand the lending process and navigate transactions involving:

California Trust Loans: Financing secured by qualifying trust-owned real estate.
Irrevocable Trust Loans: Lending solutions for eligible irrevocable trusts.
Probate and Estate Loans: Real estate financing for qualifying estates and authorized estate purposes.
Sibling Buyout Loans: Financing options for inherited-property transactions involving multiple beneficiaries.
Inherited Property Financing: Helping clients explore ways to access real estate equity and address property-related financial needs.

Dale’s approach emphasizes clear communication, attention to detail, and individualized service throughout the lending process.

A Personalized Approach to Lending

Dale understands that trust and estate financing can involve sensitive family circumstances, complex property arrangements, and important deadlines.

By taking the time to understand each client’s situation, Dale works to simplify the lending process, explain documentation requirements, and coordinate with other professionals involved in the transaction.

Dale’s goal is to help clients make informed financing decisions while providing responsive, professional support.