Juan Moreno leads the Credit Union and Banking Channel with a focus on one core principle: delivering a real estate experience that reflects the same level of trust, care, and professionalism members expect from their financial institution.

With a background in residential real estate, marketing strategy, and client experience, Juan brings a relationship-driven yet systems-oriented approach to the program — emphasizing strong communication, accountability, responsiveness, and consistency at every stage of the transaction.

Working closely with lending teams, branch leadership, and First Team agents, Juan’s role centers on strengthening collaboration between all parties involved in the member journey. His focus is not only on helping members successfully buy or sell a home, but on ensuring they feel informed, supported, and confidently guided throughout the process.

Under his leadership, the program remains committed to maintaining high service standards while continuously improving the member experience through better communication, stronger agent alignment, and long-term partnership growth.

By combining personalized service with operational structure and strategic oversight, Juan is helping shape a program designed to create lasting value for both members and institutional partners alike.

Behind every great real estate match is someone who knows how to listen—and that’s where Rich Chavez shines. As our Member Alignment Specialist, Rich plays a vital role in pairing each credit union or bank member with the right real estate professional based on their unique preferences.

Whether it’s choosing an agent who speaks a preferred language or one with deep expertise in a specific neighborhood or home type, Rich ensures the match is intentional and value-driven. His thoughtful, hands-on approach means clients are never handed off—they’re connected with someone who truly understands their journey.

Our team isn’t just about selling homes—we’re about elevating lives. Through trusted credit union and bank partnerships, we’re redefining what it means to buy and sell real estate with confidence, care, and cost savings.

Whether you're a member looking to purchase your first home, a seller seeking maximum exposure and value, or a loan officer hoping to enhance your client’s overall experience—we’re here to serve, guide, and deliver results.