Excel Financial Group

About Shauna Moffatt

Shauna grew up in Colorado with a love for this state!  She graduated from Creighton University with a Bachelor of Science in Business Administration, double majoring in Economics and Finance.  After college, she began working for an international IT and Business Process Consulting Company where she learned valuable project management and leadership skills.

In 2002, she moved back to Colorado with her husband to enjoy all the wonderful activities Colorado had to offer.  She started working at Excel Financial Group LLC shortly after returning and has never looked back.  Being a Mortgage Consultant has provided Shauna the opportunity to combine her love of math and finance with what she liked most about consulting – working closely with clients to help them achieve their goals!

In over 15 years as a Mortgage Consultant, Shauna has earned the trust of her clients and colleagues.  She focuses on understanding the financial goals of her clients, whether they be a First Time Home Buyer or sophisticated Real Estate Investor, and works hard to counsel them on the financing options available to enable them to meet those goals.  If you are looking for a trusted adviser to help you with buying a new home or refinancing your current one, please contact Shauna.

“This is my third time using Excel’s services. Shauna and her team have been nothing but a pleasure to work with. They have always found me the best deal, take time to explore and explain my options and everything has always run smoothly.” – Jeff, Denver, CO

“I’m a part time real estate agent but also invest in my own real estate properties and I always recommend to my clients they reach out to Shauna for their lending needs. Shauna and her team are diligent, they communicate process and status better than anyone I’ve worked with, and always seem to be looking out for their clients. I recently tried to use another bank for my personal refinance as they reached out to me. After 60 days and hundreds of dollars spent out of my own pocket, they were not able to close my loan citing Freddie and Fannie resale issues. I sent all my information to Shauna and in a few shorts days she had a few different lenders that could procure a loan for me. I’ll be a fool to go anywhere else.” – Aaron, Denver, CO

“I am a first-time buyer and Shauna took so much care that I knew what was going on. She would go above and beyond by taking and returning calls and emails over the weekend. By the end, I thought I was working with a good friend. Couldn’t have asked for more!” – Ed, Littleton, CO

“Shauna is by far the best mortgage broker I have ever dealt with. She is knowledgeable, diligent, and a delight to work with. You would be lucky to work with her!!” – Claire, Fort Collins, CO

“I would recommend the Excel Team to friends, family, and colleagues anytime! If I had to call out three things they would be: patience – the team took the time to explain details; thorough – the team made sure all information was input timely and accurately and lastly friendly – every time I spoke to the team weather on the phone or via email, it was cordial, upbeat and seemed like there was a smile on the other side. I felt secure every step of the way!” – Barbara, Highlands Ranch, CO

“Shauna went above and beyond to make this an easy process for me – she was amazing and I had multiple calls and late night emails where she explained everything so clearly. I wish all transactions could be this easy and friendly! – Shauna and her team were amazing” – Sara, Fort Collins, CO

“Shauna was excellent when it came to transparency. I received consistent updates with regards to items I needed to provide as well as status of tasks on the loan side. Shauna also took the time to walk me through some documents line by line and that was HUGE in giving me peace of mind knowing I had answers to my questions. – My experience was a 10!” – Michael, Littleton, CO

“Shauna was wonderful to work with. She made what can be a very complex process a very simple one. She was very open, quick to response to questions, and genuinely cared about assisting us with the purchase of our home.” – Nick – Denver, CO

“Good experience working with Shauna and her “Team”. They worked hard to get us the loan we needed! They were very thorough and communicated well throughout the entire process–all the way to closing. Thank you!” – Emily, Fort Collins, CO

“Shauna and her staff were professional and exceeded all of our expectations. Shauna is very tedious and covers all the which made us feel like we were in very good hands. We are glad we made the decision to work Excel and Shauna.” – David, Fort Collins, CO

“Shauna’s 10+ years of experience are unmistakable. Her thorough explanation of the options available to me, expectations of what the entire process would look like, and her commitment to do whatever she could to help me achieve my goal helped to alleviate any anxiety I had about the process. The fact that Shauna is extremely professional, courteous, and maintains a level of transparency that is critical to the success of such an important transaction and relationship, is just icing on the cake. I don’t know how she does it but Shauna was always just a phone call or email away, and if she didn’t have the answer right there, she would always level-set when I could expect to hear back from her, and she never failed to deliver. I presume that my particular situation was not as clean-cut as most but I have to say that I am absolutely certain that I would not have the amazing and beautiful home that I do if it were not for Shauna’s expertise, diligence, and passion. I will always be grateful. Thank you” – AJ, Denver, CO

“Shauna was a great resource, very knowledgeable and went out of her way to help me secure a loan. Every step was easy to follow and being able to upload documents electronically made the process extremely efficient. I would highly recommend Shauna.” – Susan, Fort Collins, CO

“Shauna made the refinance process streamline and easy to understand. She was always available to answer any questions no matter the time of day. I really enjoyed working with Shauna and will recommend her to family and friends that are looking at any new loans or refinances.” – Ryan, Fort Collins, CO

“My experience working with Shauna and her support team was awesome! At all times I felt like they were on top of things and I was in good hands. I appreciated the quick replies and wealth of knowledge that were at my fingertips. Thanks again!” – Shane, Lakewood, CO

“While Shauna’s timeliness was unparalleled, it was her thoroughness and character with the emails that put her over the top. She added personal character and gave excellent answers. As well, her team’s promptness and accuracy was excellent.” – PJ, Arvada, CO

“Shauna was an absolute pleasure to work with. She is very detail oriented, knowledgeable, and we appreciated that she kept us updated throughout the process. Her attentiveness to the details made the process very smooth and ensured that there were no surprises. Shauna is a consummate professional and we look forward to working with her again in the future.” – Richard, Fort Collins, CO

“Shauna reduced a very complex system to a very workable one that we could easily understand.” – Lori, Fort Collins, CO

“Shauna did a great job. She kept me informed throughout the process and delivered the loan on time! Thanks Shauna.” – Denver Realtor

“My husband and I had a wonderful experience. I knew Shauna was organized and told us exactly what we needed to do to move through the process.” – Kim & Matt, Broomfield, CO

“Shauna is amazing!!!!!!!!!!! The best ever.. She explained everything to me in such great detail and as a first time buyer, that was very important to me. She even worked with my mom and was very patient through the whole process. She is the best best best :)” – Nicole, Denver, CO

“Shauna was amazing to work with and I am so grateful we were able to find her! Thank you!!” – Christie, Johnstown, CO

“Shauna and her team were very professional. They took the extra time needed to get this difficult refinance done and were very quick to respond to all of my questions. I am so pleased with the service and the end result!” – April, Fort Collins, CO

“Shauna and the Excel team are great to work with. They were quick, friendly and made sure I understood everything. Thanks for all you did for me!” – Jenna, Loveland, CO

“Shauna was wonderful to work with! She is very responsive, easy to get a hold of and detail oriented, which made us very confident in her abilities to get our loan completed. I would definitely use Shauna again and recommend her to family and friends.” – Erin, Fort Collins, CO